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Coda Octopus Group

28 hedge funds and large institutions have $13.5M invested in Coda Octopus Group in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

12% more funds holding

Funds holding: 2528 (+3)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.35% less ownership

Funds ownership: 20.55%20.19% (-0.35%)

5% less capital invested

Capital invested by funds: $14.2M → $13.5M (-$653K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Touchstone Capital
Pennsylvania
$3.58M -$101K -16,176 -3%
TAM
2
Tocqueville Asset Management
New York
$3.55M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82M +$84.2K +13,517 +5%
RHJA
4
Rice Hall James & Associates
California
$1.42M -$98.5K -15,803 -6%
PCM
5
Perritt Capital Management
Illinois
$538K -$24.9K -4,000 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$391K
RC
7
RBF Capital
California
$389K -$2.62K -420 -0.6%
BlackRock
8
BlackRock
New York
$355K -$1.11K -178 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$323K
Federated Hermes
10
Federated Hermes
Pennsylvania
$305K -$38.6K -6,201 -11%
Northern Trust
11
Northern Trust
Illinois
$166K +$105K +16,810 +156%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$160K +$166K +26,613 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$105K -$6.23K -1,000 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$103K +$26.4K +4,234 +33%
State Street
15
State Street
Massachusetts
$78K
Citadel Advisors
16
Citadel Advisors
Florida
$76.4K +$79.4K +12,739 New
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$60.2K +$62.3K +10,000 New
Victory Capital Management
18
Victory Capital Management
Texas
$57.9K +$60.2K +9,656 New
BAM
19
Byrne Asset Management
New Jersey
$24.6K +$25.5K +4,100 New
TRCT
20
Tower Research Capital (TRC)
New York
$14.2K +$2.34K +375 +19%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$1.25K
Osaic Holdings
22
Osaic Holdings
Arizona
$1.23K
Morgan Stanley
23
Morgan Stanley
New York
$916 +$474 +76 +100%
JP Morgan Chase
24
JP Morgan Chase
New York
$312 +$299 +48 +1,200%
Wells Fargo
25
Wells Fargo
California
$277 +$12 +2 +5%

CODA Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2023, worth a combined $13.5M — down 4.6% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CODA positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $166K. The largest seller was Acuitas Investments, exiting entirely with an estimated $328K sold.

  • 28 institutional investors held Coda Octopus Group (CODA) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $13.5M of Coda Octopus Group stock for Q4 2023, down 4.6% quarter-over-quarter.
  • 6 funds opened new Coda Octopus Group positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Coda Octopus Group buyer in Q4 2023 was Susquehanna International Group, an estimated $166K added.
  • The largest Coda Octopus Group seller in Q4 2023 was Acuitas Investments, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2023.