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CRF

Cornerstone Total Return Fund

52 hedge funds and large institutions have $134M invested in Cornerstone Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

1.56% less ownership

Funds ownership: 28.03%26.47% (-1.6%)

8% less capital invested

Capital invested by funds: $146M → $134M (-$11.6M)

9% less funds holding

Funds holding: 5752 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
20
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$54.2M +$1.82M +199,680 +3%
BFM
2
Boothbay Fund Management
New York
$20.3M +$23.2M +2,544,579 New
AGM
3
Alpine Global Management
New York
$19.3M +$9.25M +1,013,415 +72%
Bank of America
4
Bank of America
North Carolina
$6.25M -$6.81M -746,004 -49%
LPL Financial
5
LPL Financial
California
$4.72M +$765K +83,803 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.97M +$1.04M +114,243 +30%
FFG
7
Ford Financial Group
California
$2.81M +$85.4K +9,355 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.8M -$2.63M -287,606 -45%
Goldman Sachs
9
Goldman Sachs
New York
$2.55M +$69.5K +7,619 +2%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.94M -$2.21M -241,969 -50%
YCM
11
Yakira Capital Management
Connecticut
$1.94M -$2.83M -310,182 -56%
CF
12
Centaurus Financial
California
$1.5M +$6.83K +748 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.39M +$42.9K +4,704 +3%
AWS
14
Atria Wealth Solutions
New York
$1.37M +$111K +12,118 +8%
Mariner
15
Mariner
Kansas
$1.21M +$986K +107,974 +244%
Morgan Stanley
16
Morgan Stanley
New York
$1.11M +$631K +69,177 +99%
HHGC
17
Hunting Hill Global Capital
New York
$895K +$1.03M +112,455 New
UFM
18
Ursa Fund Management
California
$877K -$84.7K -9,284 -8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$870K +$20.2K +2,217 +2%
CFD
20
Creative Financial Designs
Indiana
$603K +$77.6K +8,505 +13%
CAN
21
Cetera Advisor Networks
California
$565K -$584K -64,011 -47%
KA
22
Kovack Advisors
Florida
$519K +$68.2K +7,474 +13%
RJA
23
Raymond James & Associates
Florida
$448K -$758K -83,072 -60%
CA
24
Cetera Advisors
Colorado
$311K
BAM
25
Belpointe Asset Management
Nevada
$160K +$12K +1,310 +7%

CRF Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q3 2022, worth a combined $134M — down 8% from $146M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CRF and 9 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 20 added.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $23.2M. The largest seller was Almitas Capital, exiting entirely with an estimated $17.5M sold.

  • 52 institutional investors held Cornerstone Total Return Fund (CRF) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $134M of Cornerstone Total Return Fund stock for Q3 2022, down 8% quarter-over-quarter.
  • 9 funds opened new Cornerstone Total Return Fund positions in Q3 2022 and 14 closed out, a net change of -5 holders.
  • The largest Cornerstone Total Return Fund buyer in Q3 2022 was Boothbay Fund Management, an estimated $23.2M added.
  • The largest Cornerstone Total Return Fund seller in Q3 2022 was Almitas Capital, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2022.