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Core Alternative Capital

34 hedge funds and large institutions have $74M invested in Core Alternative Capital in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3534 (-1)

4.55% less ownership

Funds ownership: 75.36%70.81% (-4.5%)

24% less capital invested

Capital invested by funds: $97.4M → $74M (-$23.3M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Alaska Permanent Capital Management
Alaska
$19.6M -$1.2M -45,097 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.8M -$142K -5,355 -1%
AWA
3
Alaska Wealth Advisors
Alaska
$11.9M -$36K -1,355 -0.3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.47M +$497K +18,706 +7%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.24M -$234K -8,814 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.1M +$627K +23,607 +41%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.99M -$5.04M -190,019 -71%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.7M -$164K -6,170 -9%
FCBT
9
First Citizens Bank & Trust
North Carolina
$1.7M -$219K -8,261 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.65M -$418K -15,757 -20%
HH
11
Hilltop Holdings
Texas
$1.63M -$1.38M -52,118 -45%
BPA
12
Beacon Pointe Advisors
California
$1.06M +$40.1K +1,511 +4%
SB
13
Strategic Blueprint
Georgia
$794K -$1.55M -58,517 -65%
IAN
14
Integrated Advisors Network
Texas
$704K +$42.5K +1,601 +6%
P
15
&Partners
Tennessee
$629K +$659K +24,832 New
GM
16
GeoWealth Management
Illinois
$384K -$1.23M -46,505 -76%
OMC
17
Old Mission Capital
Illinois
$267K -$1.1M -41,472 -80%
FHA
18
Flagship Harbor Advisors
Massachusetts
$246K -$53.8K -2,027 -17%
PJWM
19
Philip James Wealth Mangement
Georgia
$245K +$10.2K +384 +4%
WA
20
Waddell & Associates
Tennessee
$243K
CFG
21
Cooper Financial Group
California
$221K -$9.9K -373 -4%
NCM
22
Northwest Capital Management
Oregon
$126K +$664 +25 +0.5%
UBS Group
23
UBS Group
Switzerland
$115K +$112K +4,225 +1,619%
NA
24
NewEdge Advisors
Louisiana
$74.3K -$5.97K -225 -7%
AWM
25
Avior Wealth Management
Nebraska
$70.6K -$6.85K -258 -9%

CCOR Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q4 2024, worth a combined $74M — down 24% from $97.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CCOR and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 7 added.

The largest buyer was &Partners, opening a new position worth an estimated $659K. The largest seller was Petra Financial Advisors, exiting entirely with an estimated $6.23M sold.

  • 34 institutional investors held Core Alternative Capital (CCOR) as of Q4 2024, down from 35 in Q3 2024.
  • Funds reported $74M of Core Alternative Capital stock for Q4 2024, down 24% quarter-over-quarter.
  • 3 funds opened new Core Alternative Capital positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest Core Alternative Capital buyer in Q4 2024 was &Partners, an estimated $659K added.
  • The largest Core Alternative Capital seller in Q4 2024 was Petra Financial Advisors, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2024.