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Coda Octopus Group
CODA

27 hedge funds and large institutions have $10.4M invested in Coda Octopus Group in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $9.64M → $10.4M (+$810K)

4% more funds holding

Funds holding: 26 → 27 (+1)

0.08% more ownership

Funds ownership: 17.73% → 17.82% (+0.08%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36.4K
2
BAM
Byrne Asset Management
New Jersey
+$30.9K
3
UBS Group
UBS Group
Switzerland
+$9.71K
4
RHJA
Rice Hall James & Associates
California
+$7.68K
5
Millennium Management
Millennium Management
New York
+$7.35K

Top Sellers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
-$32.9K
2
TC
Touchstone Capital
Pennsylvania
-$11.1K
3
BlackRock
BlackRock
New York
-$9.18K
4
Stifel Financial
Stifel Financial
Missouri
-$4.52K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$502
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$3.32M – – –
TC
2
Touchstone Capital
Pennsylvania
$1.5M -$11.1K -2,208 -0.8%
RHJA
3
Rice Hall James & Associates
California
$1.31M +$7.68K +1,530 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.25M -$502 -100 -0%
BlackRock
5
BlackRock
New York
$564K -$9.18K -1,830 -2%
PCM
6
Perritt Capital Management
Illinois
$510K -$32.9K -6,549 -6%
Federated Hermes
7
Federated Hermes
Pennsylvania
$456K – – –
RC
8
RBF Capital
California
$351K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$325K +$36.4K +7,243 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$216K +$5.3K +1,056 +3%
AA
11
Ancora Advisors
Ohio
$208K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$89K – – –
Goldman Sachs
13
Goldman Sachs
New York
$89K +$141 +28 +0.2%
State Street
14
State Street
Massachusetts
$70K – – –
Millennium Management
15
Millennium Management
New York
$62K +$7.35K +1,465 +15%
Stifel Financial
16
Stifel Financial
Missouri
$54K -$4.52K -900 -8%
BAM
17
Byrne Asset Management
New Jersey
$33K +$30.9K +6,160 New
UBS Group
18
UBS Group
Switzerland
$17K +$9.71K +1,934 +159%
TRCT
19
Tower Research Capital (TRC)
New York
$14K +$4.91K +979 +63%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.12K – – –
Morgan Stanley
21
Morgan Stanley
New York
– -$10 -2 -3%
Wells Fargo
22
Wells Fargo
California
– +$30 +6 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– +$80 +16 New

CODA Hedge Fund Activity: Q3 2022 in Review

27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2022, worth a combined $10.4M — up 8.4% from $9.64M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CODA positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $36.4K. The largest seller was Perritt Capital Management, cutting an estimated $32.9K.

  • 27 institutional investors held Coda Octopus Group (CODA) as of Q3 2022, up from 26 in Q2 2022.
  • Funds reported $10.4M of Coda Octopus Group stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 2 funds opened new Coda Octopus Group positions in Q3 2022 and 0 closed out, a net change of +2 holders.
  • The largest Coda Octopus Group buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $36.4K added.
  • The largest Coda Octopus Group seller in Q3 2022 was Perritt Capital Management, an estimated $32.9K sold.

Based on aggregated 13F filings for Q3 2022.