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Cornerstone Strategic Value Fund
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Overview Fund Activity

47 hedge funds and large institutions have $133M invested in Cornerstone Strategic Value Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
17
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Clough Capital Partners
Massachusetts
$1.82M
2
CF
Centaurus Financial
California
$5.21M
3
YCM
Yakira Capital Management
Connecticut
$13.5M
4
RJA
Raymond James & Associates
Florida
$863K
5
BRWA
B. Riley Wealth Advisors
Florida
$726K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$74.2M
2
KIM
Karpus Investment Management
New York
$10.3M
3
RCM
Rivernorth Capital Management
Florida
$1.91M
4
MWPCG
Measured Wealth Private Client Group
New Hampshire
$0
5
AG
Advisor Group
Arizona
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$202K -$69.5K -6,289 -26%
UBS Group
27
UBS Group
Switzerland
$184K -$22.5K -2,037 -11%
CAN
28
Cetera Advisor Networks
California
$160K +$510 +46 +0.3%
Millennium Management
29
Millennium Management
New York
$152K -$316K -28,616 -68%
IFWM
30
Institute for Wealth Management
Colorado
$135K +$7.5K +679 +6%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$127K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$118K +$118K +10,755 New
SL
33
Savior LLC
Massachusetts
$78K +$78K +7,026 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$61K +$3.14K +286 +5%
WAM
35
Wolverine Asset Management
Illinois
$56K +$56K +5,123 New
GWM
36
Geneos Wealth Management
Colorado
$40K +$2.24K +206 +6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$20K – – –
VRM
38
Vectors Research Management
New York
$17K +$17K +1,524 New
SIS
39
Sound Income Strategies
Florida
$15K – – –
JPLA
40
Joseph P. Lucia & Associates
New York
$15K +$230 +21 +2%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$12K – – –
NFG
42
Next Financial Group
Texas
$10K – – –
FIA
43
FNY Investment Advisers
New York
$6K +$6K +549 New
APA
44
American Portfolios Advisors
New York
$5.05K – – –
PA
45
Parallel Advisors
California
$1K – – –
TFGT
46
TS Financial Group (TSFG)
Illinois
$1K – – –
MWPCG
47
Measured Wealth Private Client Group
New Hampshire
– -$712K -63,657 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$282K -25,201 Closed
QCIG
49
Quad-Cities Investment Group
Iowa
– -$66K -5,866 Closed
CIAS
50
Capital Investment Advisory Services
North Carolina
– -$62K -5,588 Closed
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