We are live on ! Find out more
CODA icon

Coda Octopus Group
CODA

25 hedge funds and large institutions have $16.6M invested in Coda Octopus Group in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 23 → 25 (+2)

0.5% less ownership

Funds ownership: 18.22% → 17.72% (-0.5%)

4% less capital invested

Capital invested by funds: $17.4M → $16.6M (-$759K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$113K
2
State Street
State Street
Massachusetts
+$95K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$25.6K
4
AA
Ancora Advisors
Ohio
+$23.1K
5
TRCT
Tower Research Capital (TRC)
New York
+$13.2K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$216K
2
Renaissance Technologies
Renaissance Technologies
New York
-$195K
3
RHJA
Rice Hall James & Associates
California
-$102K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.6K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.71M – – –
TC
2
Touchstone Capital
Pennsylvania
$2.27M -$7.31K -857 -0.3%
RHJA
3
Rice Hall James & Associates
California
$2.15M -$102K -11,916 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.02M +$12.4K +1,450 +0.6%
PCM
5
Perritt Capital Management
Illinois
$996K – – –
BlackRock
6
BlackRock
New York
$735K -$216K -25,316 -23%
Federated Hermes
7
Federated Hermes
Pennsylvania
$735K -$95.6K -11,213 -12%
RC
8
RBF Capital
California
$597K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$589K -$10.2K -1,200 -2%
AA
10
Ancora Advisors
Ohio
$479K +$23.1K +2,705 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$320K +$25.6K +3,007 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$221K -$12.4K -1,450 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$182K -$195K -22,863 -52%
Goldman Sachs
14
Goldman Sachs
New York
$167K +$17 +2 +0%
JP Morgan Chase
15
JP Morgan Chase
New York
$153K +$113K +13,305 +314%
KOC
16
Koss-Olinger Consulting
Florida
$141K – – –
State Street
17
State Street
Massachusetts
$97K +$95K +11,135 New
Citigroup
18
Citigroup
New York
$15K – – –
FCA
19
FinTrust Capital Advisors
South Carolina
$13K +$12.8K +1,500 New
TRCT
20
Tower Research Capital (TRC)
New York
$13K +$13.2K +1,549 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.17K – – –
UBS Group
22
UBS Group
Switzerland
$2K +$2.4K +282 +28,200%
Wells Fargo
23
Wells Fargo
California
– -$9 -1 -3%
Bank of America
24
Bank of America
North Carolina
– +$154 +18 +64%

CODA Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q2 2021, worth a combined $16.6M — down 4.4% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CODA positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $113K. The largest seller was BlackRock, cutting an estimated $216K.

  • 25 institutional investors held Coda Octopus Group (CODA) as of Q2 2021, up from 23 in Q1 2021.
  • Funds reported $16.6M of Coda Octopus Group stock for Q2 2021, down 4.4% quarter-over-quarter.
  • 3 funds opened new Coda Octopus Group positions in Q2 2021 and 1 closed out, a net change of +2 holders.
  • The largest Coda Octopus Group buyer in Q2 2021 was JP Morgan Chase, an estimated $113K added.
  • The largest Coda Octopus Group seller in Q2 2021 was BlackRock, an estimated $216K sold.

Based on aggregated 13F filings for Q2 2021.