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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

46 hedge funds and large institutions have $88.6M invested in Cornerstone Strategic Value Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
22
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$18.5M
2
CCP
Clough Capital Partners
Massachusetts
$2.42M
3
LCM
Landscape Capital Management
New Jersey
$1.04M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$10.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$652K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$32.3M
2
RCM
Rivernorth Capital Management
Florida
$650K
3
BRWA
B. Riley Wealth Advisors
Florida
$0
4
YCM
Yakira Capital Management
Connecticut
$9.13M
5
BCA
Biltmore Capital Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
26
Crescent Grove Advisors
Illinois
$116K +$116K +14,559 New
AGM
27
Alpine Global Management
New York
$107K +$107K +13,438 New
IFWM
28
Institute for Wealth Management
Colorado
$101K +$3.4K +426 +3%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$92K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$81K -$4.43K -558 -5%
SL
31
Savior LLC
Massachusetts
$66K +$9.96K +1,248 +18%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$47K +$2.23K +276 +5%
GWM
33
Geneos Wealth Management
Colorado
$31K +$1.59K +199 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$19K +$4.46K +556 +31%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$16K +$16K +2,032 New
Citigroup
36
Citigroup
New York
$14K +$14K +1,748 New
UBS Group
37
UBS Group
Switzerland
$13K -$117K -15,000 -90%
SIS
38
Sound Income Strategies
Florida
$11K – – –
JPLA
39
Joseph P. Lucia & Associates
New York
$11K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$9K – – –
APA
41
American Portfolios Advisors
New York
$6.03K +$2.37K +297 +65%
TFGT
42
TS Financial Group (TSFG)
Illinois
$1K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
– -$726K -65,724 Closed
BCA
44
Biltmore Capital Advisors
New Jersey
– -$258K -23,368 Closed
DWM
45
Dakota Wealth Management
Florida
– -$202K -18,278 Closed
Millennium Management
46
Millennium Management
New York
– -$152K -13,759 Closed
VRM
47
Vectors Research Management
New York
– -$17K -1,524 Closed
NFG
48
Next Financial Group
Texas
– -$10K -914 Closed
FIA
49
FNY Investment Advisers
New York
– -$6K -549 Closed
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