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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

114 hedge funds and large institutions have $213M invested in Cornerstone Strategic Value Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
14
Increased
45
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
Doliver Advisors
Texas
$2.21M
2
LPL Financial
LPL Financial
California
$7.31M
3
BEI
Benjamin Edwards Inc
Missouri
$1.37M
4
Osaic Holdings
Osaic Holdings
Arizona
$17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.24M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
RCM
Rivernorth Capital Management
Florida
$4.59M
3
SOA
Sea Otter Advisors
Florida
$0
4
SFC
Strategic Financial Concepts
Texas
$557K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.21M +$1.06M +140,196 +716%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$873K +$624K +82,546 +251%
Bank of America
28
Bank of America
North Carolina
$719K +$595K +78,674 +478%
DWM
29
Dakota Wealth Management
Florida
$682K +$38.6K +5,107 +6%
CFD
30
Creative Financial Designs
Indiana
$681K -$10.9K -1,446 -2%
JWCA
31
J.W. Cole Advisors
Florida
$600K +$600K +79,427 New
SFC
32
Strategic Financial Concepts
Texas
$557K -$3.36M -443,880 -86%
EMAM
33
Encompass More Asset Management
California
$555K +$555K +73,449 New
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$464K +$46.5K +6,149 +11%
PAG
35
Private Advisor Group
New Jersey
$438K +$33.8K +4,465 +8%
PI
36
PFG Investments
New York
$415K -$12.2K -1,610 -3%
SWM
37
SeaCrest Wealth Management
New York
$414K +$51.4K +6,794 +14%
SPIA
38
Steward Partners Investment Advisory
New York
$377K +$7.29K +965 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$372K -$19.8K -2,621 -5%
PFS
40
Prospera Financial Services
Texas
$361K – – –
CCP
41
Clarity Capital Partners
California
$359K -$268K -35,473 -43%
Creative Planning
42
Creative Planning
Kansas
$357K -$476K -62,981 -57%
RJT
43
Raymond James Trust
Florida
$333K – – –
Jane Street
44
Jane Street
New York
$332K +$250K +33,088 +304%
GC
45
Grimes & Company
Massachusetts
$326K +$162K +21,432 +99%
TSS
46
Two Sigma Securities
New York
$320K +$216K +28,638 +208%
CCG
47
Capital CS Group
California
$320K +$7.18K +950 +2%
VF
48
Virtu Financial
New York
$274K -$208K -27,468 -43%
DAS
49
Dynamic Advisor Solutions
Arizona
$274K +$56.1K +7,427 +26%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$273K – – –
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