CRF

Cornerstone Total Return Fund

54 hedge funds and large institutions have $98.4M invested in Cornerstone Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
22
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$29.9M 3,735,347 -980,525 -21%
BFM
2
Boothbay Fund Management
New York
$21.3M 2,658,768 -6,549 -0.2%
AGM
3
Alpine Global Management
New York
$20.5M 2,564,506 +2,386 +0.1%
LPL Financial
4
LPL Financial
California
$7.07M 883,473 +233,968 +36%
PIA
5
Perennial Investment Advisors
California
$2.87M 359,285 -1,480 -0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.81M 350,656 +1,059 +0.3%
AWS
7
Atria Wealth Solutions
New York
$1.73M 216,365 +26,042 +14%
CF
8
Centaurus Financial
California
$1.43M 178,814 -6,932 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.24M 155,418 +7,318 +5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.21M 151,713 +823 +0.5%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$688K 85,941 -274,421 -76%
Osaic Holdings
12
Osaic Holdings
Arizona
$676K 84,551 +10,077 +14%
CFD
13
Creative Financial Designs
Indiana
$610K 76,210 +1,870 +3%
Morgan Stanley
14
Morgan Stanley
New York
$536K 66,980 -27,916 -29%
CPIG
15
Chicago Partners Investment Group
Illinois
$520K 62,260 +5,888 +10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$411K 51,361 +36,423 +244%
RJA
17
Raymond James & Associates
Florida
$411K 51,352 -8,197 -14%
VF
18
Virtu Financial
New York
$399K 49,937 +30,345 +155%
KA
19
Kovack Advisors
Florida
$366K 45,732 -20,862 -31%
Millennium Management
20
Millennium Management
New York
$354K 44,235 +30,269 +217%
YCM
21
Yakira Capital Management
Connecticut
$322K 40,281 +1,778 +5%
CA
22
Cetera Advisors
Colorado
$322K 40,242 +2,000 +5%
Mariner
23
Mariner
Kansas
$247K 30,838
FWP
24
Firethorn Wealth Partners
Georgia
$169K 21,166 +7,366 +53%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$159K 19,893 +19,893 New