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Coda Octopus Group
CODA

24 hedge funds and large institutions have $17M invested in Coda Octopus Group in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

3% more capital invested

Capital invested by funds: $16.6M → $17M (+$441K)

0.2% less ownership

Funds ownership: 17.72% → 17.52% (-0.2%)

4% less funds holding

Funds holding: 25 → 24 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$136K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116K
3
RHJA
Rice Hall James & Associates
California
+$53.2K
4
UBS Group
UBS Group
Switzerland
+$5.28K
5
Morgan Stanley
Morgan Stanley
New York
+$4.76K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$182K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$118K
3
AA
Ancora Advisors
Ohio
-$95.9K
4
Goldman Sachs
Goldman Sachs
New York
-$24.1K
5
Citigroup
Citigroup
New York
-$15K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.87M – – –
TC
2
Touchstone Capital
Pennsylvania
$2.35M – – –
RHJA
3
Rice Hall James & Associates
California
$2.29M +$53.2K +5,970 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09M – – –
PCM
5
Perritt Capital Management
Illinois
$1.04M +$3.56K +400 +0.3%
BlackRock
6
BlackRock
New York
$898K +$136K +15,310 +18%
Federated Hermes
7
Federated Hermes
Pennsylvania
$757K – – –
RC
8
RBF Capital
California
$619K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$488K -$118K -13,247 -20%
AA
10
Ancora Advisors
Ohio
$400K -$95.9K -10,765 -19%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$329K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$224K -$5.79K -650 -3%
Goldman Sachs
13
Goldman Sachs
New York
$148K -$24.1K -2,708 -14%
JP Morgan Chase
14
JP Morgan Chase
New York
$146K -$11.1K -1,242 -7%
KOC
15
Koss-Olinger Consulting
Florida
$146K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$117K +$116K +13,000 New
State Street
17
State Street
Massachusetts
$102K +$2.67K +300 +3%
TRCT
18
Tower Research Capital (TRC)
New York
$16K +$2.06K +231 +15%
UBS Group
19
UBS Group
Switzerland
$8K +$5.28K +592 +209%
Morgan Stanley
20
Morgan Stanley
New York
$5K +$4.76K +534 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.28K – – –
HA
22
Herold Advisors
New York
$3K +$3.19K +358 New
Renaissance Technologies
23
Renaissance Technologies
New York
– -$182K -21,037 Closed
Citigroup
24
Citigroup
New York
– -$15K -1,694 Closed
FCA
25
FinTrust Capital Advisors
South Carolina
– -$13K -1,500 Closed
1
2

CODA Hedge Fund Activity: Q3 2021 in Review

24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2021, worth a combined $17M — up 2.7% from $16.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CODA and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was BlackRock, adding an estimated $136K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $182K sold.

  • 24 institutional investors held Coda Octopus Group (CODA) as of Q3 2021, down from 25 in Q2 2021.
  • Funds reported $17M of Coda Octopus Group stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 3 funds opened new Coda Octopus Group positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Coda Octopus Group buyer in Q3 2021 was BlackRock, an estimated $136K added.
  • The largest Coda Octopus Group seller in Q3 2021 was Renaissance Technologies, an estimated $182K sold.

Based on aggregated 13F filings for Q3 2021.