Coda Octopus Group
CODA
28 hedge funds and large institutions have $13.5M invested in Coda Octopus Group in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 25 → 28 (+3)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.35% less ownership
Funds ownership: 20.55% → 20.19% (-0.35%)
5% less capital invested
Capital invested by funds: $14.2M → $13.5M (-$653K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$166K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$105K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$84.2K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$79.4K |
| 5 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
+$62.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
-$328K |
| 2 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
-$167K |
| 3 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
-$101K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$98.5K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$85.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $36 | +$37 | +6 | New |
|
|
DJSG
27
D.J. St. Germain
Springfield,
Massachusetts
| $6 | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $6 | – | – | – |
|
|
AI
29
Acuitas Investments
Seattle,
Washington
| – | -$328K | -52,925 | Closed |
|
|
WVP
30
Worth Venture Partners
Fort Lee,
New Jersey
| – | -$167K | -26,947 | Closed |
|
|
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$85.3K | -13,760 | Closed |
|
CODA Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2023, worth a combined $13.5M — down 4.6% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CODA positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $166K. The largest seller was Acuitas Investments, exiting entirely with an estimated $328K sold.
- 28 institutional investors held Coda Octopus Group (CODA) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $13.5M of Coda Octopus Group stock for Q4 2023, down 4.6% quarter-over-quarter.
- 6 funds opened new Coda Octopus Group positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Coda Octopus Group buyer in Q4 2023 was Susquehanna International Group, an estimated $166K added.
- The largest Coda Octopus Group seller in Q4 2023 was Acuitas Investments, an estimated $328K sold.
Based on aggregated 13F filings for Q4 2023.