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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.

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 Market Value Shares Shares
Change
Shares
Change %
IFAM
1
Institutional & Family Asset Management
Colorado
$72.7M 2,635,775 +212,917 +9%
APCM
2
Alaska Permanent Capital Management
Alaska
$29.1M 1,053,038 -371,799 -26%
AWA
3
Alaska Wealth Advisors
Alaska
$26.2M 948,071 -18,928 -2%
SPIA
4
Strategic Point Investment Advisors
Rhode Island
$18.2M 661,169 -257,537 -28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.4M 557,134 -114,500 -17%
PFA
6
Petra Financial Advisors
Colorado
$7.57M 274,298 -2,754 -1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.05M 255,499 +24,735 +11%
FHA
8
Flagship Harbor Advisors
Massachusetts
$7.02M 254,444 +15,366 +6%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$6.56M 237,775 +8,892 +4%
SB
10
Strategic Blueprint
Georgia
$6.08M 220,184 +15,439 +8%
LFAS
11
Level Four Advisory Services
Texas
$6.05M 219,157 -18,745 -8%
TWM
12
Tradition Wealth Management
Minnesota
$5.1M 184,880 -14,820 -7%
HH
13
Hilltop Holdings
Texas
$4.61M 166,981 +67 +0%
BFWA
14
Benchmark Financial Wealth Advisors
Florida
$3.74M 135,563 -20,612 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.63M 131,485 -21,181 -14%
CAN
16
Cetera Advisor Networks
California
$3.51M 127,300 -7,252 -5%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.32M 120,385 +120,385 New
FCBT
18
First Citizens Bank & Trust
North Carolina
$3.32M 120,371 +29,374 +32%
RA
19
RFG Advisory
Alabama
$2.66M 96,415 +7,049 +8%
CG
20
Colony Group
Massachusetts
$1.52M 54,899 -327 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.44M 52,353 -9,515 -15%
CP
22
Capital Planning
Washington
$1.31M 47,580 -2,860 -6%
IA
23
IFP Advisors
Florida
$1.17M 42,383 -148 -0.3%
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$1.14M 41,470 +41,470 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.11M 40,183 -2,327 -5%