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
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$1.25M -$1.65K -60 -0.1%
Deutsche Bank
77
Deutsche Bank
Germany
$1.23M +$309K +11,235 +35%
MIM
78
MetLife Investment Management
New Jersey
$1.23M +$309K +11,224 +35%
DCM
79
DGS Capital Management
New Jersey
$1.19M
EGM
80
Engineers Gate Manager
New York
$1.16M +$723K +26,296 +184%
AIG
81
American International Group
New York
$1.16M +$282K +10,261 +34%
BPFA
82
Barnes Pettey Financial Advisors
Mississippi
$1.16M +$1.11M +40,432 New
Verition Fund Management
83
Verition Fund Management
Connecticut
$1.15M +$1.1M +40,047 New
FFN
84
Focus Financial Network
Minnesota
$1.11M -$807K -29,340 -43%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$1.02M +$49.5K +1,800 +5%
Truist Financial
86
Truist Financial
North Carolina
$1.02M -$83.3K -3,029 -8%
FFG
87
Fortem Financial Group
California
$1.02M +$251K +9,121 +35%
Creative Planning
88
Creative Planning
Kansas
$1.02M +$245K +8,915 +34%
BRWA
89
B. Riley Wealth Advisors
Florida
$1.01M +$970K +35,248 New
GAA
90
Global Assets Advisory
Florida
$975K -$7.62K -277 -0.8%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$968K -$1.82K -66 -0.2%
AF
92
Allworth Financial
California
$963K +$903K +32,813 +4,596%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$951K +$224K +8,141 +33%
SPG
94
Strategic Planning Group
Utah
$940K +$901K +32,737 New
OC
95
Oppenheimer & Co
New York
$938K +$115K +4,175 +15%
PAG
96
Private Advisor Group
New Jersey
$934K +$38.9K +1,415 +5%
LCGC
97
Legacy Capital Group California
California
$925K -$311K -11,316 -26%
WS
98
Wedbush Securities
California
$922K -$21.1K -767 -2%
HSA
99
Hussman Strategic Advisors
Maryland
$904K -$867K -31,500 -50%
MG
100
Marex Group
$863K +$827K +30,057 New

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.