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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

92 hedge funds and large institutions have $302M invested in Cornerstone Strategic Value Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
33
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$16.3M
2
AGM
Alpine Global Management
New York
$45.2M
3
BFM
Boothbay Fund Management
New York
$45.1M
4
LPL Financial
LPL Financial
California
$5.03M
5
CF
Centaurus Financial
California
$21.9M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$138M
2
Bank of America
Bank of America
North Carolina
$24.9K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.44M
4
CAN
Cetera Advisor Networks
California
$871K
5
CCG
Capital CS Group
California
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$347K -$214K -26,004 -38%
YCM
27
Yakira Capital Management
Connecticut
$342K -$66.9K -8,109 -16%
CWA
28
Capital Wealth Alliance
Arizona
$318K -$64.1K -7,766 -17%
GRP
29
Global Retirement Partners
California
$310K +$23.7K +2,879 +8%
CPIG
30
Chicago Partners Investment Group
Illinois
$302K -$7.18K -845 -2%
PPW
31
Pasadena Private Wealth
California
$297K +$2.04K +247 +0.7%
ACA
32
Aptus Capital Advisors
Alabama
$296K +$15.5K +1,878 +6%
SFC
33
Strategic Financial Concepts
Texas
$294K +$20.1K +2,438 +7%
Goldman Sachs
34
Goldman Sachs
New York
$287K +$16.2K +1,962 +6%
SWM
35
SeaCrest Wealth Management
New York
$276K +$15.5K +1,883 +6%
RJT
36
Raymond James Trust
Florida
$265K – – –
Creative Planning
37
Creative Planning
Kansas
$256K +$157K +19,021 +159%
Citadel Advisors
38
Citadel Advisors
Florida
$252K -$28K -3,389 -10%
XT
39
XTX Topco
Cayman Islands
$249K +$249K +30,151 New
HF
40
HRT Financial
New York
$243K +$243K +29,471 New
VF
41
Virtu Financial
New York
$224K +$224K +27,141 New
VFPW
42
Vantage Financial Partners (Wisconsin)
Wisconsin
$208K +$114K +13,766 +121%
FWP
43
Firethorn Wealth Partners
Georgia
$189K +$9.86K +1,195 +6%
GC
44
Grimes & Company
Massachusetts
$189K -$13.7K -1,665 -7%
CA
45
CoreCap Advisors
Michigan
$186K +$186K +22,546 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$182K -$184K -22,253 -50%
PI
47
PFG Investments
New York
$176K +$1.67K +202 +1%
PFO
48
Pathstone Family Office
New Jersey
$176K +$176K +21,348 New
CST
49
Charles Schwab Trust
Nevada
$171K +$171K +21,863 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$167K -$24.2K -2,930 -13%
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