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Core Alternative Capital

40 hedge funds and large institutions have $138M invested in Core Alternative Capital in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.44% more ownership

Funds ownership: 64.83%67.27% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less capital invested

Capital invested by funds: $164M → $138M (-$26M)

17% less funds holding

Funds holding: 4840 (-8)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
8
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1
Institutional & Family Asset Management
Colorado
$42.9M -$6.83M -253,169 -14%
AWA
2
Alaska Wealth Advisors
Alaska
$19M +$1.4M +52,044 +8%
APCM
3
Alaska Permanent Capital Management
Alaska
$14.7M -$13.5M -499,315 -47%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.7M +$146K +5,394 +1%
PFA
5
Petra Financial Advisors
Colorado
$6.21M -$274K -10,148 -4%
SB
6
Strategic Blueprint
Georgia
$5.75M +$80.4K +2,979 +1%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.07M -$216K -8,010 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$5.04M +$901K +33,377 +21%
HH
9
Hilltop Holdings
Texas
$4.01M -$159K -5,888 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.09M -$192K -7,124 -6%
PJWM
11
Philip James Wealth Mangement
Georgia
$2.61M +$337K +12,487 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.22M +$956K +35,403 +73%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$2.06M -$264K -9,787 -11%
FCBT
14
First Citizens Bank & Trust
North Carolina
$2.05M -$270K -10,003 -11%
BPA
15
Beacon Pointe Advisors
California
$1.04M +$237K +8,797 +29%
CP
16
Capital Planning
Washington
$1.03M -$2.11K -78 -0.2%
OMC
17
Old Mission Capital
Illinois
$972K +$314K +11,649 +46%
WA
18
Waddell & Associates
Tennessee
$939K
HF
19
HRT Financial
New York
$858K +$875K +32,418 New
IA
20
IFP Advisors
Florida
$789K -$191K -7,093 -19%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$718K -$149K -5,518 -17%
IAN
22
Integrated Advisors Network
Texas
$718K -$4.05K -150 -0.6%
SPL
23
Smart Portfolios LLC
Washington
$484K -$837 -31 -0.2%
GS
24
GTS Securities
New York
$478K +$488K +18,063 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$376K -$69.5K -2,575 -15%

CCOR Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q1 2024, worth a combined $138M — down 16% from $164M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CCOR and 4 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 8 added.

The largest buyer was Alaska Wealth Advisors, adding an estimated $1.4M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $13.5M.

  • 40 institutional investors held Core Alternative Capital (CCOR) as of Q1 2024, down from 48 in Q4 2023.
  • Funds reported $138M of Core Alternative Capital stock for Q1 2024, down 16% quarter-over-quarter.
  • 4 funds opened new Core Alternative Capital positions in Q1 2024 and 12 closed out, a net change of -8 holders.
  • The largest Core Alternative Capital buyer in Q1 2024 was Alaska Wealth Advisors, an estimated $1.4M added.
  • The largest Core Alternative Capital seller in Q1 2024 was Alaska Permanent Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2024.