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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

89 hedge funds and large institutions have $283M invested in Cornerstone Strategic Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
39
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIA
Perennial Investment Advisors
California
$2.75M
2
UFM
Ursa Fund Management
California
$3.51M
3
CF
Centaurus Financial
California
$19.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.3M
5
BFM
Boothbay Fund Management
New York
$38.1M

Top Sellers

1
HHGC
Hunting Hill Global Capital
New York
$0
2
Bank of America
Bank of America
North Carolina
$4.16M
3
SIA
Sit Investment Associates
Minnesota
$135M
4
Goldman Sachs
Goldman Sachs
New York
$252K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Capital Wealth Alliance
Arizona
$355K +$24.6K +3,206 +7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$339K +$33.7K +4,395 +11%
PAG
28
Private Advisor Group
New Jersey
$327K +$143K +18,641 +78%
DAS
29
Dynamic Advisor Solutions
Arizona
$317K +$23.2K +3,025 +8%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$305K +$31K +4,049 +11%
CPIG
31
Chicago Partners Investment Group
Illinois
$275K +$109K +14,478 +66%
PPW
32
Pasadena Private Wealth
California
$274K +$121K +15,814 +79%
GRP
33
Global Retirement Partners
California
$267K +$2.91K +378 +1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$263K +$263K +34,345 New
ACA
35
Aptus Capital Advisors
Alabama
$261K +$13.9K +1,817 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$260K -$13.1K -1,707 -5%
SFC
37
Strategic Financial Concepts
Texas
$254K +$254K +33,190 New
Goldman Sachs
38
Goldman Sachs
New York
$252K -$4.56M -594,936 -95%
RJT
39
Raymond James Trust
Florida
$246K +$34.1K +4,451 +16%
SWM
40
SeaCrest Wealth Management
New York
$242K +$242K +31,605 New
BCA
41
Bay Colony Advisors
Massachusetts
$238K -$40.5K -5,311 -15%
BCM
42
Bluefin Capital Management
New York
$227K -$355K -48,988 Closed
UBS Group
43
UBS Group
Switzerland
$198K +$13.7K +1,790 +7%
GC
44
Grimes & Company
Massachusetts
$188K +$10K +1,308 +6%
LCM
45
Landscape Capital Management
New Jersey
$185K -$169K -22,006 -48%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$178K -$4.17K -544 -2%
FWP
47
Firethorn Wealth Partners
Georgia
$168K +$43.1K +5,544 +34%
BCM
48
Brainard Capital Management
Texas
$164K +$164K +21,348 New
PI
49
PFG Investments
New York
$162K +$162K +21,163 New
CFAM
50
Center For Asset Management
Florida
$143K +$25.9K +3,382 +22%
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