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Core Alternative Capital

28 hedge funds and large institutions have $180M invested in Core Alternative Capital in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

17% more funds holding

Funds holding: 2428 (+4)

14% more capital invested

Capital invested by funds: $158M → $180M (+$21.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 70.23%69.23% (-1%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
5
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
$100M +$9.67M +322,707 +11%
FWM
2
Frontier Wealth Management
Missouri
$21.1M +$769K +25,660 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.4M +$4.13M +137,728 +33%
CAC
4
Core Alternative Capital
Georgia
$7.36M -$314K -10,484 -4%
CAN
5
Cetera Advisor Networks
California
$4.96M +$118K +3,930 +3%
SPIA
6
Strategic Point Investment Advisors
Rhode Island
$4.79M +$37K +1,235 +0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.63M +$810K +27,050 +22%
HH
8
Hilltop Holdings
Texas
$4.62M -$1.42M -47,273 -24%
GIA
9
Gladstone Institutional Advisory
Florida
$2.6M +$128K +4,279 +5%
SB
10
Strategic Blueprint
Georgia
$2.27M +$873K +29,122 +67%
CG
11
Colony Group
Massachusetts
$2.12M +$145K +4,849 +8%
IAN
12
Integrated Advisors Network
Texas
$1.55M -$37.4K -1,248 -2%
SPIA
13
Steward Partners Investment Advisory
New York
$1.28M -$36.9K -1,233 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$639K +$15K +500 +2%
WA
15
Waddell & Associates
Tennessee
$623K
Jane Street
16
Jane Street
New York
$468K +$450K +15,030 New
IA
17
IFP Advisors
Florida
$432K +$413K +13,782 New
CWM
18
Collaborative Wealth Management
Florida
$422K +$406K +13,548 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$409K +$34.7K +1,159 +10%
OMC
20
Old Mission Capital
Illinois
$356K +$342K +11,413 New
HS
21
Horan Securities
United States
$350K +$336K +11,218 New
SCM
22
Southport Capital Management
Tennessee
$338K
TI
23
Tidal Investments
Wisconsin
$218K +$60 +2 +0%
LPL Financial
24
LPL Financial
California
$202K +$194K +6,473 New
Osaic Holdings
25
Osaic Holdings
Arizona
$196K -$13.5K -452 -7%

CCOR Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q4 2021, worth a combined $180M — up 14% from $158M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CCOR positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Institutional & Family Asset Management, adding an estimated $9.67M. The largest seller was Hilltop Holdings, cutting an estimated $1.42M.

  • 28 institutional investors held Core Alternative Capital (CCOR) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $180M of Core Alternative Capital stock for Q4 2021, up 14% quarter-over-quarter.
  • 7 funds opened new Core Alternative Capital positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Core Alternative Capital buyer in Q4 2021 was Institutional & Family Asset Management, an estimated $9.67M added.
  • The largest Core Alternative Capital seller in Q4 2021 was Hilltop Holdings, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2021.