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CRF

Cornerstone Total Return Fund
CRF

63 hedge funds and large institutions have $118M invested in Cornerstone Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $77.9M → $118M (+$40.2M)

21% more funds holding

Funds holding: 52 → 63 (+11)

3.66% more ownership

Funds ownership: 8.9% → 12.56% (+3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
24
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$24.8M
2
Bank of America
Bank of America
North Carolina
+$2.23M
3
SG
StoneX Group
New York
+$1.2M
4
MG
Marex Group
+$1.08M
5
TI
TrueMark Investments
Illinois
+$940K

Top Sellers

1
DA
Doliver Advisors
Texas
-$328K
2
Millennium Management
Millennium Management
New York
-$207K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$206K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$190K
5
EW
Evoke Wealth
California
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
1
Alpine Global Management
New York
$47.1M +$24.8M +2,912,295 +111%
BFM
2
Boothbay Fund Management
New York
$23.1M -$31.5K -3,699 -0.1%
LPL Financial
3
LPL Financial
California
$9.9M +$777K +91,329 +9%
CCC
4
Cable Car Capital
California
$5.73M +$357 +42 +0%
TI
5
TrueMark Investments
Illinois
$4.65M +$940K +110,554 +25%
PIA
6
Perennial Investment Advisors
California
$3.5M +$208K +24,452 +6%
Bank of America
7
Bank of America
North Carolina
$2.65M +$2.23M +262,219 +540%
Morgan Stanley
8
Morgan Stanley
New York
$1.92M +$597K +70,191 +45%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.74M +$32.8K +3,858 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$1.47M +$1.47M +172,597 New
AWS
11
Atria Wealth Solutions
New York
$1.46M +$89.1K +10,477 +6%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.36M -$206K -24,252 -13%
SG
13
StoneX Group
New York
$1.21M +$1.2M +141,638 New
PI
14
PFG Investments
New York
$1.18M -$14K -1,642 -1%
MG
15
Marex Group
$1.08M +$1.08M +126,793 New
WCM
16
Winebrenner Capital Management
Kentucky
$956K +$954K +112,201 New
Osaic Holdings
17
Osaic Holdings
Arizona
$855K +$64.1K +7,535 +8%
CFD
18
Creative Financial Designs
Indiana
$760K +$14.7K +1,724 +2%
CPIG
19
Chicago Partners Investment Group
Illinois
$687K +$26.9K +3,159 +4%
KIM
20
Kane Investment Management
California
$466K +$465K +54,665 New
AG
21
AmeriFlex Group
Nevada
$459K +$449K +52,836 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$391K +$5.77K +679 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$357K -$33.4K -3,927 -9%
MCFP
24
Mallini Complete Financial Planning
Florida
$344K +$343K +40,340 New
SWM
25
Shepherd Wealth Management
Ohio
$326K +$326K +38,320 New
1
2 3

CRF Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q4 2024, worth a combined $118M — up 52% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CRF positions and 9 closed out — a net gain of 12 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $24.8M. The largest seller was Doliver Advisors, exiting entirely with an estimated $328K sold.

  • 63 institutional investors held Cornerstone Total Return Fund (CRF) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $118M of Cornerstone Total Return Fund stock for Q4 2024, up 52% quarter-over-quarter.
  • 21 funds opened new Cornerstone Total Return Fund positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest Cornerstone Total Return Fund buyer in Q4 2024 was Alpine Global Management, an estimated $24.8M added.
  • The largest Cornerstone Total Return Fund seller in Q4 2024 was Doliver Advisors, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2024.