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Coda Octopus Group

27 hedge funds and large institutions have $12.5M invested in Coda Octopus Group in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% less ownership

Funds ownership: 20.19%19.38% (-0.81%)

4% less funds holding

Funds holding: 2827 (-1)

7% less capital invested

Capital invested by funds: $13.5M → $12.5M (-$998K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$3.25M -$146K -25,000 -4%
TC
2
Touchstone Capital
Pennsylvania
$3.13M -$305K -52,317 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.73M -$12.2K -2,088 -0.7%
RHJA
4
Rice Hall James & Associates
California
$1.36M +$1.85K +317 +0.1%
PCM
5
Perritt Capital Management
Illinois
$473K -$42.9K -7,362 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$376K
RC
7
RBF Capital
California
$346K -$26.7K -4,580 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$315K +$4.29K +736 +1%
BlackRock
9
BlackRock
New York
$314K -$25.7K -4,412 -7%
Federated Hermes
10
Federated Hermes
Pennsylvania
$284K -$9.8K -1,683 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$262K +$110K +18,811 +71%
Northern Trust
12
Northern Trust
Illinois
$146K -$13.7K -2,348 -9%
Citadel Advisors
13
Citadel Advisors
Florida
$134K +$60.7K +10,412 +82%
State Street
14
State Street
Massachusetts
$75K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$68K -$31.1K -5,333 -31%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$64K -$37.3K -6,400 -37%
Osaic Holdings
17
Osaic Holdings
Arizona
$61.8K +$61.2K +10,500 +5,122%
BCMO
18
Buckingham Capital Management (Ohio)
Ohio
$57.7K
BAM
19
Byrne Asset Management
New Jersey
$24.8K -$23.9K -4,100 Closed
CFD
20
Creative Financial Designs
Indiana
$20.3K +$20.5K +3,515 New
TRCT
21
Tower Research Capital (TRC)
New York
$14.7K +$1.11K +190 +8%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.2K
Morgan Stanley
23
Morgan Stanley
New York
$439 -$443 -76 -50%
Wells Fargo
24
Wells Fargo
California
$271 +$6 +1 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$104 -$198 -34 -65%

CODA Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2024, worth a combined $12.5M — down 7.4% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CODA and 1 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was Touchstone Capital, cutting an estimated $305K.

  • 27 institutional investors held Coda Octopus Group (CODA) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $12.5M of Coda Octopus Group stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 1 fund opened new Coda Octopus Group positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest Coda Octopus Group buyer in Q1 2024 was Susquehanna International Group, an estimated $110K added.
  • The largest Coda Octopus Group seller in Q1 2024 was Touchstone Capital, an estimated $305K sold.

Based on aggregated 13F filings for Q1 2024.