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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
AC
126
Aristides Capital
Kentucky
$514K +$492K +17,900 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$500K -$20.6K -749 -4%
NFSG
128
Newbridge Financial Services Group
Florida
$490K -$146K -5,291 -24%
VF
129
Virtu Financial
New York
$487K +$466K +16,946 New
IMC Chicago
130
IMC Chicago
Illinois
$481K +$461K +16,769 New
HAM
131
Hedges Asset Management
Nevada
$468K -$66K -2,400 -13%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$466K +$33K +1,199 +8%
HT
133
Headlands Technologies
Illinois
$461K +$433K +15,753 +4,969%
Cerity Partners
134
Cerity Partners
New York
$455K +$436K +15,846 New
KWM
135
Kingsview Wealth Management
Oregon
$452K +$433K +15,736 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$447K -$72.2K -2,626 -14%
ProShare Advisors
137
ProShare Advisors
Maryland
$445K +$137K +4,981 +47%
MWM
138
Mission Wealth Management
California
$444K -$41.3K -1,500 -9%
BPA
139
Beacon Pointe Advisors
California
$438K +$420K +15,260 New
JIP
140
Jaffetilchin Investment Partners
Florida
$433K -$22.8K -829 -5%
LFAS
141
Level Four Advisory Services
Texas
$430K +$55.4K +2,014 +16%
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$422K +$319K +11,608 +375%
PA
143
Probity Advisors
Texas
$421K +$32.1K +1,165 +9%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$417K -$1.93K -70 -0.5%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$411K +$46.1K +1,674 +13%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$408K -$58.4K -2,121 -13%
GS
147
GTS Securities
New York
$408K -$631K -22,939 -62%
MML Investors Services
148
MML Investors Services
Massachusetts
$399K -$14.6K -530 -4%
NRD
149
Nebula Research & Development
New York
$397K +$380K +13,815 New
Victory Capital Management
150
Victory Capital Management
Texas
$392K +$77.6K +2,820 +26%

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.