Coda Octopus Group
CODA
29 hedge funds and large institutions have $15M invested in Coda Octopus Group in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $12.7M → $15M (+$2.27M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% more funds holding
Funds holding: 28 → 29 (+1)
0.42% less ownership
Funds ownership: 18.84% → 18.42% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$438K |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$102K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$73.2K |
| 4 |
Renaissance Technologies
New York
|
+$69.8K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$31.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
-$536K |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$354K |
| 3 |
VF
Virtu Financial
New York
|
-$66K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39.1K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$17.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $131 | – | – | – |
|
|
27
UBS Group
Zurich,
Switzerland
| $7 | -$39.1K | -5,614 | -100% |
|
|
DJSG
28
D.J. St. Germain
Springfield,
Massachusetts
| $7 | – | – | – |
|
|
EB
29
Eastern Bank
Boston,
Massachusetts
| $7 | +$7 | +1 | New |
|
|
VF
30
Virtu Financial
New York
| – | -$66K | -10,997 | Closed |
|
|
IC
31
Innealta Capital
Austin,
Texas
| – | -$108 | -18 | Closed |
|
CODA Hedge Fund Activity: Q3 2024 in Review
29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2024, worth a combined $15M — up 18% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CODA positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $438K. The largest seller was Touchstone Capital, cutting an estimated $536K.
- 29 institutional investors held Coda Octopus Group (CODA) as of Q3 2024, up from 28 in Q2 2024.
- Funds reported $15M of Coda Octopus Group stock for Q3 2024, up 18% quarter-over-quarter.
- 3 funds opened new Coda Octopus Group positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Coda Octopus Group buyer in Q3 2024 was Rice Hall James & Associates, an estimated $438K added.
- The largest Coda Octopus Group seller in Q3 2024 was Touchstone Capital, an estimated $536K sold.
Based on aggregated 13F filings for Q3 2024.