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38 hedge funds and large institutions have $1.22M invested in CXApp in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more funds holding

Funds holding: 3438 (+4)

0.6% less ownership

Funds ownership: 7.44%6.85% (-0.6%)

82% less capital invested

Capital invested by funds: $6.87M → $1.22M (-$5.64M)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$485K +$24.4K +4,509 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161K +$117K +21,569 +32%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$85K -$79.6K -14,737 -24%
AllianceBernstein
4
AllianceBernstein
Tennessee
$57.1K
State Street
5
State Street
Massachusetts
$55.1K +$38.1K +7,051 +30%
Goldman Sachs
6
Goldman Sachs
New York
$43.9K +$39.5K +7,300 +43%
Osaic Holdings
7
Osaic Holdings
Arizona
$41.1K +$122K +22,500 +11,250%
ZIG
8
Zuckerman Investment Group
Illinois
$36.2K +$108K +20,000 New
Two Sigma Investments
9
Two Sigma Investments
New York
$35.5K +$106K +19,605 New
Man Group
10
Man Group
United Kingdom
$30.5K
Northern Trust
11
Northern Trust
Illinois
$26.5K -$313 -58 -0.4%
JP Morgan Chase
12
JP Morgan Chase
New York
$23.3K +$53.4K +9,876 +331%
TRCT
13
Tower Research Capital (TRC)
New York
$18.8K +$46K +8,507 +456%
Millennium Management
14
Millennium Management
New York
$18.4K +$55K +10,185 New
Morgan Stanley
15
Morgan Stanley
New York
$17.9K +$25.4K +4,703 +91%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$16.4K +$49K +9,073 New
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$15.4K +$103 +19 +0.2%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$14.8K +$44.1K +8,152 New
SWA
19
SOA Wealth Advisors
New York
$11K +$32.9K +6,081 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$7.19K +$9.58K +1,772 +80%
HFS
21
Hantz Financial Services
Michigan
$6K +$16.8K +3,102 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.42K +$7.64K +1,413 +297%
Bank of America
23
Bank of America
North Carolina
$3.29K -$11.4K -2,108 -54%
TFGT
24
TS Financial Group (TSFG)
Illinois
$2K
UBS Group
25
UBS Group
Switzerland
$1.78K -$25.3K -4,683 -83%

CXAI Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CXApp (CXAI) for Q3 2023, worth a combined $1.22M — down 82% from $6.87M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CXAI positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $122K. The largest seller was Clear Street, exiting entirely with an estimated $874K sold.

  • 38 institutional investors held CXApp (CXAI) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $1.22M of CXApp stock for Q3 2023, down 82% quarter-over-quarter.
  • 10 funds opened new CXApp positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest CXApp buyer in Q3 2023 was Osaic Holdings, an estimated $122K added.
  • The largest CXApp seller in Q3 2023 was Clear Street, an estimated $874K sold.

Based on aggregated 13F filings for Q3 2023.