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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

85 hedge funds and large institutions have $368M invested in Cornerstone Strategic Value Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+19
Holders Change %
+28.79%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
31
Increased
36
Reduced
10
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$149M
2
Bank of America
Bank of America
North Carolina
$37M
3
RCM
Rivernorth Capital Management
Florida
$33.6M
4
UFM
Ursa Fund Management
California
$24.2M
5
YCM
Yakira Capital Management
Connecticut
$14.1M

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
MSFP
Mark Sheptoff Financial Planning
Connecticut
$0
3
NA
NewEdge Advisors
Louisiana
$0
4
AWG
Altus Wealth Group
Colorado
$0
5
TSS
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weiss Asset Management
Massachusetts
$991K +$991K +117,389 New
CA
27
Cetera Advisors
Colorado
$984K -$7.53K -892 -0.8%
CCG
28
Capital CS Group
California
$923K +$125K +14,858 +16%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$893K +$404K +47,815 +83%
KA
30
Kovack Advisors
Florida
$770K +$250K +29,609 +48%
PFS
31
Prospera Financial Services
Texas
$709K +$555K +65,715 +360%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$584K +$164K +19,389 +39%
Nomura Holdings
33
Nomura Holdings
Japan
$515K +$515K +60,109 New
CFD
34
Creative Financial Designs
Indiana
$508K +$213K +25,192 +72%
CAC
35
Cowen and Company
New York
$462K +$462K +54,689 New
DAS
36
Dynamic Advisor Solutions
Arizona
$326K +$82.3K +9,737 +34%
CWA
37
Capital Wealth Alliance
Arizona
$304K +$27.8K +3,288 +10%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$295K +$136K +16,164 +86%
PAG
39
Private Advisor Group
New Jersey
$277K -$34.8K -4,120 -11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$253K +$204K +24,123 +413%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$250K -$119K -14,119 -32%
VF
42
Virtu Financial
New York
$250K +$88.4K +10,459 +55%
UBS Group
43
UBS Group
Switzerland
$229K +$59.1K +6,999 +35%
ACA
44
Aptus Capital Advisors
Alabama
$184K +$184K +21,763 New
BCA
45
Bay Colony Advisors
Massachusetts
$181K +$66.2K +6,806 +58%
MIG
46
Mariner Investment Group
New York
$180K +$180K +21,336 New
CA
47
CoreCap Advisors
Michigan
$158K -$4.14K -491 -3%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$151K +$18.9K +2,235 +14%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$150K +$5.33K +632 +4%
PPW
50
Pasadena Private Wealth
California
$145K +$145K +17,141 New
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