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
CB
101
Commerce Bank
Missouri
$855K
Corient Private Wealth
102
Corient Private Wealth
Florida
$846K +$72.6K +2,640 +10%
CI
103
Cavalier Investments
Georgia
$841K +$19.4K +704 +2%
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$818K +$22.3K +811 +3%
CG
105
Caprock Group
Idaho
$813K +$7.65K +278 +1%
AR
106
Advisory Research
Illinois
$813K -$875K -31,797 -53%
ASRS
107
Arizona State Retirement System
Arizona
$782K +$3.33K +121 +0.4%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$755K -$272K -9,900 -27%
N
109
Natixis
France
$743K -$18K -653 -2%
TCWM
110
Total Clarity Wealth Management
Illinois
$743K +$158K +5,755 +29%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$720K -$9.6M -349,081 -94%
AWM
112
Axxcess Wealth Management
California
$718K
IC
113
IEQ Capital
California
$691K
American Century Companies
114
American Century Companies
Missouri
$690K -$819K -29,754 -55%
EWM
115
Empirical Wealth Management
Washington
$686K +$59.1K +2,148 +10%
BEI
116
Benjamin Edwards Inc
Missouri
$655K +$89.4K +3,251 +17%
AQR Capital Management
117
AQR Capital Management
Connecticut
$645K +$195K +7,094 +46%
FFM
118
Forum Financial Management
Illinois
$632K +$33.8K +1,230 +6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$614K +$179K +6,491 +44%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$609K +$27.5K +1,000 +5%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$607K +$106K +3,870 +22%
AWA
122
Arkadios Wealth Advisors
Georgia
$596K +$232K +8,436 +69%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$577K -$30K -1,090 -5%
CAN
124
Cetera Advisor Networks
California
$526K +$126K +4,564 +33%
1WA
125
180 Wealth Advisors
Washington
$518K -$24.5K -892 -5%

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.