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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

46 hedge funds and large institutions have $104M invested in Cornerstone Strategic Value Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
1
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
$17.7M
2
LPL Financial
LPL Financial
California
$1.37M
3
Morgan Stanley
Morgan Stanley
New York
$1.37M
4
FFG
Ford Financial Group
California
$3.71M
5
PAG
Private Advisor Group
New Jersey
$352K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$49.9M
2
RCM
Rivernorth Capital Management
Florida
$0
3
YCM
Yakira Capital Management
Connecticut
$7.22M
4
UFM
Ursa Fund Management
California
$0
5
CCP
Clough Capital Partners
Massachusetts
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$185K +$44.2K +3,505 +31%
CFD
27
Creative Financial Designs
Indiana
$183K +$4.67K +370 +3%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$172K -$144K -11,380 -46%
WWM
29
Wagner Wealth Management
South Carolina
$107K +$54.7K +4,041 +105%
HIA
30
Harbor Investment Advisory
Maryland
$93K – – –
Bank of America
31
Bank of America
North Carolina
$80K +$12.2K +964 +18%
GWM
32
Geneos Wealth Management
Colorado
$68K +$3.04K +239 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$65K +$11.6K +921 +22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$59K -$4.64K -371 -7%
HFS
35
Horizon Financial Services
North Carolina
$55K +$54.1K +4,267 +6,010%
APWA
36
Atlas Private Wealth Advisors
New Jersey
$38K – – –
HI
37
Harbour Investments
Wisconsin
$28K – – –
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$19K – – –
SIS
39
Sound Income Strategies
Florida
$17K – – –
APA
40
American Portfolios Advisors
New York
$9.5K – – –
SWM
41
Spire Wealth Management
Virginia
$3K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1K -$1.99K -203 -67%
PA
43
Parallel Advisors
California
$1K – – –
RCM
44
Rivernorth Capital Management
Florida
– -$19.1M -1,669,554 Closed
UFM
45
Ursa Fund Management
California
– -$5.09M -445,556 Closed
PFA
46
Pure Financial Advisors
California
– -$2.87M -251,312 Closed
FIA
47
FNY Investment Advisers
New York
– -$340K -29,808 Closed
TSS
48
Two Sigma Securities
New York
– -$170K -14,880 Closed
FIA
49
Foundations Investment Advisors
Arizona
– -$129K -11,074 Closed
Citigroup
50
Citigroup
New York
– -$100K -8,758 Closed
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