Coda Octopus Group
CODA
30 hedge funds and large institutions have $12.9M invested in Coda Octopus Group in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
3% more funds holding
Funds holding: 29 → 30 (+1)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3.73% less ownership
Funds ownership: 18.42% → 14.69% (-3.7%)
14% less capital invested
Capital invested by funds: $15M → $12.9M (-$2.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$298K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$205K |
| 3 |
State Street
Boston,
Massachusetts
|
+$161K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$124K |
| 5 |
Renaissance Technologies
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
-$382K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$323K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$95K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$77.6K |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$50.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $141 | – | – | – |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $78 | +$85 | +10 | New |
|
|
UBP
28
Union Bancaire Privee
Geneva 1,
Switzerland
| $14 | +$17 | +2 | New |
|
|
DJSG
29
D.J. St. Germain
Springfield,
Massachusetts
| $8 | – | – | – |
|
|
EB
30
Eastern Bank
Boston,
Massachusetts
| $8 | – | – | – |
|
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$95K | -13,100 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$4.65K | -641 | Closed |
|
CODA Hedge Fund Activity: Q4 2024 in Review
30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2024, worth a combined $12.9M — down 14% from $15M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CODA positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $298K. The largest seller was Tocqueville Asset Management, cutting an estimated $382K.
- 30 institutional investors held Coda Octopus Group (CODA) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $12.9M of Coda Octopus Group stock for Q4 2024, down 14% quarter-over-quarter.
- 4 funds opened new Coda Octopus Group positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest Coda Octopus Group buyer in Q4 2024 was Osaic Holdings, an estimated $298K added.
- The largest Coda Octopus Group seller in Q4 2024 was Tocqueville Asset Management, an estimated $382K sold.
Based on aggregated 13F filings for Q4 2024.