Cornerstone Total Return Fund
45 hedge funds and large institutions have $35.5M invested in Cornerstone Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
23% more capital invested
Capital invested by funds: $28.9M → $35.5M (+$6.61M)
15% more funds holding
Funds holding: 39 → 45 (+6)
2.13% less ownership
Funds ownership: 6.31% → 4.18% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$2.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$2M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.1M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$479K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$3.53M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.88M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$421K |
| 4 |
VF
Virtu Financial
New York
|
-$377K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$323K |
CRF Hedge Fund Activity: Q1 2022 in Review
45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2022, worth a combined $35.5M — up 23% from $28.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CRF positions and 6 closed out — a net gain of 6 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Barclays, adding an estimated $2.39M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.53M.
- 45 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2022, up from 39 in Q4 2021.
- Funds reported $35.5M of Cornerstone Total Return Fund stock for Q1 2022, up 23% quarter-over-quarter.
- 12 funds opened new Cornerstone Total Return Fund positions in Q1 2022 and 6 closed out, a net change of +6 holders.
- The largest Cornerstone Total Return Fund buyer in Q1 2022 was Barclays, an estimated $2.39M added.
- The largest Cornerstone Total Return Fund seller in Q1 2022 was Thomas J. Herzfeld Advisors, an estimated $3.53M sold.
Based on aggregated 13F filings for Q1 2022.