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Core Alternative Capital

36 hedge funds and large institutions have $191M invested in Core Alternative Capital in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more funds holding

Funds holding: 3036 (+6)

2.89% less ownership

Funds ownership: 68.3%65.41% (-2.9%)

6% less capital invested

Capital invested by funds: $203M → $191M (-$12.1M)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
17
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
$98M -$10.1M -333,854 -9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23M +$988K +32,504 +5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.4M +$705K +23,200 +11%
Citadel Advisors
4
Citadel Advisors
Florida
$7.04M +$6.97M +229,514 New
CAN
5
Cetera Advisor Networks
California
$5.32M +$334K +10,989 +7%
HH
6
Hilltop Holdings
Texas
$5.24M +$514K +16,912 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.08M +$172K +5,653 +4%
SPIA
8
Strategic Point Investment Advisors
Rhode Island
$4.74M +$4.41K +145 +0.1%
TWM
9
Tradition Wealth Management
Minnesota
$4.02M +$2.13M +70,107 +115%
FCBT
10
First Citizens Bank & Trust
North Carolina
$3.93M +$481K +15,832 +14%
SB
11
Strategic Blueprint
Georgia
$3.65M +$735K +24,179 +26%
WEPOG
12
Wealth Enhancement & Preservation of GA
Georgia
$2.83M +$18.4K +605 +0.7%
GIA
13
Gladstone Institutional Advisory
Florida
$2.49M -$15.6K -512 -0.6%
OMC
14
Old Mission Capital
Illinois
$2.42M +$2.39M +78,763 New
CP
15
Capital Planning
Washington
$2.17M +$2.15M +70,625 New
CG
16
Colony Group
Massachusetts
$2.16M -$10.7K -352 -0.5%
SPIA
17
Steward Partners Investment Advisory
New York
$1.68M +$9.81K +323 +0.6%
IA
18
IFP Advisors
Florida
$1.58M
WA
19
Waddell & Associates
Tennessee
$1.1M +$486K +16,000 +80%
BAWC
20
Boyce & Associates Wealth Consulting
Texas
$1.08M +$279K +9,193 +35%
AWM
21
Axxcess Wealth Management
California
$1.01M +$1M +33,047 New
Osaic Holdings
22
Osaic Holdings
Arizona
$918K +$731K +24,056 +408%
IAN
23
Integrated Advisors Network
Texas
$718K
FWM
24
Frontier Wealth Management
Missouri
$701K -$21.6M -709,505 -97%
CAC
25
Core Alternative Capital
Georgia
$598K

CCOR Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q2 2022, worth a combined $191M — down 6% from $203M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CCOR positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.97M. The largest seller was Frontier Wealth Management, cutting an estimated $21.6M.

  • 36 institutional investors held Core Alternative Capital (CCOR) as of Q2 2022, up from 30 in Q1 2022.
  • Funds reported $191M of Core Alternative Capital stock for Q2 2022, down 6% quarter-over-quarter.
  • 9 funds opened new Core Alternative Capital positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest Core Alternative Capital buyer in Q2 2022 was Citadel Advisors, an estimated $6.97M added.
  • The largest Core Alternative Capital seller in Q2 2022 was Frontier Wealth Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2022.