Cornerstone Total Return Fund
63 hedge funds and large institutions have $94.5M invested in Cornerstone Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 9 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $78.7M → $94.5M (+$15.9M)
19% more funds holding
Funds holding: 53 → 63 (+10)
1.06% more ownership
Funds ownership: 8.99% → 10.05% (+1.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 2 |
AGM
Alpine Global Management
New York
|
+$1.24M |
| 3 |
MG
Marex Group
London,
|
+$1.08M |
| 4 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$940K |
| 5 |
LPL Financial
San Diego,
California
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$328K |
| 2 |
Millennium Management
New York
|
-$207K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$206K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$190K |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$184K |
CRF Hedge Fund Activity: Q4 2024 in Review
63 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q4 2024, worth a combined $94.5M — up 20% from $78.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CRF positions and 9 closed out — a net gain of 11 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $2.23M. 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 53 in Q3 2024.
- Funds reported $94.5M of Cornerstone Total Return Fund stock for Q4 2024, up 20% quarter-over-quarter.
- 20 funds opened new Cornerstone Total Return Fund positions in Q4 2024 and 9 closed out, a net change of +11 holders.
- The largest Cornerstone Total Return Fund buyer in Q4 2024 was Bank of America, an estimated $2.23M 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.