Coda Octopus Group
CODA
25 hedge funds and large institutions have $14.6M invested in Coda Octopus Group in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.
11% more capital invested
Capital invested by funds: $13.1M → $14.6M (+$1.48M)
0.08% more ownership
Funds ownership: 18.21% → 18.28% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 28 → 25 (-3)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$287K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$154K |
| 3 |
Millennium Management
New York
|
+$82.9K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$77.5K |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$56.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$264K |
| 2 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
-$80.4K |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$23.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.9K |
| 5 |
Renaissance Technologies
New York
|
-$8.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | -$6.86K | -1,000 | Closed |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -76 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$68 | -10 | Closed |
|
|
CS
29
Credit Suisse
Zurich,
Switzerland
| – | -$14 | -2 | Closed |
|
CODA Hedge Fund Activity: Q1 2023 in Review
25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2023, worth a combined $14.6M — up 11% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CODA and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was Vanguard Group, adding an estimated $287K. The largest seller was Ancora Advisors, exiting entirely with an estimated $264K sold.
- 25 institutional investors held Coda Octopus Group (CODA) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $14.6M of Coda Octopus Group stock for Q1 2023, up 11% quarter-over-quarter.
- 2 funds opened new Coda Octopus Group positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest Coda Octopus Group buyer in Q1 2023 was Vanguard Group, an estimated $287K added.
- The largest Coda Octopus Group seller in Q1 2023 was Ancora Advisors, an estimated $264K sold.
Based on aggregated 13F filings for Q1 2023.