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CRF

Cornerstone Total Return Fund
CRF

63 hedge funds and large institutions have $118M invested in Cornerstone Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $77.9M → $118M (+$40.2M)

21% more funds holding

Funds holding: 52 → 63 (+11)

3.66% more ownership

Funds ownership: 8.9% → 12.56% (+3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
24
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$24.8M
2
Bank of America
Bank of America
North Carolina
+$2.23M
3
SG
StoneX Group
New York
+$1.2M
4
MG
Marex Group
+$1.08M
5
TI
TrueMark Investments
Illinois
+$940K

Top Sellers

1
DA
Doliver Advisors
Texas
-$328K
2
Millennium Management
Millennium Management
New York
-$207K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$206K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$190K
5
EW
Evoke Wealth
California
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$277K -$124K -14,576 -31%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$259K +$259K +30,423 New
FWP
28
Firethorn Wealth Partners
Georgia
$237K +$8.19K +963 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$225K +$14.2K +1,668 +7%
GC
30
Grimes & Company
Massachusetts
$222K +$10.3K +1,217 +5%
UBS Group
31
UBS Group
Switzerland
$210K +$202K +23,808 +2,987%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$201K -$190K -22,403 -49%
ACA
33
Aptus Capital Advisors
Alabama
$200K +$199K +23,426 New
VFPW
34
Vantage Financial Partners (Wisconsin)
Wisconsin
$197K +$4.34K +510 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$190K +$189K +22,257 New
IAA
36
Independent Advisor Alliance
North Carolina
$188K +$188K +22,092 New
KAS
37
Kestra Advisory Services
Texas
$176K +$176K +20,707 New
OC
38
Oppenheimer & Co
New York
$175K +$46.2K +5,432 +36%
WMN
39
Wealth Management Nebraska
Nebraska
$164K +$164K +19,287 New
AWM
40
AE Wealth Management
Kansas
$153K +$152K +17,905 New
HAG
41
HF Advisory Group
Maryland
$146K +$3.52K +414 +2%
BW
42
BIP Wealth
Georgia
$139K +$139K +16,320 New
Mariner
43
Mariner
Kansas
$130K +$9.83K +1,156 +8%
Ameriprise
44
Ameriprise
Minnesota
$129K – – –
OWA
45
Outlook Wealth Advisors
Texas
$123K – – –
CA
46
CoreCap Advisors
Michigan
$103K -$5.91K -695 -5%
ACP
47
Aviance Capital Partners
Florida
$95.6K – – –
Millennium Management
48
Millennium Management
New York
$90.8K -$207K -24,368 -70%
PAG
49
Private Advisor Group
New Jersey
$87.9K +$408 +48 +0.5%
QL
50
Quarry LP
New York
$61K +$16.1K +1,890 +36%
1
2
3

CRF Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q4 2024, worth a combined $118M — up 52% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CRF positions and 9 closed out — a net gain of 12 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $24.8M. The largest seller was Doliver Advisors, exiting entirely with an estimated $328K sold.

  • 63 institutional investors held Cornerstone Total Return Fund (CRF) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $118M of Cornerstone Total Return Fund stock for Q4 2024, up 52% quarter-over-quarter.
  • 21 funds opened new Cornerstone Total Return Fund positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest Cornerstone Total Return Fund buyer in Q4 2024 was Alpine Global Management, an estimated $24.8M added.
  • The largest Cornerstone Total Return Fund seller in Q4 2024 was Doliver Advisors, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2024.