CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

43 hedge funds and large institutions have $73.5M invested in Cornerstone Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
43
Holders Change
-11
Holders Change %
-20.37%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
19
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.26M
2
Mariner
2
Mariner
Kansas
$444K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.94M
4
Bank of America
4
Bank of America
North Carolina
$106K
5
Morgan Stanley
5
Morgan Stanley
New York
$629K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$7.27M
2
CF
2
Centaurus Financial
California
$748K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$0
5
AWS
5
Atria Wealth Solutions
New York
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$125K 15,679 – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$119K 14,926 -427 -3%
PTC
28
Private Trust Company
Ohio
$119K 14,854 – –
HAG
29
HF Advisory Group
Maryland
$115K 14,435 +482 +3%
WT
30
Washington Trust
Rhode Island
$108K 13,546 – –
Bank of America
31
Bank of America
North Carolina
$106K 13,274 +12,001 +943%
CCG
32
Capital CS Group
California
$92.3K 11,558 +512 +5%
AA
33
AlphaMark Advisors
Kentucky
$89K 11,173 +5,152 +86%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$80.2K 10,042 – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$58K 7,268 – –
CIM
36
Contravisory Investment Management
Massachusetts
$29.4K 3,685 – –
NA
37
NewEdge Advisors
Louisiana
$28.7K 3,592 +184 +5%
AAG
38
Armstrong Advisory Group
Massachusetts
$20K 2,500 – –
UB
39
UMB Bank
Missouri
$5.3K 663 – –
Wells Fargo
40
Wells Fargo
California
$4.65K 582 -12,918 -96%
AF
41
Advisornet Financial
Minnesota
$297 37 +2 +6%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$8 1 +1 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– – -51,361 Closed
VF
44
Virtu Financial
New York
– – -49,937 Closed
YCM
45
Yakira Capital Management
Connecticut
– – -40,281 Closed
CCP
46
Clough Capital Partners
Massachusetts
– – -16,800 Closed
QL
47
Quarry LP
New York
– – -16,800 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– – -12,781 Closed
HF
49
HRT Financial
New York
– – -12,345 Closed
Jane Street
50
Jane Street
New York
– – -11,847 Closed
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