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Core Alternative Capital

20 hedge funds and large institutions have $119M invested in Core Alternative Capital in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

8% more capital invested

Capital invested by funds: $110M → $119M (+$9.29M)

5% more funds holding

Funds holding: 1920 (+1)

4.19% less ownership

Funds ownership: 68.79%64.59% (-4.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1
Institutional & Family Asset Management
Colorado
$72.1M +$4.29M +143,670 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.8M +$2.01M +67,294 +22%
HH
3
Hilltop Holdings
Texas
$9.04M +$773K +25,873 +9%
CAC
4
Core Alternative Capital
Georgia
$7.07M -$336K -11,247 -4%
SPIA
5
Strategic Point Investment Advisors
Rhode Island
$4.48M -$298K -9,984 -6%
CAN
6
Cetera Advisor Networks
California
$4.41M +$238K +7,962 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.14M +$168K +5,630 +6%
GIA
8
Gladstone Institutional Advisory
Florida
$2.35M +$2.39M +79,976 New
LWPC
9
Legacy Wealth Partners (California)
California
$1.76M +$224K +7,510 +14%
IAN
10
Integrated Advisors Network
Texas
$1.74M -$404K -13,521 -19%
SPIA
11
Steward Partners Investment Advisory
New York
$725K +$51K +1,707 +7%
SB
12
Strategic Blueprint
Georgia
$398K +$184K +6,160 +83%
LPL Financial
13
LPL Financial
California
$263K -$92.6K -3,100 -26%
HS
14
Horan Securities
United States
$218K +$221K +7,409 New
TI
15
Tidal Investments
Wisconsin
$205K -$12.9K -431 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$203K -$388 -13 -0.2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$69K -$6.24K -209 -8%
WA
18
Waddell & Associates
Tennessee
$611 +$621K +20,790 New
APA
19
American Portfolios Advisors
New York
$323
Citadel Advisors
20
Citadel Advisors
Florida
-$741K -25,548 Closed
OMC
21
Old Mission Capital
Illinois
-$689K -23,774 Closed
Wells Fargo
22
Wells Fargo
California
+$30 +1 +100%

CCOR Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q2 2021, worth a combined $119M — up 8.5% from $110M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CCOR positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Institutional & Family Asset Management, adding an estimated $4.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $741K sold.

  • 20 institutional investors held Core Alternative Capital (CCOR) as of Q2 2021, up from 19 in Q1 2021.
  • Funds reported $119M of Core Alternative Capital stock for Q2 2021, up 8.5% quarter-over-quarter.
  • 3 funds opened new Core Alternative Capital positions in Q2 2021 and 2 closed out, a net change of +1 holder.
  • The largest Core Alternative Capital buyer in Q2 2021 was Institutional & Family Asset Management, an estimated $4.29M added.
  • The largest Core Alternative Capital seller in Q2 2021 was Citadel Advisors, an estimated $741K sold.

Based on aggregated 13F filings for Q2 2021.