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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
RAM
276
Riggs Asset Management
Pennsylvania
$2.87K +$2.75K +100 New
TFA
277
Toth Financial Advisory
Virginia
$2.87K +$2.75K +100 New
TWC
278
TD Waterhouse Canada
Ontario, Canada
$2.18K -$2.75K -100 -61%
FFO
279
Fortitude Family Office
Arizona
$2.15K +$2.06K +75 New
AA
280
AlphaMark Advisors
Kentucky
$2K
BTI
281
Blue Trust Inc
Georgia
$2K +$2.59K +94 +723%
ATC
282
Adirondack Trust Company
New York
$1.85K
PCFFS
283
Pacific Center for Financial Services
California
$1.78K
PWMG
284
Private Wealth Management Group
New Jersey
$1.78K +$1.71K +62 New
IPW
285
Impact Partnership Wealth
Georgia
$1.67K -$30.2K -1,096 -95%
GI
286
GAMMA Investing
California
$1.64K +$1.82K +66 New
SS
287
Sunbelt Securities
Texas
$1.44K -$12.4K -450 -90%
VWM
288
Valley Wealth Managers
New Jersey
$1.44K
WPA
289
West Paces Advisors
Georgia
$1.44K
IA
290
IFS Advisors
Kansas
$1.44K +$1.38K +50 New
CB
291
CNB Bank
Pennsylvania
$1.21K
BIA
292
Bell Investment Advisors
California
$1.18K
MSG
293
Main Street Group
Virginia
$1.18K +$1.13K +41 New
PMFA
294
Plante Moran Financial Advisors
Michigan
$1.15K +$1.1K +40 New
ADL
295
Asset Dedication LLC
California
$1K
HFS
296
Hantz Financial Services
Michigan
$1K
JWM
297
Janiczek Wealth Management
Colorado
$919 -$1.18K -43 -57%
NSG
298
Nalls Sherbakoff Group
Tennessee
$718 -$688 -25 -50%
CC
299
Centiva Capital
New York
$632 -$100K -3,634 -99%
KFS
300
Kelly Financial Services
Massachusetts
$625

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.