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CRF

Cornerstone Total Return Fund
CRF

52 hedge funds and large institutions have $77.9M invested in Cornerstone Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.46% less ownership

Funds ownership: 9.36% → 8.9% (-0.46%)

2% less capital invested

Capital invested by funds: $79.6M → $77.9M (-$1.7M)

2% less funds holding

Funds holding: 53 → 52 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
20
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
TrueMark Investments
Illinois
+$1.21M
2
LPL Financial
LPL Financial
California
+$479K
3
DA
Doliver Advisors
Texas
+$315K
4
Bank of America
Bank of America
North Carolina
+$235K
5
EW
Evoke Wealth
California
+$177K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.33M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.33M
3
SOA
Sea Otter Advisors
Florida
-$785K
4
BWS
BCR Wealth Strategies
Alabama
-$344K
5
Citadel Advisors
Citadel Advisors
Florida
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
26
Evoke Wealth
California
$184K +$177K +23,233 New
VFPW
27
Vantage Financial Partners (Wisconsin)
Wisconsin
$179K -$39.3K -5,159 -19%
VF
28
Virtu Financial
New York
$151K +$59.9K +7,850 +70%
Nomura Holdings
29
Nomura Holdings
Japan
$149K -$151K -19,781 -51%
PSFG
30
Prairie Sky Financial Group
Illinois
$135K +$130K +16,996 New
HAG
31
HF Advisory Group
Maryland
$132K +$3.39K +445 +3%
OC
32
Oppenheimer & Co
New York
$120K +$116K +15,157 New
Ameriprise
33
Ameriprise
Minnesota
$120K – – –
OWA
34
Outlook Wealth Advisors
Texas
$115K -$6.05K -793 -5%
Mariner
35
Mariner
Kansas
$112K -$4.07K -534 -4%
WS
36
Wedbush Securities
California
$109K – – –
CF
37
Centaurus Financial
California
$103K -$178K -23,365 -64%
CA
38
CoreCap Advisors
Michigan
$101K -$107K -14,005 -52%
ACP
39
Aviance Capital Partners
Florida
$89K +$114 +15 +0.1%
PAG
40
Private Advisor Group
New Jersey
$81.5K -$30.6K -4,015 -28%
WT
41
Washington Trust
Rhode Island
$69.1K – – –
CAS
42
Coppell Advisory Solutions
Texas
$49.5K +$48.3K +6,329 New
QL
43
Quarry LP
New York
$41.8K +$40.2K +5,272 New
NA
44
NewEdge Advisors
Louisiana
$35.4K +$1.51K +198 +5%
CIM
45
Contravisory Investment Management
Massachusetts
$29.8K – – –
UBS Group
46
UBS Group
Switzerland
$6.32K -$132K -17,247 -96%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.01K – – –
Wells Fargo
48
Wells Fargo
California
$2.03K +$1.78K +234 +1,064%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$210 – – –
1
2
3

CRF Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q3 2024, worth a combined $77.9M — down 2.1% from $79.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CRF and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 20 added.

The largest buyer was TrueMark Investments, adding an estimated $1.21M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $3.33M sold.

  • 52 institutional investors held Cornerstone Total Return Fund (CRF) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $77.9M of Cornerstone Total Return Fund stock for Q3 2024, down 2.1% quarter-over-quarter.
  • 8 funds opened new Cornerstone Total Return Fund positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Cornerstone Total Return Fund buyer in Q3 2024 was TrueMark Investments, an estimated $1.21M added.
  • The largest Cornerstone Total Return Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2024.