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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
APW
176
Aurora Private Wealth
New Jersey
$271K -$6K -218 -2%
MC
177
Moors & Cabot
Massachusetts
$264K -$17.2K -625 -6%
SWM
178
Spire Wealth Management
Virginia
$262K -$54.9K -1,996 -16%
LSC
179
Lesa Sroufe & Co
Washington
$262K
EE
180
EWG Elevate
California
$255K +$18.7K +679 +8%
Bank of Nova Scotia
181
Bank of Nova Scotia
Ontario, Canada
$249K +$239K +8,670 New
GC
182
Guggenheim Capital
Illinois
$244K +$5.31K +193 +2%
AIP
183
Ameritas Investment Partners
Nebraska
$242K +$71.4K +2,596 +45%
AWA
184
Arete Wealth Advisors
Illinois
$237K -$155K -5,646 -41%
CA
185
Cornerstone Advisory
Maryland
$230K +$275 +10 +0.1%
CLOS
186
Compagnie Lombard Odier SCmA
Switzerland
$230K +$82.5K +3,000 +60%
PA
187
PFG Advisors
Arizona
$229K +$219K +7,970 New
HSBC Holdings
188
HSBC Holdings
United Kingdom
$228K -$825K -29,994 -79%
IWC
189
Integrated Wealth Concepts
Massachusetts
$225K -$42.2K -1,535 -16%
Amundi
190
Amundi
France
$224K -$114K -4,128 -34%
AC
191
AXQ Capital
New Jersey
$210K +$201K +7,303 New
MWM
192
Meridian Wealth Management
Kentucky
$208K +$200K +7,255 New
AWS
193
Atria Wealth Solutions
New York
$202K +$194K +7,042 New
AP
194
AtonRa Partners
Switzerland
$179K -$25K -910 -13%
TRCT
195
Tower Research Capital (TRC)
New York
$161K +$122K +4,438 +379%
US Bancorp
196
US Bancorp
Minnesota
$153K -$37.4K -1,360 -20%
NA
197
NewEdge Advisors
Louisiana
$135K +$1.51K +55 +1%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$134K +$30.6K +1,113 +31%
Belvedere Trading
199
Belvedere Trading
Illinois
$128K -$92.8K -3,374 -43%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$124K -$17.4K -634 -13%

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.