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Coda Octopus Group

30 hedge funds and large institutions have $12.9M invested in Coda Octopus Group in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 2930 (+1)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3.73% less ownership

Funds ownership: 18.42%14.69% (-3.7%)

14% less capital invested

Capital invested by funds: $15M → $12.9M (-$2.08M)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
10
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
$3.12M -$382K -44,918 -10%
RHJA
2
Rice Hall James & Associates
California
$2.34M -$77.6K -9,124 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.33M -$16.7K -1,968 -0.7%
PCM
4
Perritt Capital Management
Illinois
$635K -$6.38K -750 -0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$471K +$298K +34,997 +139%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$470K +$18.6K +2,180 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$465K +$17.5K +2,054 +4%
RC
8
RBF Capital
California
$439K -$33.3K -3,911 -7%
BlackRock
9
BlackRock
New York
$426K -$1.5K -176 -0.3%
Citadel Advisors
10
Citadel Advisors
Florida
$398K +$205K +24,084 +90%
Federated Hermes
11
Federated Hermes
Pennsylvania
$339K -$50.3K -5,907 -12%
Northern Trust
12
Northern Trust
Illinois
$304K +$114K +13,442 +53%
State Street
13
State Street
Massachusetts
$250K +$161K +18,900 +145%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$193K -$323K -37,999 -61%
Renaissance Technologies
15
Renaissance Technologies
New York
$186K +$117K +13,737 +137%
W
16
Wealthquest
Ohio
$114K
EIM
17
Essex Investment Management
Massachusetts
$114K +$124K +14,603 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$93K +$638 +75 +0.6%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$78.3K
UBS Group
20
UBS Group
Switzerland
$48.4K +$52.6K +6,186 +618,600%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$46K +$50.3K +5,909 New
Morgan Stanley
22
Morgan Stanley
New York
$14.7K +$15.3K +1,800 +2,368%
CFD
23
Creative Financial Designs
Indiana
$10.8K -$4.07K -478 -26%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.63K
Bank of America
25
Bank of America
North Carolina
$368 -$783 -92 -66%

CODA Hedge Fund Activity: Q4 2024 in Review

30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q4 2024, worth a combined $12.9M — down 14% from $15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CODA positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $298K. The largest seller was Tocqueville Asset Management, cutting an estimated $382K.

  • 30 institutional investors held Coda Octopus Group (CODA) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $12.9M of Coda Octopus Group stock for Q4 2024, down 14% quarter-over-quarter.
  • 4 funds opened new Coda Octopus Group positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Coda Octopus Group buyer in Q4 2024 was Osaic Holdings, an estimated $298K added.
  • The largest Coda Octopus Group seller in Q4 2024 was Tocqueville Asset Management, an estimated $382K sold.

Based on aggregated 13F filings for Q4 2024.