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Core Alternative Capital

51 hedge funds and large institutions have $344M invested in Core Alternative Capital in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

80% more capital invested

Capital invested by funds: $191M → $344M (+$153M)

42% more funds holding

Funds holding: 3651 (+15)

11.12% more ownership

Funds ownership: 65.41%76.53% (+11%)

Holders
51
Holders Change
+15
Holders Change %
+41.67%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
21
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1
Institutional & Family Asset Management
Colorado
$93.2M -$1.76M -56,462 -2%
APCM
2
Alaska Permanent Capital Management
Alaska
$52.9M +$55.2M +1,773,214 +20,985%
AWA
3
Alaska Wealth Advisors
Alaska
$35.3M +$37M +1,189,372 New
TW
4
Transform Wealth
Colorado
$24.7M +$25.9M +831,629 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.2M +$2.04M +65,427 +9%
SPIA
6
Strategic Point Investment Advisors
Rhode Island
$11.5M +$7.28M +233,840 +151%
WEPOG
7
Wealth Enhancement & Preservation of GA
Georgia
$11.2M +$8.86M +284,701 +305%
ACM
8
Arlington Capital Management
Illinois
$8.26M +$8.65M +278,044 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$7.72M +$578K +18,576 +8%
QA
10
Quantitative Advantage
Minnesota
$6.31M +$6.61M +212,444 New
TWM
11
Tradition Wealth Management
Minnesota
$6.15M +$2.37M +76,065 +58%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.62M +$5.81M +186,532 +6,693%
CAN
13
Cetera Advisor Networks
California
$5.32M +$170K +5,462 +3%
HH
14
Hilltop Holdings
Texas
$5.13M +$59.5K +1,913 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.87M -$53.7K -1,725 -1%
FCBT
16
First Citizens Bank & Trust
North Carolina
$4.2M +$406K +13,055 +10%
SB
17
Strategic Blueprint
Georgia
$3.81M +$295K +9,484 +8%
FHA
18
Flagship Harbor Advisors
Massachusetts
$3.62M +$3.79M +121,747 New
VFM
19
Valley Financial Management
New York
$3.31M +$3.47M +111,387 New
AWM
20
Axxcess Wealth Management
California
$3.14M +$2.26M +72,553 +220%
GIA
21
Gladstone Institutional Advisory
Florida
$2.88M +$484K +15,542 +19%
IA
22
IFP Advisors
Florida
$2.15M +$646K +20,750 +37%
CG
23
Colony Group
Massachusetts
$2.1M +$10.4K +335 +0.5%
OCM
24
One Capital Management
California
$2.1M +$2.2M +70,670 New
SPIA
25
Steward Partners Investment Advisory
New York
$1.62M -$2.93K -94 -0.2%

CCOR Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q3 2022, worth a combined $344M — up 80% from $191M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CCOR positions and 5 closed out — a net gain of 16 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Alaska Permanent Capital Management, adding an estimated $55.2M. The largest seller was Citadel Advisors, cutting an estimated $6.22M.

  • 51 institutional investors held Core Alternative Capital (CCOR) as of Q3 2022, up from 36 in Q2 2022.
  • Funds reported $344M of Core Alternative Capital stock for Q3 2022, up 80% quarter-over-quarter.
  • 21 funds opened new Core Alternative Capital positions in Q3 2022 and 5 closed out, a net change of +16 holders.
  • The largest Core Alternative Capital buyer in Q3 2022 was Alaska Permanent Capital Management, an estimated $55.2M added.
  • The largest Core Alternative Capital seller in Q3 2022 was Citadel Advisors, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.