Coda Octopus Group
CODA
25 hedge funds and large institutions have $14.2M invested in Coda Octopus Group in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0.31% more ownership
Funds ownership: 20.24% → 20.55% (+0.31%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
23% less capital invested
Capital invested by funds: $18.4M → $14.2M (-$4.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
+$916K |
| 2 |
AI
Acuitas Investments
Seattle,
Washington
|
+$409K |
| 3 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
+$208K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.01M |
| 2 |
BlackRock
New York
|
-$354K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$30.8K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$17K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EI
26
EAM Investors
Solana Beach,
California
| – | -$1.01M | -123,262 | Closed |
|
|
27
Acadian Asset Management
Boston,
Massachusetts
| – | -$17K | -2,099 | Closed |
|
CODA Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2023, worth a combined $14.2M — down 23% from $18.4M a quarter earlier.
Fund positioning in CODA was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.
The largest buyer was Touchstone Capital, adding an estimated $916K. The largest seller was EAM Investors, exiting entirely with an estimated $1.01M sold.
- 25 institutional investors held Coda Octopus Group (CODA) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $14.2M of Coda Octopus Group stock for Q3 2023, down 23% quarter-over-quarter.
- 2 funds opened new Coda Octopus Group positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Coda Octopus Group buyer in Q3 2023 was Touchstone Capital, an estimated $916K added.
- The largest Coda Octopus Group seller in Q3 2023 was EAM Investors, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2023.