Coda Octopus Group
CODA
28 hedge funds and large institutions have $13.1M invested in Coda Octopus Group in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $10.4M → $13.1M (+$2.69M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.39% more ownership
Funds ownership: 17.82% → 18.21% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
+$416K |
| 2 |
Renaissance Technologies
New York
|
+$88.1K |
| 3 |
Millennium Management
New York
|
+$52.5K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$25.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$131K |
| 2 |
Goldman Sachs
New York
|
-$89K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$54K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$30.9K |
| 5 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
26
Credit Suisse
Zurich,
Switzerland
| $14 | – | – | – |
|
|
27
Goldman Sachs
New York
| – | -$89K | -16,503 | Closed |
|
|
28
Stifel Financial
St. Louis,
Missouri
| – | -$54K | -10,000 | Closed |
|
CODA Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2022, worth a combined $13.1M — up 26% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CODA positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Touchstone Capital, adding an estimated $416K. The largest seller was Federated Hermes, cutting an estimated $131K.
- 28 institutional investors held Coda Octopus Group (CODA) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $13.1M of Coda Octopus Group stock for Q4 2022, up 26% quarter-over-quarter.
- 4 funds opened new Coda Octopus Group positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Coda Octopus Group buyer in Q4 2022 was Touchstone Capital, an estimated $416K added.
- The largest Coda Octopus Group seller in Q4 2022 was Federated Hermes, an estimated $131K sold.
Based on aggregated 13F filings for Q4 2022.