CRF

Cornerstone Total Return Fund

20 hedge funds and large institutions have $21.4M invested in Cornerstone Total Return Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$16.8M 1,043,904 -38,386 -4%
YCM
2
Yakira Capital Management
Connecticut
$2.5M 155,461 -18,730 -11%
RJA
3
Raymond James & Associates
Florida
$719K 44,644 +13,414 +43%
CCP
4
Clough Capital Partners
Massachusetts
$517K 32,120 +32,120 New
WS
5
Wedbush Securities
California
$286K 17,739 -7,689 -30%
LPL Financial
6
LPL Financial
California
$232K 14,106 -1,490 -10%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$107K 6,657 -3,200 -32%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$82K 5,122 +5,122 New
MFS
9
MSI Financial Services
Massachusetts
$36K 2,207
Morgan Stanley
10
Morgan Stanley
New York
$32K 2,012
Creative Planning
11
Creative Planning
Kansas
$27K 1,674 +414 +33%
AIG
12
American International Group
New York
$16K 1,000
GWM
13
Geneos Wealth Management
Colorado
$10K 653 +653 New
Wells Fargo
14
Wells Fargo
California
$6K 363
PFG
15
Piershale Financial Group
Illinois
$4K 250
TRCT
16
Tower Research Capital (TRC)
New York
$4K 251 +251 New
Bank of America
17
Bank of America
North Carolina
$2K 120 +120 New
Citigroup
18
Citigroup
New York
$2K 154 +154 New
Barclays
19
Barclays
United Kingdom
$1K 42
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K 71 +4 +6%
NPC
21
National Planning Corporation
California
-62,909 Closed
IA
22
IFP Advisors
Florida
-989 Closed