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Coda Octopus Group
CODA

26 hedge funds and large institutions have $9.64M invested in Coda Octopus Group in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

4% more funds holding

Funds holding: 25 → 26 (+1)

0.12% more ownership

Funds ownership: 17.61% → 17.73% (+0.12%)

24% less capital invested

Capital invested by funds: $12.6M → $9.64M (-$2.99M)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$55.1K
2
RHJA
Rice Hall James & Associates
California
+$36.3K
3
BlackRock
BlackRock
New York
+$21.9K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$12.2K
5
State Street
State Street
Massachusetts
+$3.27K

Top Sellers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
-$44.8K
2
UBS Group
UBS Group
Switzerland
-$5.14K
3
Morgan Stanley
Morgan Stanley
New York
-$2.76K
4
HA
Herold Advisors
New York
-$2.35K
5
Stifel Financial
Stifel Financial
Missouri
-$1.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$3.08M – – –
TC
2
Touchstone Capital
Pennsylvania
$1.4M – – –
RHJA
3
Rice Hall James & Associates
California
$1.21M +$36.3K +6,653 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16M – – –
BlackRock
5
BlackRock
New York
$531K +$21.9K +4,003 +4%
PCM
6
Perritt Capital Management
Illinois
$505K -$44.8K -8,200 -8%
Federated Hermes
7
Federated Hermes
Pennsylvania
$423K – – –
RC
8
RBF Capital
California
$333K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$265K +$131 +24 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$195K +$12.2K +2,229 +6%
AA
11
Ancora Advisors
Ohio
$193K – – –
Goldman Sachs
12
Goldman Sachs
New York
$82K -$5 -1 -0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$82K – – –
State Street
14
State Street
Massachusetts
$65K +$3.27K +600 +5%
Stifel Financial
15
Stifel Financial
Missouri
$55K -$1.64K -300 -3%
Millennium Management
16
Millennium Management
New York
$50K +$55.1K +10,096 New
TRCT
17
Tower Research Capital (TRC)
New York
$7K +$115 +21 +1%
UBS Group
18
UBS Group
Switzerland
$6K -$5.14K -942 -44%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$1.04K – – –
Morgan Stanley
20
Morgan Stanley
New York
– -$2.76K -506 -87%
HA
21
Herold Advisors
New York
– -$2.35K -358 Closed
CS
22
Credit Suisse
Switzerland
– +$11 +2 New
Wells Fargo
23
Wells Fargo
California
– +$11 +2 +6%

CODA Hedge Fund Activity: Q2 2022 in Review

26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q2 2022, worth a combined $9.64M — down 24% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CODA positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $55.1K. The largest seller was Perritt Capital Management, cutting an estimated $44.8K.

  • 26 institutional investors held Coda Octopus Group (CODA) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $9.64M of Coda Octopus Group stock for Q2 2022, down 24% quarter-over-quarter.
  • 2 funds opened new Coda Octopus Group positions in Q2 2022 and 1 closed out, a net change of +1 holder.
  • The largest Coda Octopus Group buyer in Q2 2022 was Millennium Management, an estimated $55.1K added.
  • The largest Coda Octopus Group seller in Q2 2022 was Perritt Capital Management, an estimated $44.8K sold.

Based on aggregated 13F filings for Q2 2022.