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CuriosityStream

41 hedge funds and large institutions have $3.44M invested in CuriosityStream in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $1.95M → $3.44M (+$1.49M)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.78% less ownership

Funds ownership: 6.8%6.02% (-0.78%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.27K -$2.98K -5,308 -48%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.67K +$449 +800 +30%
Bank of America
28
Bank of America
North Carolina
$2.06K -$19 -34 -2%
Wells Fargo
29
Wells Fargo
California
$1.23K +$2 +3 +0.3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1K -$159 -284 -20%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$642 +$337 +600 New
CA
32
Clearstead Advisors
Ohio
$341 +$4 +7 +2%
SPIA
33
Steward Partners Investment Advisory
New York
$268 +$140 +250 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$141 -$94 -168 -56%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134
PS
36
Principal Securities
Iowa
$85
JP Morgan Chase
37
JP Morgan Chase
New York
$68 -$26 -46 -42%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$58 +$29 +52 +2,600%
HI
39
Harbour Investments
Wisconsin
$6 -$11 -20 -77%
SOA
40
Sea Otter Advisors
Florida
-$29.1K -53,900 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$25.1K -46,444 Closed
Bank of New York Mellon
42
Bank of New York Mellon
New York
-$8.73K -16,171 Closed
ASN
43
Advisory Services Network
Georgia
-$178 -330 Closed
TWC
44
TD Waterhouse Canada
Ontario, Canada
-$184 -250 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$19 -34 -15%
TC
46
Truvestments Capital
Florida
-$12 -23 Closed
Simplex Trading
47
Simplex Trading
Illinois
+$112 +200 New

CURI Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CuriosityStream (CURI) for Q1 2024, worth a combined $3.44M — up 76% from $1.95M a quarter earlier.

Fund positioning in CURI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 13 trimmed.

The largest buyer was Virtu Financial, adding an estimated $75.3K. The largest seller was Parallax Volatility Advisers, cutting an estimated $328K.

  • 41 institutional investors held CuriosityStream (CURI) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $3.44M of CuriosityStream stock for Q1 2024, up 76% quarter-over-quarter.
  • 6 funds opened new CuriosityStream positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest CuriosityStream buyer in Q1 2024 was Virtu Financial, an estimated $75.3K added.
  • The largest CuriosityStream seller in Q1 2024 was Parallax Volatility Advisers, an estimated $328K sold.

Based on aggregated 13F filings for Q1 2024.