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Cornerstone Strategic Value Fund
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Overview Fund Activity

51 hedge funds and large institutions have $35.8M invested in Cornerstone Strategic Value Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$3.38M
2
CF
2
Centaurus Financial
California
$12.1M
3
Nomura Holdings
3
Nomura Holdings
Japan
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.28M
5
RJA
5
Raymond James & Associates
Florida
$1.85M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.33M
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
VF
4
Virtu Financial
New York
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$177K -$119K -8,935 -40%
IIC
27
Ironwood Investment Counsel
Arizona
$162K – – –
CFD
28
Creative Financial Designs
Indiana
$154K +$17.1K +1,292 +13%
FIA
29
Foundations Investment Advisors
Arizona
$138K +$138K +10,262 New
SL
30
Savior LLC
Massachusetts
$126K +$5.02K +379 +4%
Citigroup
31
Citigroup
New York
$103K +$79.7K +5,994 +343%
GWM
32
Geneos Wealth Management
Colorado
$56K +$905 +80 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$51K +$27.5K +2,061 +117%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$48K +$498 +38 +1%
HI
35
Harbour Investments
Wisconsin
$41K +$41K +3,105 New
APWA
36
Atlas Private Wealth Advisors
New Jersey
$40K – – –
Bank of America
37
Bank of America
North Carolina
$33K +$13.4K +1,006 +68%
HIA
38
Harbor Investment Advisory
Maryland
$27K – – –
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$20K +$20K +1,494 New
SIS
40
Sound Income Strategies
Florida
$17.8K – – –
IAIM
41
International Assets Investment Management
Florida
$12K – – –
APA
42
American Portfolios Advisors
New York
$10K – – –
Wells Fargo
43
Wells Fargo
California
$7K +$6.54K +467 +1,415%
WWM
44
Wagner Wealth Management
South Carolina
$7K +$7K +508 New
SWM
45
Spire Wealth Management
Virginia
$3K +$3K +254 New
HFS
46
Horizon Financial Services
North Carolina
$1K – – –
PA
47
Parallel Advisors
California
$1K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1K – – –
YCM
49
Yakira Capital Management
Connecticut
– -$4.52M -391,466 Closed
Truist Financial
50
Truist Financial
North Carolina
– -$242K -20,982 Closed
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2
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