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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

125 hedge funds and large institutions have $265M invested in Cornerstone Strategic Value Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
30
Increased
41
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
$108M
2
LPL Financial
LPL Financial
California
$11.2M
3
SC
Sculptor Capital
New York
$1.56M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.5M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.02M

Top Sellers

1
KIM
Karpus Investment Management
New York
$4.22M
2
AIA
Absolute Investment Advisers
Florida
$0
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.48M
4
RCM
Rivernorth Capital Management
Florida
$0
5
QL
Quarry LP
New York
$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$891K -$85.1K -10,061 -9%
AG
27
AmeriFlex Group
Nevada
$813K +$813K +92,558 New
CFD
28
Creative Financial Designs
Indiana
$776K +$14K +1,657 +2%
SG
29
StoneX Group
New York
$724K +$724K +85,674 New
Creative Planning
30
Creative Planning
Kansas
$666K +$267K +31,545 +67%
EMAM
31
Encompass More Asset Management
California
$651K +$29.7K +3,514 +5%
SFC
32
Strategic Financial Concepts
Texas
$641K +$18.5K +2,184 +3%
UBS Group
33
UBS Group
Switzerland
$498K +$327K +38,650 +191%
PFS
34
Prospera Financial Services
Texas
$480K +$76.7K +9,077 +19%
PAG
35
Private Advisor Group
New Jersey
$454K -$35.1K -4,156 -7%
SWM
36
SeaCrest Wealth Management
New York
$453K -$10.7K -1,271 -2%
GSIAS
37
Garden State Investment Advisory Services
New Jersey
$444K -$74.9K -8,856 -14%
PI
38
PFG Investments
New York
$438K -$25.8K -3,051 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$419K +$3.09K +365 +0.7%
CA
40
CoreCap Advisors
Michigan
$414K +$162K +19,175 +64%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$409K +$185K +21,858 +82%
CCP
42
Clarity Capital Partners
California
$380K -$22K -2,605 -5%
GC
43
Grimes & Company
Massachusetts
$368K +$2.65K +313 +0.7%
CCG
44
Capital CS Group
California
$365K +$7.9K +934 +2%
Stifel Financial
45
Stifel Financial
Missouri
$362K +$120K +14,232 +50%
DAS
46
Dynamic Advisor Solutions
Arizona
$359K +$52.3K +6,183 +17%
KIM
47
Kane Investment Management
California
$332K +$332K +39,252 New
SWM
48
Shepherd Wealth Management
Ohio
$323K +$323K +38,168 New
SWP
49
Stratos Wealth Partners
Ohio
$310K +$310K +36,717 New
IAA
50
Independent Advisor Alliance
North Carolina
$298K +$298K +35,252 New
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