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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
CAS
51
Coppell Advisory Solutions
Texas
$53.2K – – –
NA
52
NewEdge Advisors
Louisiana
$39.7K +$1.75K +206 +5%
CIM
53
Contravisory Investment Management
Massachusetts
$32K – – –
MSWA
54
Marshall & Sterling Wealth Advisors
New York
$26.1K +$26K +3,060 New
S
55
SignatureFD
Georgia
$14.5K +$14.4K +1,699 New
APW
56
Aventura Private Wealth
Florida
$8.69K +$8.67K +1,020 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.23K – – –
SFA
58
Semmax Financial Advisors
North Carolina
$2.73K +$2.6K +306 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
WTFG
60
Wood Tarver Financial Group
Idaho
$2K +$2.07K +243 New
Wells Fargo
61
Wells Fargo
California
$1.58K -$595 -70 -27%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$232 – – –
WT
63
Washington Trust
Rhode Island
$9 -$74.1K -8,717 -100%
DA
64
Doliver Advisors
Texas
– -$328K -41,310 Closed
EW
65
Evoke Wealth
California
– -$184K -23,233 Closed
VF
66
Virtu Financial
New York
– -$151K -19,010 Closed
Nomura Holdings
67
Nomura Holdings
Japan
– -$149K -18,816 Closed
PSFG
68
Prairie Sky Financial Group
Illinois
– -$135K -16,996 Closed
WS
69
Wedbush Securities
California
– -$109K -13,770 Closed
CF
70
Centaurus Financial
California
– -$103K -13,042 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$178 -22 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– -$8 -1 Closed
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.