CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

39 hedge funds and large institutions have $28.9M invested in Cornerstone Total Return Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 11 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
12
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.74M
2
LPL Financial
2
LPL Financial
California
$1.77M
3
VF
3
Virtu Financial
New York
$377K
4
Morgan Stanley
4
Morgan Stanley
New York
$672K
5
SG
5
StoneX Group
New York
$301K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$4.32M
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
CAN
5
Cetera Advisor Networks
California
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
26
Ironwood Investment Counsel
Arizona
$157K 11,450 +11,450 New
CA
27
Cetera Advisors
Colorado
$147K 10,713 +10,713 New
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$138K 10,042 – –
SFM
29
Signet Financial Management
New Jersey
$47K 3,419 +3,419 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$40K 2,939 +2,939 New
Bank of America
31
Bank of America
North Carolina
$31K 2,261 – –
APA
32
American Portfolios Advisors
New York
$27.5K 2,000 – –
Wells Fargo
33
Wells Fargo
California
$21K 1,500 +1,500 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$16K 1,175 – –
UB
35
UMB Bank
Missouri
$9K 653 +653 New
FFG
36
Ford Financial Group
California
$3.87K 281,690 +4,491 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$3K 184 – –
Barclays
38
Barclays
United Kingdom
$1K 75 – –
AF
39
Allworth Financial
California
$1K 40 +2 +5%
SIA
40
Sit Investment Associates
Minnesota
– – -1,915,883 Closed
CCP
41
Clough Capital Partners
Massachusetts
– – -86,900 Closed
YCM
42
Yakira Capital Management
Connecticut
– – -79,290 Closed
DA
43
DCM Advisors
New York
– – -11,500 Closed
TSS
44
Two Sigma Securities
New York
– – -11,176 Closed
WWM
45
Wagner Wealth Management
South Carolina
– – -4,400 Closed
UBS Group
46
UBS Group
Switzerland
– – -4,381 Closed
JPLA
47
Joseph P. Lucia & Associates
New York
– – -4,000 Closed
HI
48
Harbour Investments
Wisconsin
– – -1,140 Closed
TWA
49
TCI Wealth Advisors
Arizona
– – -72 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– – -2 Closed
1
2
3