Coda Octopus Group
CODA
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 24 → 26 (+2)
0.28% less ownership
Funds ownership: 17.52% → 17.23% (-0.28%)
12% less capital invested
Capital invested by funds: $17M → $15M (-$2.07M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$118K |
| 2 |
BlackRock
New York
|
+$17.2K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16.5K |
| 4 |
TC
Touchstone Capital
Pittsburgh,
Pennsylvania
|
+$13.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$229K |
| 2 |
JP Morgan Chase
New York
|
-$112K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$51.1K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24.7K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.8K |
CODA Hedge Fund Activity: Q4 2021 in Review
26 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2021, worth a combined $15M — down 12% from $17M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CODA positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $118K. The largest seller was Rice Hall James & Associates, cutting an estimated $229K.
- 26 institutional investors held Coda Octopus Group (CODA) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $15M of Coda Octopus Group stock for Q4 2021, down 12% quarter-over-quarter.
- 3 funds opened new Coda Octopus Group positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest Coda Octopus Group buyer in Q4 2021 was Stifel Financial, an estimated $118K added.
- The largest Coda Octopus Group seller in Q4 2021 was Rice Hall James & Associates, an estimated $229K sold.
Based on aggregated 13F filings for Q4 2021.