CRF

Cornerstone Total Return Fund
CRF

Overview Fund Activity

52 hedge funds and large institutions have $78M invested in Cornerstone Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 16 closing their positions.

Holders
52
Holders Change
-9
Holders Change %
-14.75%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
26
Reduced
10
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$874K
2
Millennium Management
2
Millennium Management
New York
$970K
3
SWP
3
Significant Wealth Partners
Illinois
$3.98M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$337K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.83M

Top Sellers

1
SC
1
Sculptor Capital
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$473K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
1
Boothbay Fund Management
New York
$20M 2,656,988 -7,005 -0.3%
AGM
2
Alpine Global Management
New York
$19.3M 2,569,324 +6,651 +0.3%
LPL Financial
3
LPL Financial
California
$7.27M 967,988 +10,054 +1%
CCC
4
Cable Car Capital
California
$4.96M 659,970 -1,813 -0.3%
SWP
5
Significant Wealth Partners
Illinois
$3.98M 530,604 +72,658 +16%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.83M 509,714 +28,065 +6%
PIA
7
Perennial Investment Advisors
California
$2.76M 367,009 +6,267 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.52M 334,899 +12,246 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.54M 204,988 +7,020 +4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.32M 176,068 +160 +0.1%
AWS
11
Atria Wealth Solutions
New York
$1.27M 168,753 +238 +0.1%
Millennium Management
12
Millennium Management
New York
$970K 129,103 +80,921 +168%
PI
13
PFG Investments
New York
$874K 116,445 +116,445 New
WAM
14
Wolverine Asset Management
Illinois
$862K 114,747 -6,812 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$747K 99,481 -11,173 -10%
CFD
16
Creative Financial Designs
Indiana
$610K 81,265 +2,979 +4%
CPIG
17
Chicago Partners Investment Group
Illinois
$514K 69,888 +13,171 +23%
Morgan Stanley
18
Morgan Stanley
New York
$473K 62,939 -92,709 -60%
CF
19
Centaurus Financial
California
$466K 61,997 -5,342 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$337K 44,911 +44,911 New
RJA
21
Raymond James & Associates
Florida
$323K 42,955 +1,196 +3%
CA
22
Cetera Advisors
Colorado
$267K 35,587 – –
MSFS
23
Main Street Financial Solutions
Pennsylvania
$222K 29,545 +2,919 +11%
Nomura Holdings
24
Nomura Holdings
Japan
$209K 27,840 -9,673 -26%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$207K 27,541 +27,541 New
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