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
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$2.42M +$134K +4,854 +6%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.41M +$78.9K +2,868 +4%
HIS
53
Harvest Investment Services
Illinois
$2.31M -$1.11M -40,269 -33%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.31M +$2.21M +80,400 New
AWM
55
AE Wealth Management
Kansas
$2.29M -$8.28K -301 -0.3%
SPS
56
Susquehanna Portfolio Strategies
Pennsylvania
$2.27M +$2.18M +79,156 New
Millennium Management
57
Millennium Management
New York
$2.26M +$987K +35,868 +84%
Invesco
58
Invesco
Georgia
$2.25M +$676K +24,566 +46%
JFG
59
Jefferies Financial Group
New York
$2.15M +$2.06M +75,000 New
MF
60
Magnetar Financial
Illinois
$1.95M +$1.57M +56,956 +514%
SC
61
Shearwater Capital
Colorado
$1.93M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.9M -$241K -8,762 -12%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.8M +$272K +9,888 +19%
ASN
64
Advisory Services Network
Georgia
$1.71M +$304K +11,065 +23%
Ameriprise
65
Ameriprise
Minnesota
$1.57M -$37.1K -1,347 -2%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.55M +$41.6K +1,513 +3%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.54M +$53.9K +1,959 +4%
Stifel Financial
68
Stifel Financial
Missouri
$1.54M +$602K +21,898 +69%
Simplex Trading
69
Simplex Trading
Illinois
$1.51M +$1.45M +52,536 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.5M -$37.2K -1,352 -3%
ETC
71
Exchange Traded Concepts
Oklahoma
$1.49M +$517K +18,783 +57%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M +$262K +9,527 +23%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.45M +$1.39M +50,372 New
CAC
74
Cowen and Company
New York
$1.44M +$1.38M +50,000 New
TI
75
Tidal Investments
Wisconsin
$1.41M -$348K -12,661 -20%

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.