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Coda Octopus Group
CODA

23 hedge funds and large institutions have $17.4M invested in Coda Octopus Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

49% more capital invested

Capital invested by funds: $11.6M → $17.4M (+$5.73M)

15% more funds holding

Funds holding: 20 → 23 (+3)

1.01% more ownership

Funds ownership: 17.21% → 18.22% (+1%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHJA
Rice Hall James & Associates
California
+$766K
2
AA
Ancora Advisors
Ohio
+$393K
3
Renaissance Technologies
Renaissance Technologies
New York
+$327K
4
JP Morgan Chase
JP Morgan Chase
New York
+$31.6K
5
BlackRock
BlackRock
New York
+$17K

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$527K
2
AFM
Anson Funds Management
Texas
-$176K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$64K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$36.2K
5
UBS Group
UBS Group
Switzerland
-$11.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.83M – – –
TC
2
Touchstone Capital
Pennsylvania
$2.33M – – –
RHJA
3
Rice Hall James & Associates
California
$2.32M +$766K +102,699 +65%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.06M – – –
PCM
5
Perritt Capital Management
Illinois
$1.02M +$11.2K +1,500 +1%
BlackRock
6
BlackRock
New York
$979K +$17K +2,283 +2%
Federated Hermes
7
Federated Hermes
Pennsylvania
$838K -$527K -70,667 -42%
RC
8
RBF Capital
California
$613K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$603K – – –
AA
10
Ancora Advisors
Ohio
$468K +$393K +52,713 New
Renaissance Technologies
11
Renaissance Technologies
New York
$390K +$327K +43,900 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$295K – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$240K -$36.2K -4,850 -15%
Goldman Sachs
14
Goldman Sachs
New York
$171K – – –
KOC
15
Koss-Olinger Consulting
Florida
$145K +$122K +16,319 New
JP Morgan Chase
16
JP Morgan Chase
New York
$37K +$31.6K +4,240 +106,000%
Citigroup
17
Citigroup
New York
$15K – – –
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$3.2K – – –
AFM
19
Anson Funds Management
Texas
– -$176K -28,016 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
– -$64K -10,220 Closed
UBS Group
21
UBS Group
Switzerland
– -$11.3K -1,520 -100%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– +$7 +1 New
Wells Fargo
23
Wells Fargo
California
– +$15 +2 +7%
Bank of America
24
Bank of America
North Carolina
– +$209 +28 New

CODA Hedge Fund Activity: Q1 2021 in Review

23 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2021, worth a combined $17.4M — up 49% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CODA positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $766K. The largest seller was Federated Hermes, cutting an estimated $527K.

  • 23 institutional investors held Coda Octopus Group (CODA) as of Q1 2021, up from 20 in Q4 2020.
  • Funds reported $17.4M of Coda Octopus Group stock for Q1 2021, up 49% quarter-over-quarter.
  • 5 funds opened new Coda Octopus Group positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest Coda Octopus Group buyer in Q1 2021 was Rice Hall James & Associates, an estimated $766K added.
  • The largest Coda Octopus Group seller in Q1 2021 was Federated Hermes, an estimated $527K sold.

Based on aggregated 13F filings for Q1 2021.