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Cornerstone Strategic Value Fund
CLM

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

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $30.5M → $35.8M (+$5.26M)

6% more funds holding

Funds holding: 48 → 51 (+3)

0.15% less ownership

Funds ownership: 3.63% → 3.48% (-0.15%)

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

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$3.24M
2
CF
Centaurus Financial
California
+$1.96M
3
Nomura Holdings
Nomura Holdings
Japan
+$1.12M
4
Morgan Stanley
Morgan Stanley
New York
+$366K
5
RJA
Raymond James & Associates
Florida
+$295K

Top Sellers

Rank Fund Capital Flow
1
YCM
Yakira Capital Management
Connecticut
-$4.52M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.06M
3
Truist Financial
Truist Financial
North Carolina
-$242K
4
VF
Virtu Financial
New York
-$207K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$177K -$113K -8,935 -40%
IIC
27
Ironwood Investment Counsel
Arizona
$162K – – –
CFD
28
Creative Financial Designs
Indiana
$154K +$16.4K +1,292 +13%
FIA
29
Foundations Investment Advisors
Arizona
$138K +$130K +10,262 New
SL
30
Savior LLC
Massachusetts
$126K +$4.81K +379 +4%
Citigroup
31
Citigroup
New York
$103K +$76.1K +5,994 +343%
GWM
32
Geneos Wealth Management
Colorado
$56K +$1.02K +80 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$51K +$26.2K +2,061 +117%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$48K +$482 +38 +1%
HI
35
Harbour Investments
Wisconsin
$41K +$39.4K +3,105 New
APWA
36
Atlas Private Wealth Advisors
New Jersey
$40K – – –
Bank of America
37
Bank of America
North Carolina
$33K +$12.8K +1,006 +68%
HIA
38
Harbor Investment Advisory
Maryland
$27K – – –
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$20K +$19K +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
$9.99K – – –
Wells Fargo
43
Wells Fargo
California
$7K +$5.93K +467 +1,415%
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.45K +508 New
SWM
45
Spire Wealth Management
Virginia
$3K +$3.23K +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
1
2
3

CLM Hedge Fund Activity: Q1 2021 in Review

51 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q1 2021, worth a combined $35.8M — up 17% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLM positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $3.24M. The largest seller was Yakira Capital Management, exiting entirely with an estimated $4.52M sold.

  • 51 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $35.8M of Cornerstone Strategic Value Fund stock for Q1 2021, up 17% quarter-over-quarter.
  • 11 funds opened new Cornerstone Strategic Value Fund positions in Q1 2021 and 8 closed out, a net change of +3 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q1 2021 was Credit Suisse, an estimated $3.24M added.
  • The largest Cornerstone Strategic Value Fund seller in Q1 2021 was Yakira Capital Management, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2021.