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Coda Octopus Group
CODA

29 hedge funds and large institutions have $15M invested in Coda Octopus Group in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $12.7M → $15M (+$2.27M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more funds holding

Funds holding: 28 → 29 (+1)

0.42% less ownership

Funds ownership: 18.84% → 18.42% (-0.42%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHJA
Rice Hall James & Associates
California
+$438K
2
W
Wealthquest
Ohio
+$102K
3
Osaic Holdings
Osaic Holdings
Arizona
+$73.2K
4
Renaissance Technologies
Renaissance Technologies
New York
+$69.8K
5
Citadel Advisors
Citadel Advisors
Florida
+$31.3K

Top Sellers

Rank Fund Capital Flow
1
TC
Touchstone Capital
Pennsylvania
-$536K
2
TAM
Tocqueville Asset Management
New York
-$354K
3
VF
Virtu Financial
New York
-$66K
4
UBS Group
UBS Group
Switzerland
-$39.1K
5
CFD
Creative Financial Designs
Indiana
-$17.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$3.21M -$354K -50,831 -10%
TC
2
Touchstone Capital
Pennsylvania
$3.17M -$536K -76,986 -15%
RHJA
3
Rice Hall James & Associates
California
$2.23M +$438K +62,898 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.17M – – –
PCM
5
Perritt Capital Management
Illinois
$594K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$454K +$1.82K +262 +0.4%
RC
7
RBF Capital
California
$435K – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$419K +$28 +4 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$416K -$439 -63 -0.1%
BlackRock
10
BlackRock
New York
$396K +$3.94K +565 +1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$357K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$194K +$31.3K +4,489 +20%
Northern Trust
13
Northern Trust
Illinois
$184K -$3.86K -554 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$183K +$73.2K +10,500 +71%
W
15
Wealthquest
Ohio
$108K +$102K +14,603 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$95K +$13.9K +2,000 +18%
State Street
17
State Street
Massachusetts
$94.3K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$86K – – –
Renaissance Technologies
19
Renaissance Technologies
New York
$72.6K +$69.8K +10,014 New
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$72.5K – – –
CFD
21
Creative Financial Designs
Indiana
$13.4K -$17.6K -2,527 -58%
TRCT
22
Tower Research Capital (TRC)
New York
$4.65K -$7.89K -1,132 -64%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.51K – – –
Bank of America
24
Bank of America
North Carolina
$1.01K +$620 +89 +178%
Morgan Stanley
25
Morgan Stanley
New York
$551 – – –
1
2

CODA Hedge Fund Activity: Q3 2024 in Review

29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q3 2024, worth a combined $15M — up 18% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CODA positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $438K. The largest seller was Touchstone Capital, cutting an estimated $536K.

  • 29 institutional investors held Coda Octopus Group (CODA) as of Q3 2024, up from 28 in Q2 2024.
  • Funds reported $15M of Coda Octopus Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 3 funds opened new Coda Octopus Group positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest Coda Octopus Group buyer in Q3 2024 was Rice Hall James & Associates, an estimated $438K added.
  • The largest Coda Octopus Group seller in Q3 2024 was Touchstone Capital, an estimated $536K sold.

Based on aggregated 13F filings for Q3 2024.