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Coda Octopus Group
CODA

Overview Fund Activity

26 hedge funds and large institutions have $15M invested in Coda Octopus Group in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$115K
2
BlackRock
2
BlackRock
New York
$819K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216K
4
TC
4
Touchstone Capital
Pennsylvania
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$15K

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$1.82M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22K
3
AA
3
Ancora Advisors
Ohio
$308K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$80K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
1
Tocqueville Asset Management
New York
$4.35M 544,003 – –
TC
2
Touchstone Capital
Pennsylvania
$2.11M 263,752 +1,636 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87M 233,311 -202 -0.1%
RHJA
4
Rice Hall James & Associates
California
$1.82M 227,226 -27,765 -11%
PCM
5
Perritt Capital Management
Illinois
$925K 115,600 – –
BlackRock
6
BlackRock
New York
$819K 102,337 +2,092 +2%
Federated Hermes
7
Federated Hermes
Pennsylvania
$676K 84,532 – –
RC
8
RBF Capital
California
$552K 69,000 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$424K 53,026 -1,433 -3%
AA
10
Ancora Advisors
Ohio
$308K 38,443 -6,210 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$294K 36,813 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$216K 27,000 +2,000 +8%
Goldman Sachs
13
Goldman Sachs
New York
$132K 16,558 -1 -0%
KOC
14
Koss-Olinger Consulting
Florida
$131K 16,319 – –
Stifel Financial
15
Stifel Financial
Missouri
$115K 14,349 +14,349 New
State Street
16
State Street
Massachusetts
$91K 11,435 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$80K 10,000 -3,000 -23%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$22K 2,726 -13,581 -83%
TRCT
19
Tower Research Capital (TRC)
New York
$19K 2,380 +600 +34%
UBS Group
20
UBS Group
Switzerland
$15K 1,929 +1,054 +120%
Morgan Stanley
21
Morgan Stanley
New York
$5K 587 +53 +10%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.66K 208 -158 -43%
HA
23
Herold Advisors
New York
– – -358 Closed
Wells Fargo
24
Wells Fargo
California
$0 31 – –
CFN
25
Cordasco Financial Network
Florida
$0 1 – –
1
2