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Cornerstone Strategic Value Fund

92 hedge funds and large institutions have $254M invested in Cornerstone Strategic Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
39
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
26
Capital Wealth Alliance
Arizona
$313K +$8.24K +1,040 +3%
SFC
27
Strategic Financial Concepts
Texas
$307K +$25K +3,150 +9%
GRP
28
Global Retirement Partners
California
$303K +$14.2K +1,847 +5%
ACA
29
Aptus Capital Advisors
Alabama
$301K +$16.8K +2,123 +6%
VFPW
30
Vantage Financial Partners (Wisconsin)
Wisconsin
$279K +$79.7K +10,058 +40%
SPIA
31
Steward Partners Investment Advisory
New York
$277K +$277K +34,907 New
DAS
32
Dynamic Advisor Solutions
Arizona
$273K -$68.7K -8,675 -20%
SWM
33
SeaCrest Wealth Management
New York
$269K +$3.75K +473 +1%
RJT
34
Raymond James Trust
Florida
$262K +$7.48K +944 +3%
Mariner
35
Mariner
Kansas
$257K +$257K +32,440 New
Creative Planning
36
Creative Planning
Kansas
$252K +$6.71K +847 +3%
CPIG
37
Chicago Partners Investment Group
Illinois
$237K +$3.57K +544 +2%
VF
38
Virtu Financial
New York
$210K -$5.11K -645 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$209K -$32.6K -4,109 -13%
FWP
40
Firethorn Wealth Partners
Georgia
$188K +$6.48K +818 +4%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$183K +$9.05K +1,145 +5%
CST
42
Charles Schwab Trust
Nevada
$173K
PI
43
PFG Investments
New York
$171K +$1.67K +211 +1%
CA
44
CoreCap Advisors
Michigan
$170K -$8.79K -1,109 -5%
PFO
45
Pathstone Family Office
New Jersey
$169K
PPW
46
Pasadena Private Wealth
California
$154K -$131K -16,523 -46%
UBS Group
47
UBS Group
Switzerland
$149K +$8 +1 +0%
CFAM
48
Center For Asset Management
Florida
$148K
GC
49
Grimes & Company
Massachusetts
$147K -$33.8K -4,271 -19%
HAG
50
HF Advisory Group
Maryland
$142K +$5.29K +668 +4%