Cornerstone Strategic Value Fund
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.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more funds holding
Funds holding: 56 → 66 (+10)
17% more capital invested
Capital invested by funds: $58.7M → $68.6M (+$9.9M)
1.58% less ownership
Funds ownership: 5.76% → 4.18% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.61M |
| 2 |
Barclays
London,
United Kingdom
|
+$3.51M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.46M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.18M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.77M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$930K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$638K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$306K |
CLM Hedge Fund Activity: Q1 2022 in Review
66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q1 2022, worth a combined $68.6M — up 17% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CLM positions and 7 closed out — a net gain of 11 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.61M. The largest seller was Sit Investment Associates, cutting an estimated $8.18M.
- 66 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q1 2022, up from 56 in Q4 2021.
- Funds reported $68.6M of Cornerstone Strategic Value Fund stock for Q1 2022, up 17% quarter-over-quarter.
- 18 funds opened new Cornerstone Strategic Value Fund positions in Q1 2022 and 7 closed out, a net change of +11 holders.
- The largest Cornerstone Strategic Value Fund buyer in Q1 2022 was Osaic Holdings, an estimated $5.61M added.
- The largest Cornerstone Strategic Value Fund seller in Q1 2022 was Sit Investment Associates, an estimated $8.18M sold.
Based on aggregated 13F filings for Q1 2022.