Coda Octopus Group
CODA
25 hedge funds and large institutions have $8.96M invested in Coda Octopus Group in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 10 closing their positions.
6% more capital invested
Capital invested by funds: $8.45M → $8.96M (+$513K)
0.18% less ownership
Funds ownership: 15.26% → 15.08% (-0.18%)
24% less funds holding
Funds holding: 33 → 25 (-8)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$306K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$150K |
| 3 |
Goldman Sachs
New York
|
+$117K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$60.9K |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$4.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$265K |
| 2 |
Millennium Management
New York
|
-$126K |
| 3 |
Jane Street
New York
|
-$80K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$62K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| – | -$9K | -1,702 | Closed |
|
|
SO
27
STRS Ohio
Columbus,
Ohio
| – | -$6K | -1,200 | Closed |
|
|
PCM
28
Prelude Capital Management
New York
| – | -$4K | -859 | Closed |
|
29
Morgan Stanley
New York
| – | -$4K | -748 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$2.04K | -353 | -100% |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$2K | -323 | Closed |
|
|
WEC
32
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$1K | -195 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$492 | -85 | -75% |
|
CODA Hedge Fund Activity: Q3 2020 in Review
25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2020, worth a combined $8.96M — up 6.1% from $8.45M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CODA and 2 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 3 added.
The largest buyer was Rice Hall James & Associates, adding an estimated $306K. The largest seller was Marshall Wace, cutting an estimated $265K.
- 25 institutional investors held Coda Octopus Group (CODA) as of Q3 2020, down from 33 in Q2 2020.
- Funds reported $8.96M of Coda Octopus Group stock for Q3 2020, up 6.1% quarter-over-quarter.
- 2 funds opened new Coda Octopus Group positions in Q3 2020 and 10 closed out, a net change of -8 holders.
- The largest Coda Octopus Group buyer in Q3 2020 was Rice Hall James & Associates, an estimated $306K added.
- The largest Coda Octopus Group seller in Q3 2020 was Marshall Wace, an estimated $265K sold.
Based on aggregated 13F filings for Q3 2020.