312 hedge funds and large institutions have $1.64B invested in C3.ai in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+16
Holders Change %
+5.41%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
53
Increased
125
Reduced
78
Closed
36
Calls
$364M
Puts
$460M
Net Calls
-$96.8M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$262K -$49.5K -1,996 -16%
LSC
177
Lesa Sroufe & Co
Washington
$262K
EE
178
EWG Elevate
California
$255K +$19.5K +679 +8%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$249K +$249K +8,670 New
GC
180
Guggenheim Capital
Illinois
$244K +$5.54K +193 +2%
AIP
181
Ameritas Investment Partners
Nebraska
$242K +$74.5K +2,596 +45%
AWA
182
Arete Wealth Advisors
Illinois
$237K -$162K -5,646 -41%
CA
183
Cornerstone Advisory
Maryland
$230K +$287 +10 +0.1%
CLOS
184
Compagnie Lombard Odier SCmA
Switzerland
$230K +$86.1K +3,000 +60%
PA
185
PFG Advisors
Arizona
$229K +$229K +7,970 New
HSBC Holdings
186
HSBC Holdings
United Kingdom
$228K -$864K -29,994 -79%
IWC
187
Integrated Wealth Concepts
Massachusetts
$225K -$44.1K -1,535 -16%
Amundi
188
Amundi
France
$224K -$117K -4,128 -34%
AC
189
AXQ Capital
New Jersey
$210K +$210K +7,303 New
MWM
190
Meridian Wealth Management
Kentucky
$208K +$208K +7,255 New
AWS
191
Atria Wealth Solutions
New York
$202K +$202K +7,042 New
AP
192
AtonRa Partners
Switzerland
$179K -$26.1K -910 -13%
TRCT
193
Tower Research Capital (TRC)
New York
$161K +$127K +4,438 +379%
US Bancorp
194
US Bancorp
Minnesota
$153K -$39K -1,360 -20%
NA
195
NewEdge Advisors
Louisiana
$135K +$1.58K +55 +1%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$134K +$32K +1,113 +31%
Belvedere Trading
197
Belvedere Trading
Illinois
$128K -$96.9K -3,374 -43%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$124K -$18.2K -634 -13%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$120K +$28.7K +998 +32%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$106K +$2.07K +72 +2%