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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Cornerstone Strategic Value Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
50
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
TrueMark Investments
Illinois
$4.5M
2
BFM
Boothbay Fund Management
New York
$45.4M
3
AGM
Alpine Global Management
New York
$45.5M
4
SOA
Sea Otter Advisors
Florida
$3.85M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.52M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$26.9M
2
CF
Centaurus Financial
California
$2.88M
3
LSC
Logan Stone Capital
Illinois
$0
4
SWP
Significant Wealth Partners
Illinois
$0
5
RCM
Rivernorth Capital Management
Florida
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$842K -$27.2K -3,582 -3%
Creative Planning
27
Creative Planning
Kansas
$835K +$647K +85,357 +344%
CFD
28
Creative Financial Designs
Indiana
$694K +$11.8K +1,556 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$659K +$22.9K +3,020 +4%
DWM
30
Dakota Wealth Management
Florida
$645K +$19.2K +2,531 +3%
CCP
31
Clarity Capital Partners
California
$629K -$60.4K -7,968 -9%
VF
32
Virtu Financial
New York
$483K +$483K +63,705 New
Millennium Management
33
Millennium Management
New York
$439K -$538K -71,050 -55%
CWA
34
Capital Wealth Alliance
Arizona
$439K +$48.6K +6,408 +12%
PI
35
PFG Investments
New York
$428K +$7.62K +1,005 +2%
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$418K +$149K +19,668 +55%
PAG
37
Private Advisor Group
New Jersey
$405K +$349 +46 +0.1%
BWS
38
BCR Wealth Strategies
Alabama
$402K +$402K +53,146 New
Nomura Holdings
39
Nomura Holdings
Japan
$395K +$149K +19,697 +61%
Citadel Advisors
40
Citadel Advisors
Florida
$392K +$60.4K +7,972 +18%
SPIA
41
Steward Partners Investment Advisory
New York
$371K +$9.81K +1,294 +3%
SWM
42
SeaCrest Wealth Management
New York
$364K +$2.58K +340 +0.7%
PFS
43
Prospera Financial Services
Texas
$362K +$21.6K +2,845 +6%
RJT
44
Raymond James Trust
Florida
$333K +$27.7K +3,660 +9%
CCG
45
Capital CS Group
California
$313K -$10.3K -1,353 -3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$273K +$9.24K +1,219 +3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$250K +$250K +32,922 New
VFPW
48
Vantage Financial Partners (Wisconsin)
Wisconsin
$232K +$2K +264 +0.9%
DAS
49
Dynamic Advisor Solutions
Arizona
$218K -$29.6K -3,908 -12%
CA
50
CoreCap Advisors
Michigan
$213K +$111K +14,635 +108%
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