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 Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$39.7K +$1.76K +206 +5%
CIM
52
Contravisory Investment Management
Massachusetts
$32K – – –
MSWA
53
Marshall & Sterling Wealth Advisors
New York
$26.1K +$26.1K +3,060 New
S
54
SignatureFD
Georgia
$14.5K +$14.5K +1,699 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$3.23K – – –
SFA
56
Semmax Financial Advisors
North Carolina
$2.73K +$2.73K +306 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
WTFG
58
Wood Tarver Financial Group
Idaho
$2K +$2K +243 New
Wells Fargo
59
Wells Fargo
California
$1.58K -$596 -70 -27%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$232 – – –
WT
61
Washington Trust
Rhode Island
$9 -$78.5K -8,717 -100%
DA
62
Doliver Advisors
Texas
– -$328K -41,310 Closed
EW
63
Evoke Wealth
California
– -$184K -23,233 Closed
VF
64
Virtu Financial
New York
– -$151K -19,010 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– -$149K -18,816 Closed
PSFG
66
Prairie Sky Financial Group
Illinois
– -$135K -16,996 Closed
WS
67
Wedbush Securities
California
– -$109K -13,770 Closed
CF
68
Centaurus Financial
California
– -$103K -13,042 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$178 -22 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– -$8 -1 Closed
1 2
3