CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

35 hedge funds and large institutions have $16.3M invested in Cornerstone Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.15M
2
SG
2
StoneX Group
New York
$201K
3
FFG
3
Ford Financial Group
California
$2.72M
4
Truist Financial
4
Truist Financial
North Carolina
$132K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$119K

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$569K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.51M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.77M
4
UBS Group
4
UBS Group
Switzerland
$26K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.77M 506,366 -67,776 -12%
FFG
2
Ford Financial Group
California
$2.72M 238,232 +12,115 +5%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.51M 132,550 -91,061 -41%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.15M 101,049 +18,458 +22%
RJA
5
Raymond James & Associates
Florida
$1.04M 91,067 -633 -0.7%
YCM
6
Yakira Capital Management
Connecticut
$569K 49,879 -93,131 -65%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$520K 45,589 +8,532 +23%
CFD
8
Creative Financial Designs
Indiana
$304K 26,652 +936 +4%
KA
9
Kovack Advisors
Florida
$298K 26,109 -4,255 -14%
LPL Financial
10
LPL Financial
California
$252K 22,149 +4,480 +25%
SG
11
StoneX Group
New York
$201K 17,628 +17,628 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$196K 17,231 -300 -2%
PAG
13
Private Advisor Group
New Jersey
$192K 16,822 -7,086 -30%
GWM
14
Geneos Wealth Management
Colorado
$187K 14,080 +1,445 +11%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$150K 13,197 -8,932 -40%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$142K 12,487 +103 +0.8%
IIC
17
Ironwood Investment Counsel
Arizona
$141K 12,445 – –
OWA
18
Outlook Wealth Advisors
Texas
$132K 11,611 – –
Truist Financial
19
Truist Financial
North Carolina
$132K 11,567 +11,567 New
Morgan Stanley
20
Morgan Stanley
New York
$122K 10,677 +2,744 +35%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$119K 10,444 +10,444 New
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$114K 10,042 – –
DA
23
DCM Advisors
New York
$114K 10,000 +10,000 New
AWG
24
Altus Wealth Group
Colorado
$105K 9,185 +9,185 New
UBS Group
25
UBS Group
Switzerland
$26K 2,250 -15,739 -87%
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