302 hedge funds and large institutions have $1.74B invested in C3.ai in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 89 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+85
Holders Change %
+39.17%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
126
Increased
89
Reduced
56
Closed
39
Calls
$347M
Puts
$256M
Net Calls
+$91.3M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$63.8K -$17K -507 -21%
IGWM
227
ICA Group Wealth Management
Colorado
$59.6K +$33.6K +1,000 +129%
IUHSA
228
Itau Unibanco Holding S.A.
Brazil
$55.6K -$302 -9 -0.5%
PA
229
Parallel Advisors
California
$36K +$12.4K +369 +52%
SS
230
Sunbelt Securities
Texas
$35.9K +$35.9K +1,300 New
AFG
231
Albion Financial Group
Utah
$33.6K
GCM
232
Gables Capital Management
Florida
$33.6K +$33.6K +1,000 New
APW
233
Atlantic Private Wealth
North Carolina
$30.4K +$30.4K +907 New
QCG
234
Quadrant Capital Group
Ohio
$28.9K +$269 +8 +0.9%
TAM
235
Tucker Asset Management
Colorado
$27.1K +$27.1K +808 New
PFBT
236
Parkside Financial Bank & Trust
Missouri
$26.9K +$26.9K +800 New
CP
237
Castleview Partners
Texas
$26K
Russell Investments Group
238
Russell Investments Group
United Kingdom
$25.4K +$25.4K +758 New
EWA
239
EverSource Wealth Advisors
Alabama
$21.6K +$4.23K +126 +24%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$20K -$8.48K -248 -30%
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$20K +$6.74K +248 +51%
PP
242
PFS Partners
New Jersey
$17.6K
PTC
243
Private Trust Company
Ohio
$16.8K +$16.8K +500 New
TC
244
Truvestments Capital
Florida
$14.9K +$14.9K +445 New
AF
245
Allworth Financial
California
$13.4K
CCM
246
Chilton Capital Management
Texas
$13.4K +$13.4K +400 New
WP
247
WealthPLAN Partners
Nebraska
$12.4K +$12.4K +368 New
HCM
248
Hollencrest Capital Management
California
$12.3K
CWP
249
Concord Wealth Partners
Virginia
$10.6K +$10.6K +315 New
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$10.1K