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Coda Octopus Group

25 hedge funds and large institutions have $18.4M invested in Coda Octopus Group in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $14.6M → $18.4M (+$3.81M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.95% more ownership

Funds ownership: 18.28%20.24% (+2%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
5
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
$4.83M -$227K -26,103 -4%
TC
2
Touchstone Capital
Pennsylvania
$4.05M +$1.4M +160,564 +48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.24M
RHJA
4
Rice Hall James & Associates
California
$2.09M +$81.3K +9,340 +4%
EI
5
EAM Investors
California
$1.01M +$1.07M +123,262 New
BlackRock
6
BlackRock
New York
$861K +$12.1K +1,386 +1%
PCM
7
Perritt Capital Management
Illinois
$764K -$29.8K -3,429 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$549K
RC
9
RBF Capital
California
$534K
Federated Hermes
10
Federated Hermes
Pennsylvania
$469K -$29.8K -3,426 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$447K +$119K +13,623 +33%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$135K
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$129K +$136K +15,665 New
State Street
14
State Street
Massachusetts
$107K
Northern Trust
15
Northern Trust
Illinois
$88.6K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$74K +$78.7K +9,040 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$17K +$18.3K +2,099 New
UBS Group
18
UBS Group
Switzerland
$15.3K +$4.84K +556 +42%
TRCT
19
Tower Research Capital (TRC)
New York
$9.73K -$14.7K -1,691 -59%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.71K
Morgan Stanley
21
Morgan Stanley
New York
$624 -$2.3K -264 -78%
Wells Fargo
22
Wells Fargo
California
$353 +$17 +2 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$34
JP Morgan Chase
24
JP Morgan Chase
New York
$33
DJSG
25
D.J. St. Germain
Massachusetts
$8 +$9 +1 New

CODA Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q2 2023, worth a combined $18.4M — up 26% from $14.6M a quarter earlier.

Fund positioning in CODA was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Touchstone Capital, adding an estimated $1.4M. The largest seller was Millennium Management, exiting entirely with an estimated $228K sold.

  • 25 institutional investors held Coda Octopus Group (CODA) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $18.4M of Coda Octopus Group stock for Q2 2023, up 26% quarter-over-quarter.
  • 5 funds opened new Coda Octopus Group positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Coda Octopus Group buyer in Q2 2023 was Touchstone Capital, an estimated $1.4M added.
  • The largest Coda Octopus Group seller in Q2 2023 was Millennium Management, an estimated $228K sold.

Based on aggregated 13F filings for Q2 2023.