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CRF

Cornerstone Total Return Fund

52 hedge funds and large institutions have $78M invested in Cornerstone Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

3% more capital invested

Capital invested by funds: $76M → $78M (+$1.97M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.07% less ownership

Funds ownership: 10.66%9.59% (-1.1%)

15% less funds holding

Funds holding: 6152 (-9)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
52
Holders Change
-9
Holders Change %
-14.75%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
26
Reduced
10
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$206K +$42.8K +6,063 +28%
VFPW
27
Vantage Financial Partners (Wisconsin)
Wisconsin
$200K +$389 +55 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$183K +$7.61K +1,077 +5%
FWP
29
Firethorn Wealth Partners
Georgia
$183K +$9.98K +1,412 +6%
GC
30
Grimes & Company
Massachusetts
$170K +$9.26K +1,310 +6%
Mariner
31
Mariner
Kansas
$158K +$7.21K +1,020 +5%
Bank of America
32
Bank of America
North Carolina
$140K +$43.8K +6,192 +48%
OWA
33
Outlook Wealth Advisors
Texas
$118K
HAG
34
HF Advisory Group
Maryland
$116K +$4.3K +608 +4%
Ameriprise
35
Ameriprise
Minnesota
$112K +$107K +15,151 New
VF
36
Virtu Financial
New York
$110K -$79.9K -11,311 -43%
PAG
37
Private Advisor Group
New Jersey
$95.5K +$6.51K +921 +8%
ACP
38
Aviance Capital Partners
Florida
$82.5K +$2.78K +393 +4%
TSS
39
Two Sigma Securities
New York
$81K +$77.7K +10,998 New
PMFA
40
Plante Moran Financial Advisors
Michigan
$64.3K +$61.7K +8,736 New
WT
41
Washington Trust
Rhode Island
$64.2K -$36K -5,100 -37%
NA
42
NewEdge Advisors
Louisiana
$29.9K +$1.33K +188 +5%
CIM
43
Contravisory Investment Management
Massachusetts
$27.7K
AAG
44
Armstrong Advisory Group
Massachusetts
$17.6K
AA
45
AlphaMark Advisors
Kentucky
$12K -$16K -2,271 -58%
UB
46
UMB Bank
Missouri
$4.98K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.79K +$876 +124 +49%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2K
Barclays
49
Barclays
United Kingdom
$507
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$197 +$191 +27 New

CRF Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2024, worth a combined $78M — up 2.6% from $76M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CRF and 8 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 26 added.

The largest buyer was PFG Investments, opening a new position worth an estimated $839K. The largest seller was Sculptor Capital, exiting entirely with an estimated $1.76M sold.

  • 52 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2024, down from 61 in Q4 2023.
  • Funds reported $78M of Cornerstone Total Return Fund stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 8 funds opened new Cornerstone Total Return Fund positions in Q1 2024 and 16 closed out, a net change of -8 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2024 was PFG Investments, an estimated $839K added.
  • The largest Cornerstone Total Return Fund seller in Q1 2024 was Sculptor Capital, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2024.