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Coda Octopus Group

25 hedge funds and large institutions have $14.6M invested in Coda Octopus Group in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $13.1M → $14.6M (+$1.48M)

0.08% more ownership

Funds ownership: 18.21%18.28% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 2825 (-3)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$4.5M
TC
2
Touchstone Capital
Pennsylvania
$2.43M -$80.4K -11,206 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.99M +$287K +40,039 +17%
RHJA
4
Rice Hall James & Associates
California
$1.8M +$56.4K +7,863 +3%
BlackRock
5
BlackRock
New York
$757K -$1.8K -251 -0.2%
PCM
6
Perritt Capital Management
Illinois
$706K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$485K +$30.9K +4,306 +7%
RC
8
RBF Capital
California
$476K
Federated Hermes
9
Federated Hermes
Pennsylvania
$439K -$23.9K -3,324 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$296K
Millennium Management
11
Millennium Management
New York
$228K +$82.9K +11,544 +58%
Citadel Advisors
12
Citadel Advisors
Florida
$156K +$154K +21,477 New
State Street
13
State Street
Massachusetts
$94.3K
Renaissance Technologies
14
Renaissance Technologies
New York
$94K -$8.05K -1,122 -8%
Northern Trust
15
Northern Trust
Illinois
$79K +$77.5K +10,790 New
BAM
16
Belpointe Asset Management
Nevada
$29.3K
TRCT
17
Tower Research Capital (TRC)
New York
$21K +$8.46K +1,178 +69%
BAM
18
Byrne Asset Management
New Jersey
$10K -$2.73K -380 -21%
UBS Group
19
UBS Group
Switzerland
$9.6K +$969 +135 +11%
Morgan Stanley
20
Morgan Stanley
New York
$2.49K -$7.8K -1,087 -76%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$1.52K
Wells Fargo
22
Wells Fargo
California
$300 -$19.9K -2,779 -99%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$120
Osaic Holdings
24
Osaic Holdings
Arizona
$30
AA
25
Ancora Advisors
Ohio
-$264K -38,443 Closed

CODA Hedge Fund Activity: Q1 2023 in Review

25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2023, worth a combined $14.6M — up 11% from $13.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CODA and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Vanguard Group, adding an estimated $287K. The largest seller was Ancora Advisors, exiting entirely with an estimated $264K sold.

  • 25 institutional investors held Coda Octopus Group (CODA) as of Q1 2023, down from 28 in Q4 2022.
  • Funds reported $14.6M of Coda Octopus Group stock for Q1 2023, up 11% quarter-over-quarter.
  • 2 funds opened new Coda Octopus Group positions in Q1 2023 and 5 closed out, a net change of -3 holders.
  • The largest Coda Octopus Group buyer in Q1 2023 was Vanguard Group, an estimated $287K added.
  • The largest Coda Octopus Group seller in Q1 2023 was Ancora Advisors, an estimated $264K sold.

Based on aggregated 13F filings for Q1 2023.