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Coda Octopus Group

25 hedge funds and large institutions have $14.2M invested in Coda Octopus Group in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.31% more ownership

Funds ownership: 20.24%20.55% (+0.31%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

23% less capital invested

Capital invested by funds: $18.4M → $14.2M (-$4.26M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Touchstone Capital
Pennsylvania
$3.79M +$916K +118,515 +24%
TAM
2
Tocqueville Asset Management
New York
$3.65M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M +$124K +15,986 +6%
RHJA
4
Rice Hall James & Associates
California
$1.56M -$30.8K -3,980 -2%
PCM
5
Perritt Capital Management
Illinois
$579K +$2.32K +300 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$404K -$13.5K -1,747 -3%
RC
7
RBF Capital
California
$403K
BlackRock
8
BlackRock
New York
$366K -$354K -45,769 -44%
Federated Hermes
9
Federated Hermes
Pennsylvania
$354K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$334K -$4.42K -571 -1%
AI
11
Acuitas Investments
Washington
$328K +$409K +52,925 New
WVP
12
Worth Venture Partners
New Jersey
$167K +$208K +26,947 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$115K +$15.5K +2,000 +12%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$85.3K -$14.7K -1,905 -12%
State Street
15
State Street
Massachusetts
$80.6K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$80K +$29.8K +3,859 +43%
Northern Trust
17
Northern Trust
Illinois
$66.9K
TRCT
18
Tower Research Capital (TRC)
New York
$12.3K +$6.15K +795 +67%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$1.29K
Osaic Holdings
20
Osaic Holdings
Arizona
$1.27K +$1.55K +201 +5,025%
Morgan Stanley
21
Morgan Stanley
New York
$471
Wells Fargo
22
Wells Fargo
California
$273 +$8 +1 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$25
UBS Group
24
UBS Group
Switzerland
$6 -$14.4K -1,867 -100%
DJSG
25
D.J. St. Germain
Massachusetts
$6

CODA Hedge Fund Activity: Q3 2023 in Review

25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2023, worth a combined $14.2M — down 23% from $18.4M a quarter earlier.

Fund positioning in CODA was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Touchstone Capital, adding an estimated $916K. The largest seller was EAM Investors, exiting entirely with an estimated $1.01M sold.

  • 25 institutional investors held Coda Octopus Group (CODA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $14.2M of Coda Octopus Group stock for Q3 2023, down 23% quarter-over-quarter.
  • 2 funds opened new Coda Octopus Group positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Coda Octopus Group buyer in Q3 2023 was Touchstone Capital, an estimated $916K added.
  • The largest Coda Octopus Group seller in Q3 2023 was EAM Investors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.