CRF

Cornerstone Total Return Fund

34 hedge funds and large institutions have $21.8M invested in Cornerstone Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.7M 430,789 -75,577 -15%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.89M 293,487 +247,898 +544%
FFG
3
Ford Financial Group
California
$3.37M 254,342 +16,110 +7%
CS
4
Credit Suisse
Switzerland
$1.87M 141,000 +141,000 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.28M 96,501 -36,049 -27%
RJA
6
Raymond James & Associates
Florida
$1.05M 79,081 -11,986 -13%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$775K 58,539 -42,510 -42%
KA
8
Kovack Advisors
Florida
$385K 29,044 +2,935 +11%
SG
9
StoneX Group
New York
$382K 28,828 +11,200 +64%
CFD
10
Creative Financial Designs
Indiana
$378K 28,558 +1,906 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$315K 23,766 +23,766 New
LPL Financial
12
LPL Financial
California
$256K 19,334 -2,815 -13%
Morgan Stanley
13
Morgan Stanley
New York
$250K 18,873 +8,196 +77%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$228K 17,251 +20 +0.1%
PAG
15
Private Advisor Group
New Jersey
$201K 15,165 -1,657 -10%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$180K 13,642 +445 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$167K 12,638 +151 +1%
IIC
18
Ironwood Investment Counsel
Arizona
$164K 12,445
GWM
19
Geneos Wealth Management
Colorado
$161K 14,311 +231 +2%
OWA
20
Outlook Wealth Advisors
Texas
$154K 11,611
DA
21
DCM Advisors
New York
$139K 10,500 +500 +5%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$133K 10,042
BAM
23
Belpointe Asset Management
Nevada
$107K 8,080 +8,080 New
UBS Group
24
UBS Group
Switzerland
$84K 6,300 +4,050 +180%
JPLA
25
Joseph P. Lucia & Associates
New York
$63K 4,750 +3,050 +179%