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CRF

Cornerstone Total Return Fund
CRF

53 hedge funds and large institutions have $79.6M invested in Cornerstone Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 52 → 53 (+1)

2% more capital invested

Capital invested by funds: $78M → $79.6M (+$1.65M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.23% less ownership

Funds ownership: 9.59% → 9.36% (-0.23%)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
22
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
TrueMark Investments
Illinois
+$2.06M
2
RJA
Raymond James & Associates
Florida
+$1.08M
3
SOA
Sea Otter Advisors
Florida
+$759K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$681K
5
Morgan Stanley
Morgan Stanley
New York
+$537K

Top Sellers

Rank Fund Capital Flow
1
SWP
Significant Wealth Partners
Illinois
-$3.98M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.58M
3
WAM
Wolverine Asset Management
Illinois
-$862K
4
Millennium Management
Millennium Management
New York
-$517K
5
CF
Centaurus Financial
California
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$267K +$258K +34,675 New
OWA
27
Outlook Wealth Advisors
Texas
$232K -$5.48K -737 -5%
VFPW
28
Vantage Financial Partners (Wisconsin)
Wisconsin
$213K +$4.48K +602 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$212K +$205K +27,604 New
CA
30
CoreCap Advisors
Michigan
$206K -$9.05K -1,216 -4%
FWP
31
Firethorn Wealth Partners
Georgia
$199K +$7.61K +1,022 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$193K +$1.66K +223 +0.9%
GC
33
Grimes & Company
Massachusetts
$185K +$7.05K +948 +4%
UBS Group
34
UBS Group
Switzerland
$139K +$134K +18,044 New
Bank of America
35
Bank of America
North Carolina
$137K -$9.87K -1,326 -7%
HAG
36
HF Advisory Group
Maryland
$125K +$3.27K +440 +3%
Ameriprise
37
Ameriprise
Minnesota
$117K – – –
Mariner
38
Mariner
Kansas
$113K -$50.5K -6,782 -32%
PAG
39
Private Advisor Group
New Jersey
$110K +$9.82K +1,320 +10%
WS
40
Wedbush Securities
California
$106K +$102K +13,770 New
ACP
41
Aviance Capital Partners
Florida
$86.2K – – –
VF
42
Virtu Financial
New York
$86K -$28K -3,756 -25%
VAMG
43
Voisard Asset Management Group
Michigan
$73.5K +$71K +9,547 New
WT
44
Washington Trust
Rhode Island
$67.1K – – –
NA
45
NewEdge Advisors
Louisiana
$32.8K +$1.44K +194 +5%
CIM
46
Contravisory Investment Management
Massachusetts
$28.9K – – –
CC
47
Cypress Capital
Tennessee
$3.92K +$3.79K +509 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2.92K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
$1.81K +$1.75K +235 New
1
2
3

CRF Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q2 2024, worth a combined $79.6M — up 2.1% from $78M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CRF positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was TrueMark Investments, opening a new position worth an estimated $2.06M. The largest seller was Significant Wealth Partners, exiting entirely with an estimated $3.98M sold.

  • 53 institutional investors held Cornerstone Total Return Fund (CRF) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $79.6M of Cornerstone Total Return Fund stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 12 funds opened new Cornerstone Total Return Fund positions in Q2 2024 and 10 closed out, a net change of +2 holders.
  • The largest Cornerstone Total Return Fund buyer in Q2 2024 was TrueMark Investments, an estimated $2.06M added.
  • The largest Cornerstone Total Return Fund seller in Q2 2024 was Significant Wealth Partners, an estimated $3.98M sold.

Based on aggregated 13F filings for Q2 2024.