We are live on ! Find out more

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
DCM
326
Donaldson Capital Management
Indiana
-$265K -10,400 Closed
IAN
327
Integrated Advisors Network
Texas
-$223K -8,743 Closed
CA
328
Cetera Advisors
Colorado
-$221K -8,647 Closed
KA
329
Kovack Advisors
Florida
-$219K -8,571 Closed
FPCG
330
Fort Pitt Capital Group
Pennsylvania
-$204K -8,000 Closed
BBL
331
Beck Bode LLC
Massachusetts
-$202K -7,899 Closed
EFH
332
Eaton Financial Holdings
Florida
-$200K -7,840 Closed
PIA
333
Perennial Investment Advisors
California
-$92.1K -3,609 Closed
ECM
334
EMC Capital Management
Texas
-$91K -3,600 Closed
WWM
335
Wolff Wiese Magana
California
-$78.7K -3,084 Closed
2C
336
272 Capital
Texas
-$25.5K -1,000 Closed
CCM
337
Chilton Capital Management
Texas
-$25.5K -1,000 Closed
Lazard Asset Management
338
Lazard Asset Management
New York
-$25K -986 Closed
GFPC
339
Global Financial Private Client
Florida
-$18.5K -750 Closed
HIIFS
340
Harel Insurance Investments & Financial Services
Israel
-$18K -700 Closed
HCM
341
Hollencrest Capital Management
California
-$16.2K -635 Closed
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
-$7.66K -300 Closed
Legacy Financial Group (Iowa)
343
Legacy Financial Group (Iowa)
Iowa
-$6.38K -250 Closed
PA
344
PSI Advisors
Florida
-$4.21K -165 Closed
OAJ
345
Ogorek Anthony Joseph
New York
-$1K -60 Closed
CFFP
346
Center for Financial Planning
Michigan
-$1.28K -50 Closed
BAAM
347
Baker Avenue Asset Management
California
-$919 -36 Closed
TWP
348
TFO Wealth Partners
Ohio
-$182 -5 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.