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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
AIC
251
Archer Investment Corporation
Indiana
$8.5K +$4.68K +170 +135%
CPG
252
Custom Portfolio Group
Colorado
$8.44K +$8.09K +294 New
TAM
253
Tucker Asset Management
Colorado
$8.33K -$15.1K -550 -65%
PP
254
PFS Partners
New Jersey
$7.18K
TC
255
Truvestments Capital
Florida
$7.03K
C
256
Covestor
United Kingdom
$7K
HPC
257
HM Payson & Co
Maine
$6.89K +$2.89K +105 +78%
PS
258
PayPay Securities
Japan
$6.69K -$15.5K -565 -71%
SSB
259
Sandy Spring Bank
Maryland
$6.2K +$4.29K +156 +260%
LFA
260
Level Financial Advisors
New York
$5.68K
CAS
261
Coppell Advisory Solutions
Texas
$5.4K +$5.17K +188 New
PO
262
Private Ocean
California
$4.74K +$4.54K +165 New
SHIM
263
Stone House Investment Management
Pennsylvania
$4.31K
QC
264
Quent Capital
New York
$3.76K
CA
265
Crewe Advisors
Utah
$3.73K +$3.58K +130 New
WAS
266
Winch Advisory Services
Wisconsin
$3.3K
MIM
267
Macroview Investment Management
Maryland
$3.13K +$2.89K +105 +2,625%
HBW
268
Hazlett, Burt & Watson
West Virginia
$3K
LFG
269
Larson Financial Group
Missouri
$2.87K -$3.69K -134 -57%
CA
270
Clearstead Advisors
Ohio
$2.87K
DJSG
271
D.J. St. Germain
Massachusetts
$2.87K
GSIAS
272
Garden State Investment Advisory Services
New Jersey
$2.87K
LWANC
273
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.87K
MWA
274
Moser Wealth Advisors
Washington
$2.87K
CFO
275
CVA Family Office
Colorado
$2.87K +$2.75K +100 New

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.