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Cornerstone Strategic Value Fund
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Overview Fund Activity

66 hedge funds and large institutions have $68.6M invested in Cornerstone Strategic Value Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.7M
2
Barclays
2
Barclays
United Kingdom
$2.33M
3
CA
3
Cetera Advisors
Colorado
$1.63M
4
CF
4
Centaurus Financial
California
$23.7M
5
LPL Financial
5
LPL Financial
California
$4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$493K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.58M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$803K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$265K +$265K +19,132 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$261K +$261K +18,802 New
NA
28
NewEdge Advisors
Louisiana
$259K +$16.4K +1,179 +7%
PFS
29
Prospera Financial Services
Texas
$253K +$49.3K +3,556 +24%
Creative Planning
30
Creative Planning
Kansas
$253K +$50.8K +3,655 +25%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$238K -$160K -11,564 -40%
RJT
32
Raymond James Trust
Florida
$229K +$229K +16,513 New
AWG
33
Altus Wealth Group
Colorado
$222K – – –
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$216K – – –
Bank of America
35
Bank of America
North Carolina
$208K +$133K +9,625 +177%
TSS
36
Two Sigma Securities
New York
$191K +$191K +13,776 New
CAN
37
Cetera Advisor Networks
California
$190K -$93.6K -6,731 -33%
MCC
38
Money Concepts Capital
Florida
$168K +$168K +12,134 New
LWM
39
Laidlaw Wealth Management
New York
$167K +$167K +12,040 New
BCA
40
Bay Colony Advisors
Massachusetts
$164K +$164K +11,792 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$145K -$39.5K -2,854 -21%
ACM
42
AlphaStar Capital Management
North Carolina
$145K +$145K +10,436 New
HIA
43
Harbor Investment Advisory
Maryland
$105K – – –
GWM
44
Geneos Wealth Management
Colorado
$82K +$4.34K +313 +6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$81K +$13.7K +991 +20%
TWM
46
Tradition Wealth Management
Minnesota
$75K +$18.4K +1,321 +33%
LFG
47
Larson Financial Group
Missouri
$37K +$15.7K +1,118 +73%
APA
48
American Portfolios Advisors
New York
$35.1K +$929 +67 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$33K – – –
GWMIA
50
Global Wealth Management Investment Advisory
Florida
$21K – – –
1
2
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