Coda Octopus Group
CODA
27 hedge funds and large institutions have $12.5M invested in Coda Octopus Group in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.
0.81% less ownership
Funds ownership: 20.19% → 19.38% (-0.81%)
4% less funds holding
Funds holding: 28 → 27 (-1)
7% less capital invested
Capital invested by funds: $13.5M → $12.5M (-$998K)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$110K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$60.7K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$20.5K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
-$305K |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$146K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$57.9K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$42.9K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$37.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $6 | -$29 | -5 | -83% |
|
|
DJSG
27
D.J. St. Germain
Springfield,
Massachusetts
| $6 | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $6 | – | – | – |
|
|
29
Victory Capital Management
San Antonio,
Texas
| – | -$57.9K | -9,656 | Closed |
|
CODA Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2024, worth a combined $12.5M — down 7.4% from $13.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CODA and 1 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was Touchstone Capital, cutting an estimated $305K.
- 27 institutional investors held Coda Octopus Group (CODA) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $12.5M of Coda Octopus Group stock for Q1 2024, down 7.4% quarter-over-quarter.
- 1 fund opened new Coda Octopus Group positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Coda Octopus Group buyer in Q1 2024 was Susquehanna International Group, an estimated $110K added.
- The largest Coda Octopus Group seller in Q1 2024 was Touchstone Capital, an estimated $305K sold.
Based on aggregated 13F filings for Q1 2024.