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Coda Octopus Group

17 hedge funds and large institutions have $3.42M invested in Coda Octopus Group in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more capital invested

Capital invested by funds: $802K → $3.42M (+$2.62M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

21% more funds holding

Funds holding: 1417 (+3)

3.45% more ownership

Funds ownership: 1.99%5.44% (+3.5%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$2.21M +$1.71M +365,693 New
Millennium Management
2
Millennium Management
New York
$249K +$193K +41,374 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$174K +$8.42K +1,800 +7%
Wells Fargo
4
Wells Fargo
California
$143K +$2.17K +464 +2%
RHJA
5
Rice Hall James & Associates
California
$116K -$355 -76 -0.4%
Deutsche Bank
6
Deutsche Bank
Germany
$100K +$14.6K +3,115 +23%
Renaissance Technologies
7
Renaissance Technologies
New York
$100K +$14.6K +3,115 +23%
Goldman Sachs
8
Goldman Sachs
New York
$92K +$71.4K +15,280 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$79K
BlackRock
10
BlackRock
New York
$74K +$2.31K +495 +4%
RC
11
RBF Capital
California
$72K
Barclays
12
Barclays
United Kingdom
$11K +$8.49K +1,816 New
UBS Group
13
UBS Group
Switzerland
$1K -$3.29K -703 -77%
Morgan Stanley
14
Morgan Stanley
New York
$1K +$435 +93 +1,329%
JGC
15
J. Goldman & Co
New York
-$195K -51,021 Closed
Citadel Advisors
16
Citadel Advisors
Florida
-$45K -11,352 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$41K -10,230 Closed
CAG
18
Csenge Advisory Group
Florida
+$5 +1 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
+$47 +10 New

CODA Hedge Fund Activity: Q3 2018 in Review

17 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2018, worth a combined $3.42M — up 326% from $802K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CODA positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $1.71M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $195K sold.

  • 17 institutional investors held Coda Octopus Group (CODA) as of Q3 2018, up from 14 in Q2 2018.
  • Funds reported $3.42M of Coda Octopus Group stock for Q3 2018, up 326% quarter-over-quarter.
  • 6 funds opened new Coda Octopus Group positions in Q3 2018 and 3 closed out, a net change of +3 holders.
  • The largest Coda Octopus Group buyer in Q3 2018 was Tocqueville Asset Management, an estimated $1.71M added.
  • The largest Coda Octopus Group seller in Q3 2018 was J. Goldman & Co, an estimated $195K sold.

Based on aggregated 13F filings for Q3 2018.