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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
Fidelity Investments
201
Fidelity Investments
Massachusetts
$120K +$27.5K +998 +32%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$106K +$1.98K +72 +2%
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$103K -$58K -2,108 -37%
LA
204
LM Advisors
California
$100K +$96.3K +3,500 New
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$98K +$62.3K +2,264 +230%
BCV
206
Banque Cantonale Vaudoise
Switzerland
$91K +$25.1K +911 +40%
IA
207
IFP Advisors
Florida
$86.4K -$138 -5 -0.2%
OIA
208
Optimum Investment Advisors
Illinois
$85.2K +$77.5K +2,818 +1,879%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$81.2K
HI
210
Harbour Investments
Wisconsin
$69.7K +$688 +25 +1%
SPIA
211
Steward Partners Investment Advisory
New York
$66.1K +$9.85K +358 +18%
KBC Group
212
KBC Group
Belgium
$58K
S
213
SignatureFD
Georgia
$54.1K
FFA
214
Farther Finance Advisors
California
$51.3K +$36.5K +1,326 +288%
BWL
215
Bogart Wealth LLC
Virginia
$43.1K -$3.8K -138 -8%
PAI
216
Pittenger & Anderson Inc
Nebraska
$43.1K +$41.3K +1,500 New
CJ
217
Caitlin John
Michigan
$40.8K +$39.1K +1,420 New
RFA
218
Resurgent Financial Advisors
Georgia
$40.6K -$8.01K -291 -17%
PFA
219
Pathway Financial Advisers
Indiana
$39.9K -$20.9K -760 -35%
GWSG
220
GPS Wealth Strategies Group
Colorado
$38.8K +$17.4K +632 +88%
GWM
221
Geneos Wealth Management
Colorado
$34.9K +$9.63K +350 +40%
AP
222
Aspect Partners
Virginia
$33.8K +$32.4K +1,176 New
PA
223
Parallel Advisors
California
$32.5K -$9.6K -349 -24%
TFGT
224
TS Financial Group (TSFG)
Illinois
$29K
OCM
225
Orion Capital Management
California
$28.7K

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.