Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cornerstone Total Return Fd (CRF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
62%

Smart Money Signals — CRF

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added CRF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 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.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

55 buying33 selling
Last quarter: 55 funds were net buyers (18 opened a brand new position + 37 added to an existing one). Only 33 were sellers (17 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 15 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 29% new

39% conviction (2yr+) 32% medium 29% new
Of the 92 current holders: 36 (39%) held >2 years, 29 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -7%, value -45%

Value
-45%
Shares
-7%
Last quarter: funds added -7% more shares while total portfolio value only changed -45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~18 new funds/quarter

17 → 24 → 15 → 16 → 18 new funds/Q
New funds entering each quarter: 24 → 15 → 16 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 41% newcomers

47% veterans 12% 1-2yr 41% new
Entry-cohort mix of 92 holders: 43 (47%) are 2+ year veterans, 11 entered 1–2 years ago, and 38 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
9 of 91 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 55 hedge funds were net buyers of CRF (18 opened a new position, 37 added to an existing one), while 33 reduced or exited (17 trimmed, 16 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 92.

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

-- --

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

Is It Too Late to Buy Cornerstone Total Return Fd (CRF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CRF
+2.1%
XLF
+1220.3%

CRF outperformed XLF by -1218.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CRF
-1.3%
XLF
+4.8%

Since the filing became public, CRF outperformed XLF by -6.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CRF
92 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 92 90 2.22%
13F Shares 24M 25M -7.12%
Total Value $119M $217M -45.18%
New Positions 18 16 +2
Increased Positions 37 36 +1
Closed Positions 16 8 +8
Reduced Positions 17 17 -
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 Q1)

92 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quarry LP 3.15% 2,529,089 $17.6M
2 Alpine Global Management, LLC 3.10% 2,980,112 $20.7M
3 Almitas Capital LLC 1.75% 1,115,348 $7.8M
4 Cable Car Capital, LP 1.66% 649,999 $4.8M
5 Yakira Capital Management, Inc. 1.03% 505,160 $3.5M
6 Winebrenner Capital Management LLC 0.62% 138,001 $959K
7 Mallini Complete Financial Planning LLC 0.43% 78,966 $549K
8 Perennial Investment Advisors, LLC 0.27% 485,846 $3.4M
9 Boothbay Fund Management, LLC 0.21% 2,345,246 $16.3M
10 Firethorn Wealth Partners, LLC 0.09% 34,272 $238K
11 Ameriflex Group, INC. 0.08% 21,800 $152K
12 PFG Investments, LLC 0.07% 210,362 $1.5M
13 Buska Wealth Management, LLC 0.07% 24,018 $167K
14 Kovack Advisors, Inc. 0.06% 149,372 $1.0M
15 StoneX Group Inc. 0.05% 142,723 $992K
16 HF Advisory Group, LLC 0.05% 19,053 $132K
17 Secure Asset Management, LLC 0.02% 21,851 $152K
18 Outlook Wealth Advisors, LLC 0.02% 13,407 $93K
19 Creative Financial Designs Inc /Adv 0.02% 52,012 $361K
20 Marshall Financial Group, LLC 0.02% 18,065 $126K
21 Rivernorth Capital Management, LLC 0.02% 48,455 $337K
22 Wealth Management Nebraska 0.02% 21,707 $151K
23 Anfield Capital Management, LLC 0.01% 6,657 $46K
24 Chicago Partners Investment Group LLC 0.01% 64,188 $459K
25 Brookwood Investment Group LLC 0.01% 10,919 $76K
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?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added CRF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRF?

More buyers than sellers — 62% buying: Last quarter: 55 funds were net buyers (18 opened a brand new position + 37 added to an existing one). Only 33 were sellers (17 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRF holders?

Smaller funds dominant — 14% AUM from top-100: 9 of 91 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CRF?

Mixed — 39% long-term, 29% new: Of the 92 current holders: 36 (39%) held >2 years, 29 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Cornerstone Total Return Fd (CRF) following the 2026 Q1 hedge fund 13F filings?

As of today, CRF has moved -1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.1%. Since the quarter end (March 31, 2026), CRF has gained +2.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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