Basic Stats
Institutional Owners | 21 total, 21 long only, 0 short only, 0 long/short - change of % MRQ |
Average Portfolio Allocation | 0.3802 % - change of % MRQ |
Institutional Shares (Long) | 4,911,524 (ex 13D/G) |
Institutional Value (Long) | $ 47,036 USD ($1000) |
Institutional Ownership and Shareholders
Copley Acquisition Corp - Debt/Equity Composite Units (US:COPL.U) has 21 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,911,524 shares. Largest shareholders include LMR Partners LLP, Cnh Partners Llc, Westchester Capital Management, LLC, Rivernorth Capital Management, Llc, Heights Capital Management, Inc, HGC Investment Management Inc., Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC, Wealthspring Capital LLC, and Clear Street Llc .
Copley Acquisition Corp - Debt/Equity Composite Units (NYSE:COPL.U) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 0.00 / share. Previously, on May 2, 2025, the share price was 10.00 / share. This represents a decline of 100.00% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-28 | NP | Elevation Series Trust - RiverNorth Enhanced Pre-Merger SPAC ETF | 2,500 | 25 | ||||||
2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 245,733 | 2,483 | ||||||
2025-08-14 | 13F | UBS Group AG | 2,966 | 30 | ||||||
2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 100,000 | 1,007 | ||||||
2025-08-14 | 13F | LMR Partners LLP | 850,000 | 8,585 | ||||||
2025-08-14 | 13F | Boothbay Fund Management, Llc | 102,500 | 1,036 | ||||||
2025-07-28 | 13F | Tuttle Tactical Management LLC | 10,000 | 101 | ||||||
2025-07-22 | NP | DLDFX - Destinations Low Duration Fixed Income Fund Class I | 9,000 | 90 | ||||||
2025-08-13 | 13F | Crossingbridge Advisors, LLC | 99,880 | 1,006 | ||||||
2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 2,611 | 26 | ||||||
2025-08-06 | 13F | Wealthspring Capital LLC | 231,022 | 2,326 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | HGC Investment Management Inc. | 250,000 | 2,518 | ||||||
2025-08-14 | 13F | Cnh Partners Llc | 830,000 | 8,358 | ||||||
2025-08-14 | 13F | Heights Capital Management, Inc | 300,000 | 3,030 | ||||||
2025-08-13 | 13F | DLD Asset Management, LP | 145,294 | 1,467 | ||||||
2025-08-13 | 13F | Clear Street Llc | 214,418 | 2,166 | ||||||
2025-08-14 | 13F | Westchester Capital Management, LLC | 753,100 | 7,584 | ||||||
2025-08-18 | 13F/A | Hudson Bay Capital Management LP | 250,000 | 42 | ||||||
2025-08-28 | NP | SPCX - The SPAC and New Issue ETF | 10,000 | 101 | ||||||
2025-08-12 | 13F | Atw Spac Management Llc | 102,500 | 1,035 | ||||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 400,000 | 4,028 |