Castellum
CTM
14 hedge funds and large institutions have $989K invested in Castellum in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
8% more funds holding
Funds holding: 13 → 14 (+1)
0.19% more ownership
Funds ownership: 1.95% → 2.14% (+0.19%)
3% less capital invested
Capital invested by funds: $1.02M → $989K (-$30.2K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$87.2K |
| 2 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$75.9K |
| 3 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$44K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.7K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$22.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$92.6K |
| 2 |
Walleye Capital
New York
|
-$35.5K |
| 3 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$25.2K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$16.5K |
CTM Hedge Fund Activity: Q1 2023 in Review
14 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q1 2023, worth a combined $989K — down 3% from $1.02M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CTM positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $87.2K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $92.6K sold.
- 14 institutional investors held Castellum (CTM) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $989K of Castellum stock for Q1 2023, down 3% quarter-over-quarter.
- 5 funds opened new Castellum positions in Q1 2023 and 4 closed out, a net change of +1 holder.
- The largest Castellum buyer in Q1 2023 was Kestra Private Wealth Services, an estimated $87.2K added.
- The largest Castellum seller in Q1 2023 was Kestra Advisory Services, an estimated $92.6K sold.
Based on aggregated 13F filings for Q1 2023.