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Coda Octopus Group

28 hedge funds and large institutions have $12.7M invested in Coda Octopus Group in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more funds holding

Funds holding: 2728 (+1)

1% more capital invested

Capital invested by funds: $12.5M → $12.7M (+$179K)

0.53% less ownership

Funds ownership: 19.38%18.84% (-0.53%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Touchstone Capital
Pennsylvania
$3.1M -$188K -29,139 -5%
TAM
2
Tocqueville Asset Management
New York
$2.98M -$452K -70,102 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.81M
RHJA
4
Rice Hall James & Associates
California
$1.47M +$57.7K +8,948 +4%
PCM
5
Perritt Capital Management
Illinois
$493K -$426 -66 -0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$376K +$110K +16,989 +37%
RC
7
RBF Capital
California
$362K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$348K -$47K -7,288 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$346K +$18.3K +2,835 +5%
BlackRock
10
BlackRock
New York
$326K -$2.92K -452 -0.8%
Federated Hermes
11
Federated Hermes
Pennsylvania
$297K
Northern Trust
12
Northern Trust
Illinois
$156K +$4.47K +693 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$134K -$5.93K -920 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$88.6K +$25.8K +3,999 +37%
State Street
15
State Street
Massachusetts
$78.3K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$71K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$67K
VF
18
Virtu Financial
New York
$66K +$70.9K +10,997 New
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$60.3K
UBS Group
20
UBS Group
Switzerland
$33.8K +$36.2K +5,614 +561,400%
CFD
21
Creative Financial Designs
Indiana
$26.4K +$5.57K +864 +25%
TRCT
22
Tower Research Capital (TRC)
New York
$10.7K -$4.98K -772 -30%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.25K
Morgan Stanley
24
Morgan Stanley
New York
$458
Bank of America
25
Bank of America
North Carolina
$301 +$316 +49 +4,900%

CODA Hedge Fund Activity: Q2 2024 in Review

28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q2 2024, worth a combined $12.7M — up 1.4% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CODA positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was Tocqueville Asset Management, cutting an estimated $452K.

  • 28 institutional investors held Coda Octopus Group (CODA) as of Q2 2024, up from 27 in Q1 2024.
  • Funds reported $12.7M of Coda Octopus Group stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 2 funds opened new Coda Octopus Group positions in Q2 2024 and 1 closed out, a net change of +1 holder.
  • The largest Coda Octopus Group buyer in Q2 2024 was Susquehanna International Group, an estimated $110K added.
  • The largest Coda Octopus Group seller in Q2 2024 was Tocqueville Asset Management, an estimated $452K sold.

Based on aggregated 13F filings for Q2 2024.