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39 hedge funds and large institutions have $1.07M invested in CXApp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3839 (+1)

1.41% less ownership

Funds ownership: 6.85%5.44% (-1.4%)

12% less capital invested

Capital invested by funds: $1.22M → $1.07M (-$152K)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$348K +$2.28K +1,603 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$174K +$178K +125,078 +1,264%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116K +$1.35K +951 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$60.6K
AllianceBernstein
5
AllianceBernstein
Tennessee
$46K +$5.79K +4,070 +13%
Goldman Sachs
6
Goldman Sachs
New York
$45.1K +$15.3K +10,736 +44%
Osaic Holdings
7
Osaic Holdings
Arizona
$41.9K +$14K +9,800 +43%
State Street
8
State Street
Massachusetts
$40.2K +$984 +691 +2%
ZIG
9
Zuckerman Investment Group
Illinois
$38.7K +$14.2K +10,000 +50%
Northern Trust
10
Northern Trust
Illinois
$23.1K +$4.71K +3,306 +23%
TSS
11
Two Sigma Securities
New York
$19.4K +$21.4K +15,035 New
WC
12
Wexford Capital
Florida
$18.7K +$20.6K +14,490 New
SG Americas Securities
13
SG Americas Securities
New York
$14K +$15.9K +11,176 New
EGM
14
Engineers Gate Manager
New York
$13.5K +$14.9K +10,488 New
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$11K
JP Morgan Chase
16
JP Morgan Chase
New York
$10.2K -$7.07K -4,966 -39%
TRCT
17
Tower Research Capital (TRC)
New York
$7.75K -$6.22K -4,369 -42%
SWA
18
SOA Wealth Advisors
New York
$7.48K -$404 -284 -5%
UBS Group
19
UBS Group
Switzerland
$6.9K +$6.22K +4,368 +444%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$5.13K
Barclays
21
Barclays
United Kingdom
$4.11K +$3.64K +2,554 +402%
HFS
22
Hantz Financial Services
Michigan
$4K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.49K +$1.16K +815 +43%
Bank of America
24
Bank of America
North Carolina
$3.23K +$972 +683 +38%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K +$934 +656 +199%

CXAI Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CXApp (CXAI) for Q4 2023, worth a combined $1.07M — down 12% from $1.22M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CXAI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $178K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $35.5K sold.

  • 39 institutional investors held CXApp (CXAI) as of Q4 2023, up from 38 in Q3 2023.
  • Funds reported $1.07M of CXApp stock for Q4 2023, down 12% quarter-over-quarter.
  • 5 funds opened new CXApp positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest CXApp buyer in Q4 2023 was Morgan Stanley, an estimated $178K added.
  • The largest CXApp seller in Q4 2023 was Two Sigma Investments, an estimated $35.5K sold.

Based on aggregated 13F filings for Q4 2023.