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314 hedge funds and large institutions have $1.65B invested in C3.ai in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

36% more capital invested

Capital invested by funds: $1.21B → $1.65B (+$440M)

8.11% more ownership

Funds ownership: 41.15%49.26% (+8.1%)

6% more funds holding

Funds holding: 297314 (+17)

21% less call options, than puts

Call options by funds: $364M | Put options by funds: $460M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
314
Holders Change
+17
Holders Change %
+5.72%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
54
Increased
126
Reduced
78
Closed
36
Calls
$364M
Puts
$460M
Net Calls
-$96.8M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
226
ICA Group Wealth Management
Colorado
$28.7K +$27.5K +1,000 New
AAG
227
Armstrong Advisory Group
Massachusetts
$28.7K -$28 -1 -0.1%
Russell Investments Group
228
Russell Investments Group
United Kingdom
$27K +$2.17K +79 +9%
EC
229
EntryPoint Capital
New York
$26.8K +$25.6K +932 New
APW
230
Atlantic Private Wealth
North Carolina
$26K
QCG
231
Quadrant Capital Group
Ohio
$24.2K -$165 -6 -0.7%
AA
232
Ancora Advisors
Ohio
$23.8K +$9.08K +330 +66%
IUHSA
233
Itau Unibanco Holding S.A.
Brazil
$23.1K +$1.46K +53 +7%
CP
234
Castleview Partners
Texas
$22.3K
SO
235
STRS Ohio
Ohio
$22K
CFGS
236
Concourse Financial Group Securities
Alabama
$21.9K +$385 +14 +2%
EWA
237
EverSource Wealth Advisors
Alabama
$18.5K
CFB
238
Cullen/Frost Bankers
Texas
$18K +$17.2K +626 New
PS
239
Principal Securities
Iowa
$12.8K +$12.2K +445 New
VCM
240
Versant Capital Management
Arizona
$12.1K +$5.56K +202 +91%
NS
241
NBC Securities
Alabama
$11K
MIFH
242
Migdal Insurance & Financial Holdings
Israel
$11K +$55 +2 +0.6%
OP
243
ORG Partners
Indiana
$10K +$9.63K +350 New
GRP
244
Global Retirement Partners
California
$9.8K +$4.71K +171 +78%
SIC
245
Salem Investment Counselors
North Carolina
$9.5K +$3.6K +131 +66%
CWP
246
Concord Wealth Partners
Virginia
$9.04K
BFEC
247
Benjamin F. Edwards & Company
Missouri
$9K -$4.26K -155 -34%
HGERS
248
Householder Group Estate & Retirement Specialist
Arizona
$9K +$4.82K +175 +117%
MCM
249
Manchester Capital Management
Vermont
$8.61K +$1.02K +37 +14%
Comerica Bank
250
Comerica Bank
Texas
$8.53K +$7.37K +268 +924%

AI Hedge Fund Activity: Q4 2023 in Review

314 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in C3.ai (AI) for Q4 2023, worth a combined $1.65B — up 36% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AI positions and 36 closed out — a net gain of 18 holders — while 126 added to existing stakes and 78 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $39.2M.

  • 314 institutional investors held C3.ai (AI) as of Q4 2023, up from 297 in Q3 2023.
  • Funds reported $1.65B of C3.ai stock for Q4 2023, up 36% quarter-over-quarter.
  • 54 funds opened new C3.ai positions in Q4 2023 and 36 closed out, a net change of +18 holders.
  • The largest C3.ai buyer in Q4 2023 was VOYA Investment Management, an estimated $159M added.
  • The largest C3.ai seller in Q4 2023 was Goldman Sachs, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2023.