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Core Alternative Capital

55 hedge funds and large institutions have $250M invested in Core Alternative Capital in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
11
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$1.07M +$1.07M +38,846 New
WA
27
Waddell & Associates
Tennessee
$980K
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$966K -$93.5K -3,387 -9%
LPL Financial
29
LPL Financial
California
$871K -$156K -5,657 -15%
IAN
30
Integrated Advisors Network
Texas
$752K +$37.5K +1,357 +5%
EH
31
Equitable Holdings
New York
$735K -$826K -29,914 -53%
IA
32
IFG Advisory
Georgia
$665K -$319K -11,542 -32%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$562K -$828 -30 -0.1%
CFG
34
Cooper Financial Group
California
$552K +$286K +10,365 +108%
SPL
35
Smart Portfolios LLC
Washington
$534K -$6.49K -235 -1%
NA
36
NewEdge Advisors
Louisiana
$482K +$358K +12,974 +290%
GWA
37
GGM Wealth Advisors
Maryland
$415K -$109K -3,946 -21%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$373K -$101K -3,661 -21%
DADC
39
D.A. Davidson & Co
Montana
$363K -$24.3K -880 -6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$340K -$725K -26,264 -68%
OMC
41
Old Mission Capital
Illinois
$313K +$313K +11,328 New
LPAM
42
Lodestar Private Asset Management
California
$266K -$862K -31,231 -76%
FPB
43
First PREMIER Bank
South Dakota
$165K -$111K -4,050 -40%
Comerica Bank
44
Comerica Bank
Texas
$145K +$145K +5,239 New
SPIA
45
Steward Partners Investment Advisory
New York
$110K -$170K -6,160 -61%
HCM
46
Hollencrest Capital Management
California
$60.2K
NCM
47
Northwest Capital Management
Oregon
$45K -$28 -1 -0.1%
GWM
48
Geneos Wealth Management
Colorado
$10.9K -$1.85K -67 -14%
ACA
49
Aptus Capital Advisors
Alabama
$6.9K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$6.01K