AI Financial Corp
AIFC
10 hedge funds and large institutions have $122K invested in AI Financial Corp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
46% more capital invested
Capital invested by funds: $83K → $122K (+$38.6K)
43% more funds holding
Funds holding: 7 → 10 (+3)
4.84% more ownership
Funds ownership: 2.18% → 7.03% (+4.8%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$95.2K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.1K |
| 3 |
Renaissance Technologies
New York
|
+$22.7K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$14.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$796 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$417 |
| 2 |
State Street
Boston,
Massachusetts
|
-$73 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $53.6K | +$95.2K | +130,141 | New |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $29.8K | +$25.1K | +34,261 | +90% |
|
|
3
Renaissance Technologies
New York
| $13K | +$22.7K | +31,000 | New |
|
|
TSS
4
Two Sigma Securities
New York
| $7.99K | +$14.2K | +19,386 | New |
|
|
5
State Street
Boston,
Massachusetts
| $6.58K | -$73 | -100 | -0.6% |
|
6
Geode Capital Management
Boston,
Massachusetts
| $6.02K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $4.41K | +$796 | +1,088 | +11% |
|
8
BlackRock
New York
| $71 | – | – | – |
|
9
Qube Research & Technologies (QRT)
London,
United Kingdom
| $21 | +$37 | +50 | New |
|
|
10
Wells Fargo
San Francisco,
California
| $7 | -$4 | -6 | -27% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$417 | -397 | Closed |
|
AIFC Hedge Fund Activity: Q3 2023 in Review
10 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q3 2023, worth a combined $122K — up 46% from $83K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AIFC positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $95.2K. The largest seller was UBS Group, exiting entirely with an estimated $417 sold.
- 10 institutional investors held AI Financial Corp (AIFC) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $122K of AI Financial Corp stock for Q3 2023, up 46% quarter-over-quarter.
- 4 funds opened new AI Financial Corp positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest AI Financial Corp buyer in Q3 2023 was LPL Financial, an estimated $95.2K added.
- The largest AI Financial Corp seller in Q3 2023 was UBS Group, an estimated $417 sold.
Based on aggregated 13F filings for Q3 2023.