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CuriosityStream

42 hedge funds and large institutions have $4.42M invested in CuriosityStream in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $3.44M → $4.42M (+$987K)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4142 (+1)

1.22% more ownership

Funds ownership: 6.02%7.24% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
11
Closed
7
Calls
$38K
Puts
Net Calls
+$38K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Virtu Financial
New York
$15K -$153K -138,360 -91%
WE
27
Wealth Effects
Massachusetts
$14.9K +$1.17K +1,055 +9%
Group One Trading
28
Group One Trading
Illinois
$13.9K -$7.17K -6,468 -35%
Bank of America
29
Bank of America
North Carolina
$13.8K +$11.3K +10,209 +529%
TRCT
30
Tower Research Capital (TRC)
New York
$9.62K -$3.96K -3,575 -30%
Morgan Stanley
31
Morgan Stanley
New York
$5.23K -$1.41K -1,273 -22%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.3K -$1.56K -1,411 -41%
GWSA
33
Global Wealth Strategies & Associates
Colorado
$1.13K +$1.1K +991 New
Wells Fargo
34
Wells Fargo
California
$1.08K -$220 -199 -17%
CA
35
Clearstead Advisors
Ohio
$350
SPIA
36
Steward Partners Investment Advisory
New York
$285
JP Morgan Chase
37
JP Morgan Chase
New York
$159 +$83 +75 +117%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143
EWA
39
EverSource Wealth Advisors
Alabama
$134 +$135 +122 New
PS
40
Principal Securities
Iowa
$90
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$61
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$12.3K -11,109 Closed
Man Group
43
Man Group
United Kingdom
-$11.3K -10,514 Closed
ZA
44
Zazove Associates
Nevada
-$7K -6,310 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$642 -600 Closed
Simplex Trading
46
Simplex Trading
Illinois
-$222 -200 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$141 -132 Closed
HI
48
Harbour Investments
Wisconsin
-$6 -6 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
+$233 +210 +105%

CURI Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CuriosityStream (CURI) for Q2 2024, worth a combined $4.42M — up 29% from $3.44M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CURI positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Oldfield Partners, opening a new position worth an estimated $406K. The largest seller was Virtu Financial, cutting an estimated $153K.

  • 42 institutional investors held CuriosityStream (CURI) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $4.42M of CuriosityStream stock for Q2 2024, up 29% quarter-over-quarter.
  • 8 funds opened new CuriosityStream positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest CuriosityStream buyer in Q2 2024 was Oldfield Partners, an estimated $406K added.
  • The largest CuriosityStream seller in Q2 2024 was Virtu Financial, an estimated $153K sold.

Based on aggregated 13F filings for Q2 2024.