Coda Octopus Group
CODA
24 hedge funds and large institutions have $17M invested in Coda Octopus Group in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
3% more capital invested
Capital invested by funds: $16.6M → $17M (+$441K)
0.2% less ownership
Funds ownership: 17.72% → 17.52% (-0.2%)
4% less funds holding
Funds holding: 25 → 24 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$136K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$116K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$53.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.28K |
| 5 |
Morgan Stanley
New York
|
+$4.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$182K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$118K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$95.9K |
| 4 |
Goldman Sachs
New York
|
-$24.1K |
| 5 |
Citigroup
New York
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | +$9 | +1 | +3% |
|
CODA Hedge Fund Activity: Q3 2021 in Review
24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2021, worth a combined $17M — up 2.7% from $16.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CODA and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was BlackRock, adding an estimated $136K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $182K sold.
- 24 institutional investors held Coda Octopus Group (CODA) as of Q3 2021, down from 25 in Q2 2021.
- Funds reported $17M of Coda Octopus Group stock for Q3 2021, up 2.7% quarter-over-quarter.
- 3 funds opened new Coda Octopus Group positions in Q3 2021 and 4 closed out, a net change of -1 holder.
- The largest Coda Octopus Group buyer in Q3 2021 was BlackRock, an estimated $136K added.
- The largest Coda Octopus Group seller in Q3 2021 was Renaissance Technologies, an estimated $182K sold.
Based on aggregated 13F filings for Q3 2021.