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C3.ai
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Overview Fund Activity

336 hedge funds and large institutions have $1.61B invested in C3.ai in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
72
Increased
107
Reduced
94
Closed
38
Calls
$520M
Puts
$489M
Net Calls
+$31.6M
Net Calls Change
+$48.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$334M
3
BlackRock
3
BlackRock
New York
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$22.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$22.6M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
GAA
2
Global Assets Advisory
Florida
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$1.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
351
BIP Wealth
Georgia
– -$279K -10,300 Closed
CCC
352
Chesapeake Capital Corp
Florida
– -$259K -9,562 Closed
EE
353
EWG Elevate
California
– -$258K -9,538 Closed
AWS
354
Atria Wealth Solutions
New York
– -$219K -8,087 Closed
APW
355
Aurora Private Wealth
New Jersey
– -$212K -8,039 Closed
CC
356
Centiva Capital
New York
– -$209K -7,738 Closed
MLICM
357
Metropolitan Life Insurance Company (MetLife)
New York
– -$121K -4,476 Closed
Daiwa Securities Group
358
Daiwa Securities Group
Japan
– -$71K -2,634 Closed
SSG
359
Summit Securities Group
New York
– -$27K -1,000 Closed
AWM
360
Avior Wealth Management
Nebraska
– -$18.9K -699 Closed
NS
361
NBC Securities
Alabama
– -$13K -515 Closed
QPBE
362
Quintet Private Bank (Europe)
Luxembourg
– -$14.9K -489 Closed
CJ
363
Caitlin John
Michigan
– -$11.5K -425 Closed
CWP
364
Concord Wealth Partners
Virginia
– -$8.53K -315 Closed
JWA
365
JFS Wealth Advisors
Pennsylvania
– -$8.12K -300 Closed
TC
366
Truvestments Capital
Florida
– -$6.63K -245 Closed
PWMG
367
Private Wealth Management Group
New Jersey
– -$3.98K -147 Closed
LFG
368
Larson Financial Group
Missouri
– -$2.71K -100 Closed
IPW
369
Impact Partnership Wealth
Georgia
– -$1.57K -58 Closed
CB
370
CNB Bank
Pennsylvania
– -$1.14K -42 Closed
FFWA
371
FRG Family Wealth Advisors
Washington
– -$541 -24 Closed
BCH
372
Berkshire Capital Holdings
California
– -$271 -10 Closed
RCM
373
Raleigh Capital Management
North Carolina
– -$108 -4 Closed
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