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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
CFD
301
Creative Financial Designs
Indiana
$574
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$316 -$220 -8 -42%
AFG
303
Albion Financial Group
Utah
$288
BCH
304
Berkshire Capital Holdings
California
$287
PA
305
Pineridge Advisors
Missouri
$258 +$248 +9 New
NSIM
306
North Star Investment Management
Illinois
$144
BFPW
307
BOK Financial Private Wealth
Colorado
$115
NL
308
NVWM LLC
Pennsylvania
$86
HWA
309
Heritage Wealth Advisors
Virginia
$86 +$83 +3 New
GCS
310
Gordian Capital (Singapore)
Singapore
$29 -$1.1K -40 -98%
GI
311
Gradient Investments
Minnesota
$29
MA
312
MCF Advisors
Kentucky
$29
Tudor Investment Corp
313
Tudor Investment Corp
Connecticut
-$19.5M -708,777 Closed
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
-$17.2M -672,638 Closed
CCM
315
Cadian Capital Management
New York
-$5.1M -200,000 Closed
CF
316
Cantor Fitzgerald
New York
-$2.55M -99,900 Closed
SEC
317
Seven Eight Capital
New York
-$2.53M -99,026 Closed
TC
318
TwinBeech Capital
New York
-$1.33M -52,041 Closed
AG
319
Algert Global
California
-$789K -30,930 Closed
EP
320
Edgestream Partners
New Jersey
-$597K -23,409 Closed
PRC
321
Pearl River Capital
Michigan
-$545K -21,346 Closed
LGF
322
LGT Group Foundation
Liechtenstein
-$450K -18,200 Closed
KWM
323
Keebeck Wealth Management
Illinois
-$383K -15,000 Closed
Federated Hermes
324
Federated Hermes
Pennsylvania
-$319K -12,500 Closed
MTIM
325
Marathon Trading Investment Management
Pennsylvania
-$308K -12,064 Closed

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.