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C3.ai
AI

316 hedge funds and large institutions have $1.44B invested in C3.ai in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.33% more ownership

Funds ownership: 45.98% → 48.31% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

1% more call options, than puts

Call options by funds: $320M | Put options by funds: $316M

7% less funds holding

Funds holding: 338 → 316 (-22)

11% less capital invested

Capital invested by funds: $1.61B → $1.44B (-$171M)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
316
Holders Change
-22
Holders Change %
-6.51%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
103
Reduced
101
Closed
55
Calls
$320M
Puts
$316M
Net Calls
+$4.02M
Net Calls Change
-$27.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$48.9M
2
Marshall Wace
Marshall Wace
United Kingdom
+$34.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$24.5M
4
BlackRock
BlackRock
New York
+$21.2M
5
Jane Street
Jane Street
New York
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$22.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$19.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.16M
4
Legal & General Group
Legal & General Group
United Kingdom
-$8.62M
5
SC
Sculptor Capital
New York
-$8.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
251
Macroview Investment Management
Maryland
$5.04K – – –
CPA
252
Capital Performance Advisors
California
$4.72K +$4.96K +195 New
TAM
253
Tucker Asset Management
Colorado
$4.6K – – –
GI
254
GAMMA Investing
California
$4.43K -$11.2K -442 -71%
SAM
255
Smartleaf Asset Management
Massachusetts
$4.04K +$2.92K +115 +221%
Bessemer Group
256
Bessemer Group
New Jersey
$4K +$3.81K +150 New
LFG
257
Larson Financial Group
Missouri
$3.9K +$4.09K +161 New
TC
258
Truvestments Capital
Florida
$3.76K +$3.94K +155 New
QC
259
Quent Capital
New York
$3.17K – – –
CFO
260
CVA Family Office
Colorado
$2.91K +$508 +20 +20%
SS
261
Sunbelt Securities
Texas
$2.64K +$813 +32 +42%
CA
262
Continuum Advisory
Idaho
$2.64K – – –
BMC
263
Bear Mountain Capital
Washington
$2.52K +$2.44K +96 New
GRP
264
Global Retirement Partners
California
$2.45K -$4.07K -160 -61%
RAM
265
Riggs Asset Management
Pennsylvania
$2.42K -$229 -9 -8%
CIA
266
Cape Investment Advisory
Georgia
$2.42K – – –
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.42K – – –
MWA
268
Moser Wealth Advisors
Washington
$2.42K – – –
EB
269
Eastern Bank
Massachusetts
$2.42K +$2.54K +100 New
CAS
270
Coppell Advisory Solutions
Texas
$2.28K -$2.75K -108 -53%
SCM
271
Sterling Capital Management
North Carolina
$2.04K +$2.13K +84 New
HBW
272
Hazlett, Burt & Watson
West Virginia
$2K – – –
VCM
273
Versant Capital Management
Arizona
$1.87K -$7.62K -300 -80%
PCMC
274
Planning Capital Management Corporation
Pennsylvania
$1.82K +$1.91K +75 New
FFO
275
Fortitude Family Office
Arizona
$1.82K – – –
9 10
11
12 13

AI Hedge Fund Activity: Q3 2024 in Review

316 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in C3.ai (AI) for Q3 2024, worth a combined $1.44B — down 11% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AI and 39 opened new positions — a net loss of 16 holders — while 101 trimmed existing stakes and 103 added.

The largest buyer was Citadel Advisors, adding an estimated $48.9M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 316 institutional investors held C3.ai (AI) as of Q3 2024, down from 338 in Q2 2024.
  • Funds reported $1.44B of C3.ai stock for Q3 2024, down 11% quarter-over-quarter.
  • 39 funds opened new C3.ai positions in Q3 2024 and 55 closed out, a net change of -16 holders.
  • The largest C3.ai buyer in Q3 2024 was Citadel Advisors, an estimated $48.9M added.
  • The largest C3.ai seller in Q3 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.