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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
BAM
151
Brave Asset Management
New Jersey
$384K
LSA
152
Leonteq Securities AG
Switzerland
$384K +$272K +9,873 +283%
Mariner
153
Mariner
Kansas
$382K +$9.27K +337 +3%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$381K -$44.5K -1,617 -11%
OAM
155
Oxford Asset Management
United Kingdom
$381K +$365K +13,265 New
GVAG
156
Great Valley Advisor Group
Delaware
$371K +$94.1K +3,420 +36%
SPC
157
Sigma Planning Corp
Michigan
$368K -$787K -28,593 -69%
CCC
158
Chesapeake Capital Corp
Florida
$368K +$353K +12,818 New
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$350K +$335K +12,193 New
BHCM
160
Brevan Howard Capital Management
Jersey
$347K +$332K +12,073 New
HCA
161
Harbour Capital Advisors
Virginia
$341K +$340K +12,355 New
AAS
162
Avantax Advisory Services
Texas
$340K +$38.5K +1,401 +13%
CSS
163
Cubist Systematic Strategies
Connecticut
$335K -$5.85M -212,654 -95%
FWM
164
Focused Wealth Management
New York
$316K +$4.13K +150 +1%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$307K
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$301K +$5.61K +204 +2%
CIAS
167
Capital Investment Advisory Services
North Carolina
$297K +$285K +10,350 New
AB
168
Amalgamated Bank
New York
$297K +$58.4K +2,121 +26%
Nomura Holdings
169
Nomura Holdings
Japan
$295K -$849K -30,853 -75%
Credit Agricole
170
Credit Agricole
France
$293K +$27.5K +1,000 +11%
BW
171
BIP Wealth
Georgia
$287K
SWM
172
SeaCrest Wealth Management
New York
$285K -$54K -1,962 -16%
EWA
173
EP Wealth Advisors
California
$277K +$17.7K +644 +7%
Principal Financial Group
174
Principal Financial Group
Iowa
$275K +$264K +9,584 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K +$31.6K +1,150 +14%

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.