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CuriosityStream
CURI

44 hedge funds and large institutions have $5.37M invested in CuriosityStream in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $4.92M → $5.37M (+$449K)

0.62% less ownership

Funds ownership: 8.13% → 7.51% (-0.62%)

6% less funds holding

Funds holding: 47 → 44 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

46% less call options, than puts

Call options by funds: $531K | Put options by funds: $991K

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
16
Closed
10
Calls
$531K
Puts
$991K
Net Calls
-$460K
Net Calls Change
-$160K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$97.2K
2
SOA
Sea Otter Advisors
Florida
+$77.5K
3
Charles Schwab
Charles Schwab
California
+$36.5K
4
DFG
Delta Financial Group
New Jersey
+$36.5K
5
Squarepoint
Squarepoint
New York
+$34.7K

Top Sellers

Rank Fund Capital Flow
1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$504K
2
BlackRock
BlackRock
New York
-$95.5K
3
Renaissance Technologies
Renaissance Technologies
New York
-$82.6K
4
Group One Trading
Group One Trading
Illinois
-$47.9K
5
MAM
Monaco Asset Management
Monaco
-$44.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$17.1K -$13.8K -8,723 -41%
IAS
27
Insigneo Advisory Services
Florida
$16.3K +$19.2K +12,080 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$14K +$16K +10,117 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$13K -$143 -90 -0.9%
Federated Hermes
30
Federated Hermes
Pennsylvania
$8.14K -$276 -174 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.14K – – –
Simplex Trading
32
Simplex Trading
Illinois
$4K -$12.6K -7,972 -71%
IA
33
IFP Advisors
Florida
$2.96K -$4.76K -3,000 -92%
Bank of America
34
Bank of America
North Carolina
$2.6K -$54 -34 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$2K +$2.51K +1,582 +2,472%
Wells Fargo
36
Wells Fargo
California
$1.99K -$850 -536 -27%
ASN
37
Advisory Services Network
Georgia
$1.36K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$1K -$263 -166 -16%
CA
40
Clearstead Advisors
Ohio
$405 +$159 +100 +50%
BWA
41
BDO Wealth Advisors
Florida
$203 – – –
TWA
42
TCI Wealth Advisors
Arizona
$68 – – –
HI
43
Harbour Investments
Wisconsin
$35 – – –
TC
44
Truvestments Capital
Florida
$31 +$36 +23 New
MAM
45
Monaco Asset Management
Monaco
– -$44.4K -38,906 Closed
Group One Trading
46
Group One Trading
Illinois
– -$47.9K -30,200 Closed
Wolverine Trading
47
Wolverine Trading
Illinois
– -$20.1K -12,684 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– -$5K -4,576 Closed
MCC
49
Money Concepts Capital
Florida
– -$816 -716 Closed
Credit Agricole
50
Credit Agricole
France
– -$684 -600 Closed
1
2
3

CURI Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CuriosityStream (CURI) for Q1 2023, worth a combined $5.37M — up 9.1% from $4.92M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CURI and 7 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, adding an estimated $97.2K. The largest seller was Parallax Volatility Advisers, cutting an estimated $504K.

  • 44 institutional investors held CuriosityStream (CURI) as of Q1 2023, down from 47 in Q4 2022.
  • Funds reported $5.37M of CuriosityStream stock for Q1 2023, up 9.1% quarter-over-quarter.
  • 7 funds opened new CuriosityStream positions in Q1 2023 and 10 closed out, a net change of -3 holders.
  • The largest CuriosityStream buyer in Q1 2023 was Citadel Advisors, an estimated $97.2K added.
  • The largest CuriosityStream seller in Q1 2023 was Parallax Volatility Advisers, an estimated $504K sold.

Based on aggregated 13F filings for Q1 2023.