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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

109 hedge funds and large institutions have $261M invested in Cornerstone Strategic Value Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
46
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$17.4M
2
KIM
Karpus Investment Management
New York
$14.6M
3
AIA
Absolute Investment Advisers
Florida
$9.17M
4
LSC
Logan Stone Capital
Illinois
$5.29M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.1M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$41.5M
2
CCP
Clough Capital Partners
Massachusetts
$0
3
SC
Sculptor Capital
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$1.01M +$98.9K +13,366 +11%
Millennium Management
27
Millennium Management
New York
$955K +$431K +58,188 +82%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$849K +$16.1K +2,174 +2%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$832K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$706K -$3.24K -437 -0.5%
CA
31
Cetera Advisors
Colorado
$685K +$306K +41,281 +80%
CCP
32
Clarity Capital Partners
California
$673K +$21.4K +2,896 +3%
CFD
33
Creative Financial Designs
Indiana
$666K +$20.8K +2,804 +3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$621K +$619K +83,624 +29,445%
DWM
35
Dakota Wealth Management
Florida
$611K +$611K +82,586 New
SFC
36
Strategic Financial Concepts
Texas
$426K +$426K +57,506 New
PI
37
PFG Investments
New York
$410K +$410K +55,447 New
PAG
38
Private Advisor Group
New Jersey
$395K +$9.43K +1,274 +2%
CWA
39
Capital Wealth Alliance
Arizona
$381K +$78.4K +10,599 +26%
SWM
40
SeaCrest Wealth Management
New York
$353K +$97K +13,108 +38%
SPIA
41
Steward Partners Investment Advisory
New York
$353K +$22.9K +3,094 +7%
PFS
42
Prospera Financial Services
Texas
$332K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$324K +$5.17K +698 +2%
CCG
44
Capital CS Group
California
$316K +$6.46K +873 +2%
RJT
45
Raymond James Trust
Florida
$299K -$3.98K -537 -1%
XT
46
XTX Topco
Cayman Islands
$271K +$271K +36,556 New
GSIAS
47
Garden State Investment Advisory Services
New Jersey
$264K -$149K -20,054 -36%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$258K +$118K +15,982 +85%
Bank of America
49
Bank of America
North Carolina
$257K +$123K +16,606 +92%
DAS
50
Dynamic Advisor Solutions
Arizona
$242K -$6.96K -940 -3%
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