CRF

Cornerstone Total Return Fund

31 hedge funds and large institutions have $62.5M invested in Cornerstone Total Return Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$36.7M 3,339,018 -684,108 -17%
YCM
2
Yakira Capital Management
Connecticut
$8.27M 752,417 +8,301 +1%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$7.26M 660,360 +167,340 +34%
FFG
4
Ford Financial Group
California
$2.21M 201,275 +30,738 +18%
CCP
5
Clough Capital Partners
Massachusetts
$1.82M 165,800 +114,286 +222%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.59M 144,936 +4,478 +3%
RJA
7
Raymond James & Associates
Florida
$1.04M 95,009 +279 +0.3%
AG
8
Advisor Group
Arizona
$502K 45,599 -33,449 -42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$313K 28,490 +18,561 +187%
KA
10
Kovack Advisors
Florida
$312K 28,408 +585 +2%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$312K 28,400 +12,900 +83%
Morgan Stanley
12
Morgan Stanley
New York
$302K 27,513 -1,156 -4%
LPL Financial
13
LPL Financial
California
$263K 23,944 +7,585 +46%
PAG
14
Private Advisor Group
New Jersey
$247K 22,486 +198 +0.9%
LCM
15
Landscape Capital Management
New Jersey
$227K 20,635 -10,572 -34%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$196K 17,831 +7,526 +73%
RCM
17
Rivernorth Capital Management
Florida
$195K 17,750 -57,677 -76%
Creative Planning
18
Creative Planning
Kansas
$156K 14,171 +14,171 New
UBS Group
19
UBS Group
Switzerland
$126K 11,485 -3,083 -21%
IFWM
20
Institute for Wealth Management
Colorado
$118K 10,697 +594 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$117K 10,651 +10,651 New
Lido Advisors
22
Lido Advisors
California
$115K 10,451 +10,451 New
APA
23
American Portfolios Advisors
New York
$22K 2,000
GWM
24
Geneos Wealth Management
Colorado
$21K 1,943 +109 +6%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$16K 1,462 -2,033 -58%