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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

50 hedge funds and large institutions have $253M invested in Cornerstone Strategic Value Fund in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+19
Holders Change %
+61.29%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
23
Increased
16
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$132M
2
KIM
2
Karpus Investment Management
New York
$25.3M
3
RCM
3
Rivernorth Capital Management
Florida
$21.5M
4
YCM
4
Yakira Capital Management
Connecticut
$22.8M
5
LCM
5
Laurion Capital Management
New York
$12.4M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$1.81M
2
CS
2
Credit Suisse
Switzerland
$0
3
CF
3
Centaurus Financial
California
$1.51K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$293K +$293K +21,247 New
LPL Financial
27
LPL Financial
California
$288K +$72.6K +5,270 +34%
IA
28
IFP Advisors
Florida
$236K -$3.85K -279 -2%
Citadel Advisors
29
Citadel Advisors
Florida
$218K +$218K +15,850 New
FFA
30
First Foundation Advisors
California
$182K +$35K +2,540 +24%
WAM
31
Wolverine Asset Management
Illinois
$180K +$180K +13,132 New
MML Investors Services
32
MML Investors Services
Massachusetts
$175K +$175K +12,715 New
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$172K +$148K +10,757 +613%
KA
34
Kovack Advisors
Florida
$164K +$164K +11,913 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$154K +$154K +11,193 New
QCIG
36
Quad-Cities Investment Group
Iowa
$51K +$1.81K +131 +4%
GWM
37
Geneos Wealth Management
Colorado
$34K -$8.76K -641 -20%
UBS Group
38
UBS Group
Switzerland
$34K – – –
MFW
39
Mosaic Family Wealth
Missouri
$33K +$19.9K +1,553 +153%
SWP
40
Stratos Wealth Partners
Ohio
$16K +$16K +1,184 New
Citigroup
41
Citigroup
New York
$11K – – –
WWM
42
Wagner Wealth Management
South Carolina
$7K – – –
APA
43
American Portfolios Advisors
New York
$6.3K – – –
RFM
44
Royal Fund Management
Florida
$4K – – –
FHB
45
First Hawaiian Bank
Hawaii
$2K +$2K +153 New
CF
46
Centaurus Financial
California
$1.51K -$633K -46,162 -100%
Wells Fargo
47
Wells Fargo
California
$1K -$7.85K -377 -89%
WA
48
WealthTrust-Arizona
Arizona
$1K +$1K +102 New
CS
49
Credit Suisse
Switzerland
– -$2.05M -148,025 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$252K -18,191 Closed
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2
3