CRF

Cornerstone Total Return Fund

53 hedge funds and large institutions have $79.6M invested in Cornerstone Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
22
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFM
1
Boothbay Fund Management
New York
$20.9M 2,658,838 +1,850 +0.1%
AGM
2
Alpine Global Management
New York
$20.2M 2,569,953 +629 +0%
LPL Financial
3
LPL Financial
California
$7.75M 987,883 +19,895 +2%
CCC
4
Cable Car Capital
California
$5.18M 659,971 +1 +0%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.33M 424,638 +89,739 +27%
PIA
6
Perennial Investment Advisors
California
$2.98M 380,195 +13,186 +4%
TI
7
TrueMark Investments
Illinois
$2.13M 270,805 +270,805 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.57M 199,318 -5,670 -3%
RJA
9
Raymond James & Associates
Florida
$1.45M 184,770 +141,815 +330%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.38M 176,068
AWS
11
Atria Wealth Solutions
New York
$1.36M 173,084 +4,331 +3%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.33M 169,724 -339,990 -67%
PI
13
PFG Investments
New York
$1.07M 136,769 +20,324 +17%
Morgan Stanley
14
Morgan Stanley
New York
$1.05M 133,642 +70,703 +112%
SOA
15
Sea Otter Advisors
Florida
$785K 100,000 +100,000 New
Osaic Holdings
16
Osaic Holdings
Arizona
$673K 85,760 -13,721 -14%
CFD
17
Creative Financial Designs
Indiana
$655K 83,464 +2,199 +3%
CPIG
18
Chicago Partners Investment Group
Illinois
$537K 69,172 -716 -1%
Millennium Management
19
Millennium Management
New York
$479K 61,040 -68,063 -53%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$353K 44,920 +9 +0%
BWS
21
BCR Wealth Strategies
Alabama
$344K 43,869 +43,869 New
MSFS
22
Main Street Financial Solutions
Pennsylvania
$339K 43,247 +13,702 +46%
Nomura Holdings
23
Nomura Holdings
Japan
$297K 37,840 +10,000 +36%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$285K 36,360 +8,819 +32%
CF
25
Centaurus Financial
California
$280K 35,693 -26,304 -42%