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Coda Octopus Group
CODA

28 hedge funds and large institutions have $13.1M invested in Coda Octopus Group in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

26% more capital invested

Capital invested by funds: $10.4M → $13.1M (+$2.69M)

4% more funds holding

Funds holding: 27 → 28 (+1)

0.39% more ownership

Funds ownership: 17.82% → 18.21% (+0.39%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Touchstone Capital
Pennsylvania
+$416K
2
Renaissance Technologies
Renaissance Technologies
New York
+$88.1K
3
Millennium Management
Millennium Management
New York
+$52.5K
4
BAM
Belpointe Asset Management
Nevada
+$25.3K
5
Wells Fargo
Wells Fargo
California
+$17.6K

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$131K
2
Goldman Sachs
Goldman Sachs
New York
-$89K
3
Stifel Financial
Stifel Financial
Missouri
-$54K
4
RHJA
Rice Hall James & Associates
California
-$30.9K
5
BAM
Byrne Asset Management
New Jersey
-$27.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.22M – – –
TC
2
Touchstone Capital
Pennsylvania
$2.36M +$416K +65,859 +24%
RHJA
3
Rice Hall James & Associates
California
$1.63M -$30.9K -4,893 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.59M +$620 +98 +0%
BlackRock
5
BlackRock
New York
$712K -$4.76K -753 -0.7%
PCM
6
Perritt Capital Management
Illinois
$662K +$12.2K +1,933 +2%
RC
7
RBF Capital
California
$446K – – –
Federated Hermes
8
Federated Hermes
Pennsylvania
$438K -$131K -20,677 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$279K +$4.5K +712 +2%
AA
10
Ancora Advisors
Ohio
$264K – – –
Millennium Management
11
Millennium Management
New York
$136K +$52.5K +8,297 +72%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$113K – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$96K +$88.1K +13,928 New
State Street
14
State Street
Massachusetts
$89.2K – – –
BAM
15
Belpointe Asset Management
Nevada
$27.4K +$25.3K +4,000 New
Wells Fargo
16
Wells Fargo
California
$19.3K +$17.6K +2,781 +7,131%
BAM
17
Byrne Asset Management
New Jersey
$12.2K -$27.7K -4,380 -71%
TRCT
18
Tower Research Capital (TRC)
New York
$12K -$5.34K -845 -33%
Morgan Stanley
19
Morgan Stanley
New York
$9.79K +$8.54K +1,351 +1,778%
UBS Group
20
UBS Group
Switzerland
$8.07K -$12.5K -1,976 -63%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.86K +$6.32K +1,000 New
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.43K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K +$379 +60 +375%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$429 +$14.7K +2,317 +4%
Bank of America
25
Bank of America
North Carolina
$68 +$63 +10 New
1
2

CODA Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2022, worth a combined $13.1M — up 26% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CODA positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Touchstone Capital, adding an estimated $416K. The largest seller was Federated Hermes, cutting an estimated $131K.

  • 28 institutional investors held Coda Octopus Group (CODA) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $13.1M of Coda Octopus Group stock for Q4 2022, up 26% quarter-over-quarter.
  • 4 funds opened new Coda Octopus Group positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest Coda Octopus Group buyer in Q4 2022 was Touchstone Capital, an estimated $416K added.
  • The largest Coda Octopus Group seller in Q4 2022 was Federated Hermes, an estimated $131K sold.

Based on aggregated 13F filings for Q4 2022.