AI Financial Corp
AIFC
11 hedge funds and large institutions have $456K invested in AI Financial Corp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
156% more capital invested
Capital invested by funds: $178K → $456K (+$278K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.13% less ownership
Funds ownership: 6.46% → 3.33% (-3.1%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$41.3K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$130 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$146K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$16.6K |
| 3 |
Morgan Stanley
New York
|
-$13K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$12.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $193K | – | – | – |
|
|
TWC
2
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $105K | +$41.3K | +31,750 | New |
|
|
3
LPL Financial
San Diego,
California
| $46K | -$146K | -112,567 | -87% |
|
4
State Street
Boston,
Massachusetts
| $42K | – | – | – |
|
5
Geode Capital Management
Boston,
Massachusetts
| $38.4K | – | – | – |
|
|
6
Morgan Stanley
New York
| $26.3K | -$13K | -10,000 | -50% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $2.98K | -$12.5K | -9,586 | -89% |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.92K | -$12.4K | -9,563 | -93% |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| $263 | +$130 | +100 | New |
|
10
Qube Research & Technologies (QRT)
London,
United Kingdom
| $132 | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $68 | +$3 | +2 | +8% |
|
|
TSS
12
Two Sigma Securities
New York
| – | -$16.6K | -29,834 | Closed |
|
13
Renaissance Technologies
New York
| – | -$9K | -15,700 | Closed |
|
AIFC Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q1 2024, worth a combined $456K — up 156% from $178K a quarter earlier.
Fund positioning in AIFC was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was TD Waterhouse Canada, opening a new position worth an estimated $41.3K. The largest seller was LPL Financial, cutting an estimated $146K.
- 11 institutional investors held AI Financial Corp (AIFC) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $456K of AI Financial Corp stock for Q1 2024, up 156% quarter-over-quarter.
- 2 funds opened new AI Financial Corp positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest AI Financial Corp buyer in Q1 2024 was TD Waterhouse Canada, an estimated $41.3K added.
- The largest AI Financial Corp seller in Q1 2024 was LPL Financial, an estimated $146K sold.
Based on aggregated 13F filings for Q1 2024.