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Cornerstone Strategic Value Fund
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Overview Fund Activity

36 hedge funds and large institutions have $38.3M invested in Cornerstone Strategic Value Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-7
Holders Change %
-16.28%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
15
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$7.28M
2
UBS Group
2
UBS Group
Switzerland
$248K
3
CWA
3
Capital Wealth Alliance
Arizona
$229K
4
VF
4
Virtu Financial
New York
$177K
5
Morgan Stanley
5
Morgan Stanley
New York
$731K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.76M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.07M
3
YCM
3
Yakira Capital Management
Connecticut
$6.1M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$37K +$1.78K +166 +5%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$33K – – –
Citigroup
28
Citigroup
New York
$19K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$16K -$6.12K -579 -28%
Bank of America
30
Bank of America
North Carolina
$16K – – –
SIS
31
Sound Income Strategies
Florida
$15K – – –
APA
32
American Portfolios Advisors
New York
$8.23K – – –
PA
33
Parallel Advisors
California
$1K – – –
HFS
34
Horizon Financial Services
North Carolina
$1K +$1K +71 New
CCP
35
Clough Capital Partners
Massachusetts
– -$2.82M -280,587 Closed
BRWA
36
B. Riley Wealth Advisors
Florida
– -$186K -18,467 Closed
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
– -$178K -17,678 Closed
LCM
38
Landscape Capital Management
New Jersey
– -$147K -14,596 Closed
AGM
39
Alpine Global Management
New York
– -$135K -13,438 Closed
IFWM
40
Institute for Wealth Management
Colorado
– -$132K -13,077 Closed
JPLA
41
Joseph P. Lucia & Associates
New York
– -$14K -1,369 Closed
BFEC
42
Benjamin F. Edwards & Company
Missouri
– -$11K -1,094 Closed
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