Coda Octopus Group
CODA
28 hedge funds and large institutions have $12.7M invested in Coda Octopus Group in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% more funds holding
Funds holding: 27 → 28 (+1)
1% more capital invested
Capital invested by funds: $12.5M → $12.7M (+$179K)
0.53% less ownership
Funds ownership: 19.38% → 18.84% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$110K |
| 2 |
VF
Virtu Financial
New York
|
+$70.9K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$57.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$36.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
-$452K |
| 2 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
-$188K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.93K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $108 | – | – | – |
|
|
IC
27
Innealta Capital
Austin,
Texas
| $108 | +$116 | +18 | New |
|
|
DJSG
28
D.J. St. Germain
Springfield,
Massachusetts
| $6 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| – | -$271 | -47 | Closed |
|
CODA Hedge Fund Activity: Q2 2024 in Review
28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q2 2024, worth a combined $12.7M — up 1.4% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CODA positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was Tocqueville Asset Management, cutting an estimated $452K.
- 28 institutional investors held Coda Octopus Group (CODA) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $12.7M of Coda Octopus Group stock for Q2 2024, up 1.4% quarter-over-quarter.
- 2 funds opened new Coda Octopus Group positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Coda Octopus Group buyer in Q2 2024 was Susquehanna International Group, an estimated $110K added.
- The largest Coda Octopus Group seller in Q2 2024 was Tocqueville Asset Management, an estimated $452K sold.
Based on aggregated 13F filings for Q2 2024.