CRF

Cornerstone Total Return Fund

61 hedge funds and large institutions have $117M invested in Cornerstone Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
24
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AGM
1
Alpine Global Management
New York
$47.1M 5,425,120 +2,855,192 +111%
BFM
2
Boothbay Fund Management
New York
$23.1M 2,662,319 -3,626 -0.1%
LPL Financial
3
LPL Financial
California
$9.9M 1,139,010 +89,538 +9%
CCC
4
Cable Car Capital
California
$5.73M 659,925 +41 +0%
TI
5
TrueMark Investments
Illinois
$4.65M 534,692 +108,386 +25%
PIA
6
Perennial Investment Advisors
California
$3.5M 402,653 +23,973 +6%
Bank of America
7
Bank of America
North Carolina
$2.65M 304,728 +257,077 +539%
Morgan Stanley
8
Morgan Stanley
New York
$1.92M 220,540 +68,815 +45%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.74M 200,102 +3,782 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$1.47M 169,213 +169,213 New
AWS
11
Atria Wealth Solutions
New York
$1.46M 168,557 +10,272 +6%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.36M 156,901 -23,776 -13%
SG
13
StoneX Group
New York
$1.21M 138,861 +138,861 New
PI
14
PFG Investments
New York
$1.18M 135,266 -1,609 -1%
WCM
15
Winebrenner Capital Management
Kentucky
$956K 110,001 +110,001 New
Osaic Holdings
16
Osaic Holdings
Arizona
$855K 98,345 +7,387 +8%
CFD
17
Creative Financial Designs
Indiana
$760K 87,427 +1,690 +2%
CPIG
18
Chicago Partners Investment Group
Illinois
$687K 77,104 +3,097 +4%
KIM
19
Kane Investment Management
California
$466K 53,593 +53,593 New
AG
20
AmeriFlex Group
Nevada
$459K 51,800 +51,800 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$391K 44,961 +666 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$357K 41,036 -3,850 -9%
MCFP
23
Mallini Complete Financial Planning
Florida
$344K 39,549 +39,549 New
SWM
24
Shepherd Wealth Management
Ohio
$326K 37,569 +37,569 New
MSFS
25
Main Street Financial Solutions
Pennsylvania
$277K 31,853 -14,290 -31%