Cornerstone Total Return Fund
13 hedge funds and large institutions have $1.99M invested in Cornerstone Total Return Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.
91% more capital invested
Capital invested by funds: $1.04M → $1.99M (+$951K)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more funds holding
Funds holding: 12 → 13 (+1)
0.37% more ownership
Funds ownership: 0.37% → 0.74% (+0.37%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
+$1M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$78.7K |
| 3 |
Citigroup
New York
|
+$15K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26 |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$63K |
| 2 |
LPL Financial
San Diego,
California
|
-$24.5K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$20K |
| 4 |
MA
MUFG Americas
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
1
National Planning Corporation
El Segundo,
California
| $1.01M | +$1M | +38,045 | New |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $292K | – | – | – |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $227K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $176K | -$20K | -760 | -10% |
|
5
Creative Planning
Overland Park,
Kansas
| $100K | – | – | – |
|
|
6
LPL Financial
San Diego,
California
| $82K | -$24.5K | -930 | -23% |
|
|
CA
7
Cetera Advisors
Denver,
Colorado
| $78K | +$78.7K | +2,984 | New |
|
|
8
Citigroup
New York
| $15K | +$15K | +568 | New |
|
|
NES
9
New England Securities
New York
| $13K | – | – | – |
|
|
WA
10
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
11
Invesco
Atlanta,
Georgia
| $1K | – | – | – |
|
|
AIG
12
American International Group
New York
| $27 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$63K | -2,296 | Closed |
|
|
MA
14
MUFG Americas
New York
| – | -$2K | -83 | Closed |
|
|
15
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
CRF Hedge Fund Activity: Q3 2013 in Review
13 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q3 2013, worth a combined $1.99M — up 91% from $1.04M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CRF positions and 3 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was National Planning Corporation, opening a new position worth an estimated $1M. The largest seller was Bank of America, exiting entirely with an estimated $63K sold.
- 13 institutional investors held Cornerstone Total Return Fund (CRF) as of Q3 2013, up from 12 in Q2 2013.
- Funds reported $1.99M of Cornerstone Total Return Fund stock for Q3 2013, up 91% quarter-over-quarter.
- 4 funds opened new Cornerstone Total Return Fund positions in Q3 2013 and 3 closed out, a net change of +1 holder.
- The largest Cornerstone Total Return Fund buyer in Q3 2013 was National Planning Corporation, an estimated $1M added.
- The largest Cornerstone Total Return Fund seller in Q3 2013 was Bank of America, an estimated $63K sold.
Based on aggregated 13F filings for Q3 2013.