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Cornerstone Strategic Value Fund
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Overview Fund Activity

48 hedge funds and large institutions have $30.5M invested in Cornerstone Strategic Value Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$8.77M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$277K
3
KAS
3
Kestra Advisory Services
Texas
$255K
4
Truist Financial
4
Truist Financial
North Carolina
$242K
5
Creative Planning
5
Creative Planning
Kansas
$624K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.03M
3
YCM
3
Yakira Capital Management
Connecticut
$4.52M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.53M
5
CAN
5
Cetera Advisor Networks
California
$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$129K +$129K +11,176 New
CFD
27
Creative Financial Designs
Indiana
$119K +$2.99K +259 +3%
SL
28
Savior LLC
Massachusetts
$106K -$4.65K -401 -4%
AWG
29
Altus Wealth Group
Colorado
$102K +$102K +8,835 New
GWM
30
Geneos Wealth Management
Colorado
$64K +$6.54K +498 +11%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$43K +$43K +3,556 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$41K +$1.98K +175 +5%
APWA
33
Atlas Private Wealth Advisors
New Jersey
$35K – – –
HIA
34
Harbor Investment Advisory
Maryland
$23K +$23K +2,032 New
Citigroup
35
Citigroup
New York
$20K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$20K +$2.77K +243 +16%
Bank of America
37
Bank of America
North Carolina
$17K – – –
SIS
38
Sound Income Strategies
Florida
$16K – – –
IAIM
39
International Assets Investment Management
Florida
$12K +$12K +1,067 New
APA
40
American Portfolios Advisors
New York
$8.7K – – –
SIAG
41
Safeguard Investment Advisory Group
California
$3K +$3K +338 New
TFGT
42
TS Financial Group (TSFG)
Illinois
$1K – – –
HFS
43
Horizon Financial Services
North Carolina
$1K – – –
PA
44
Parallel Advisors
California
$1K – – –
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1K +$1K +102 New
SIA
46
Sit Investment Associates
Minnesota
– -$5.76M -527,915 Closed
KIM
47
Karpus Investment Management
New York
– -$111K -10,196 Closed
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