306 hedge funds and large institutions have $1.39B invested in C3.ai in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
112
Reduced
90
Closed
45
Calls
$325M
Puts
$342M
Net Calls
-$16.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$337K -$22.6K -833 -6%
FFM
152
Forum Financial Management
Illinois
$334K -$262K -9,669 -44%
PI
153
PFG Investments
New York
$330K +$330K +12,173 New
BCV
154
Banque Cantonale Vaudoise
Switzerland
$329K +$243K +9,006 +283%
AAS
155
Avantax Advisory Services
Texas
$327K +$6.33K +234 +2%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$319K -$102K -3,779 -24%
FWM
157
Focused Wealth Management
New York
$305K +$6.77K +250 +2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$302K +$88.2K +3,258 +41%
MAM
159
Montchanin Asset Management
Delaware
$297K +$297K +10,975 New
Principal Financial Group
160
Principal Financial Group
Iowa
$290K +$30.3K +1,119 +12%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$284K -$569 -21 -0.2%
BW
162
BIP Wealth
Georgia
$279K +$8.12K +300 +3%
EWA
163
EP Wealth Advisors
California
$277K +$16.2K +600 +6%
LSC
164
Lesa Sroufe & Co
Washington
$277K +$30.5K +1,125 +12%
KWA
165
Kingswood Wealth Advisors
California
$275K +$275K +10,176 New
BAM
166
Brave Asset Management
New Jersey
$270K -$92K -3,400 -25%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$267K +$267K +9,871 New
PA
168
PFG Advisors
Arizona
$260K +$44.4K +1,642 +21%
CCC
169
Chesapeake Capital Corp
Florida
$259K -$88.1K -3,256 -25%
EE
170
EWG Elevate
California
$258K +$17.9K +662 +7%
IWC
171
Integrated Wealth Concepts
Massachusetts
$247K +$34.8K +1,286 +16%
SWM
172
SeaCrest Wealth Management
New York
$244K -$39K -1,442 -14%
Cerity Partners
173
Cerity Partners
New York
$233K -$196K -7,254 -46%
OIA
174
Optimum Investment Advisors
Illinois
$232K +$152K +5,600 +189%
AIP
175
Ameritas Investment Partners
Nebraska
$228K