CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

61 hedge funds and large institutions have $117M invested in Cornerstone Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
24
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$47.1M
2
Bank of America
2
Bank of America
North Carolina
$2.65M
3
SG
3
StoneX Group
New York
$1.21M
4
TI
4
TrueMark Investments
Illinois
$4.65M
5
LPL Financial
5
LPL Financial
California
$9.9M

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
Millennium Management
2
Millennium Management
New York
$90.8K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$201K
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$259K 30,423 +30,423 New
FWP
27
Firethorn Wealth Partners
Georgia
$237K 27,873 +963 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$225K 26,356 +1,668 +7%
GC
29
Grimes & Company
Massachusetts
$222K 26,067 +1,217 +5%
UBS Group
30
UBS Group
Switzerland
$210K 24,605 +23,808 +2,987%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$201K 23,642 -22,403 -49%
ACA
32
Aptus Capital Advisors
Alabama
$200K 23,426 +23,426 New
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$197K 23,088 +510 +2%
HighTower Advisors
34
HighTower Advisors
Illinois
$190K 22,257 +22,257 New
IAA
35
Independent Advisor Alliance
North Carolina
$188K 22,092 +22,092 New
KAS
36
Kestra Advisory Services
Texas
$176K 20,707 +20,707 New
OC
37
Oppenheimer & Co
New York
$175K 20,589 +5,432 +36%
WMN
38
Wealth Management Nebraska
Nebraska
$164K 19,287 +19,287 New
AWM
39
AE Wealth Management
Kansas
$153K 17,905 +17,905 New
HAG
40
HF Advisory Group
Maryland
$146K 17,098 +414 +2%
BW
41
BIP Wealth
Georgia
$139K 16,320 +16,320 New
Mariner
42
Mariner
Kansas
$130K 15,316 +1,156 +8%
Ameriprise
43
Ameriprise
Minnesota
$129K 15,151 – –
OWA
44
Outlook Wealth Advisors
Texas
$123K 14,463 – –
CA
45
CoreCap Advisors
Michigan
$103K 12,056 -695 -5%
ACP
46
Aviance Capital Partners
Florida
$95.6K 11,220 – –
Millennium Management
47
Millennium Management
New York
$90.8K 10,654 -24,368 -70%
PAG
48
Private Advisor Group
New Jersey
$87.9K 10,320 +48 +0.5%
QL
49
Quarry LP
New York
$61K 7,162 +1,890 +36%
CAS
50
Coppell Advisory Solutions
Texas
$53.2K 6,329 – –
1
2
3