Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cornerstone Total Return Fd (CRF)

89 + Investors. Track Smart Money conviction in CRF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
69%

Smart Money Signals — CRF

Based on 90 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CRF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
90 hedge funds hold CRF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

64 buying29 selling
Last quarter: 64 funds were net buyers (17 opened a brand new position + 47 added to an existing one). Only 29 were sellers (10 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 16 → 18 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 37% medium ■ 23% new
36 out of 90 hedge funds have held CRF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +34% but shares only +12% — price-driven

Value
+33%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +12%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

24 → 15 → 16 → 18 → 17 new funds/Q
New funds entering each quarter: 15 → 16 → 18 → 17. A growing number of institutions are discovering CRF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Entry-cohort mix of 90 holders: 44 (49%) are 2+ year veterans, 13 entered 1–2 years ago, and 33 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
12 of 89 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CRF

In 2026 Q2, 64 hedge funds were net buyers of CRF (17 opened a new position, 47 added to an existing one), while 29 reduced or exited (10 trimmed, 19 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 90.

Hedge Fund Ownership: CRF

How many hedge funds hold CRF — quarterly history vs. share price
Quarterly hedge fund ownership of CRF vs. share price

Market Analysis: CRF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CRF
89 + Investors

Track Smart Money conviction in CRF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 92 -3.26%
13F Shares 26M 24M 12.28%
Total Value $159M $119M 33.85%
New Positions 17 18 -1
Increased Positions 47 37 +10
Closed Positions 19 16 +3
Reduced Positions 10 17 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CRF

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Institutional Holders (2026 Q2)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CRF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Global Management, LLC 3.49% 2,989,499 $21.5M
2 Almitas Capital LLC 2.70% 1,572,309 $11.3M
3 Quarry LP 1.51% 2,525,950 $18.1M
4 Advisory Solutions Group, LLC 1.45% 594,180 $4.3M
5 Yakira Capital Management, Inc. 1.06% 518,315 $3.7M
6 Winebrenner Capital Management LLC 0.63% 143,051 $1.0M
7 Mallini Complete Financial Planning LLC 0.44% 85,676 $615K
8 Perennial Investment Advisors, LLC 0.24% 500,924 $3.6M
9 Boothbay Fund Management, LLC 0.22% 2,349,542 $16.9M
10 Sculptor Capital LP 0.16% 2,768,415 $19.9M
11 Cable Car Capital, LP 0.10% 662,510 $4.8M
12 Firethorn Wealth Partners, LLC 0.08% 35,959 $258K
13 Mirador Capital Partners LP 0.07% 79,017 $567K
14 PFG Investments, LLC 0.06% 231,737 $1.7M
15 Buska Wealth Management, LLC 0.06% 24,761 $178K
16 Ameriflex Group, INC. 0.06% 21,800 $157K
17 HF Advisory Group, LLC 0.04% 19,779 $142K
18 Kovack Advisors, Inc. 0.04% 122,033 $876K
19 StoneX Group Inc. 0.04% 145,192 $1.0M
20 Creative Financial Designs Inc /Adv 0.03% 86,397 $620K
21 Outlook Wealth Advisors, LLC 0.02% 13,607 $98K
22 Marshall Financial Group, LLC 0.02% 18,065 $130K
23 Silver Oak Securities, Incorporated 0.02% 42,263 $303K
24 Main Street Financial Solutions, LLC 0.01% 27,072 $188K
25 Wealth Management Nebraska 0.01% 20,901 $150K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cornerstone Total Return Fd (CRF)

What does the Smart Money Trend signal show for CRF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CRF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CRF?

More buyers than sellers — 69% buying: Last quarter: 64 funds were net buyers (17 opened a brand new position + 47 added to an existing one). Only 29 were sellers (10 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRF holders?

Smaller funds dominant — 12% AUM from top-100: 12 of 89 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CRF?

40% of holders stayed for 2+ years: 36 out of 90 hedge funds have held CRF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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