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Core Alternative Capital

72 hedge funds and large institutions have $358M invested in Core Alternative Capital in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
12
Increased
20
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +96,229 New
SMG
27
Smart Money Group
Texas
$2.84M +$2.84M +96,664 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.59M -$1.44M -48,332 -36%
FCBT
29
First Citizens Bank & Trust
North Carolina
$2.35M -$486K -16,281 -17%
LPL Financial
30
LPL Financial
California
$2.2M -$1.86M -62,450 -46%
EH
31
Equitable Holdings
New York
$2.2M -$163K -5,452 -7%
CG
32
Colony Group
Massachusetts
$2.05M -$25.3K -847 -1%
CP
33
Capital Planning
Washington
$1.56M +$591K +19,796 +61%
IA
34
IFP Advisors
Florida
$1.29M -$863K -31,035 -40%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$1.24M -$337K -11,282 -21%
IA
36
IFG Advisory
Georgia
$1.2M -$155K -5,202 -11%
OMC
37
Old Mission Capital
Illinois
$1.14M +$1.14M +38,214 New
BAWC
38
Boyce & Associates Wealth Consulting
Texas
$1.12M -$103K -3,465 -8%
WA
39
Waddell & Associates
Tennessee
$1.06M
NA
40
NewEdge Advisors
Louisiana
$915K -$560K -18,785 -38%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$884K -$202K -6,775 -19%
SPIA
42
Steward Partners Investment Advisory
New York
$866K -$386K -12,944 -31%
IAN
43
Integrated Advisors Network
Texas
$777K +$96.1K +3,221 +14%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$706K +$706K +23,667 New
HighTower Advisors
45
HighTower Advisors
Illinois
$688K +$688K +23,022 New
BAM
46
Belpointe Asset Management
Nevada
$684K -$45K -1,510 -6%
FCA
47
Fortis Capital Advisors
Kansas
$684K -$45K -1,510 -6%
GWA
48
GGM Wealth Advisors
Maryland
$579K -$66.5K -2,231 -10%
AWM
49
Axxcess Wealth Management
California
$571K -$2.58M -86,642 -82%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$562K +$55.4K +1,857 +11%