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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

119 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
41
Reduced
36
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.1M
2
YCM
Yakira Capital Management
Connecticut
$4.92M
3
SWP
Stratos Wealth Partners
Ohio
$2.72M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
5
US Bancorp
US Bancorp
Minnesota
$1.91M

Top Sellers

1
AGM
Alpine Global Management
New York
$46.6M
2
TI
TrueMark Investments
Illinois
$0
3
KIM
Karpus Investment Management
New York
$0
4
SC
Sculptor Capital
New York
$0
5
LPL Financial
LPL Financial
California
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$708K +$133K +18,144 +23%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$688K -$586K -80,089 -46%
SG
28
StoneX Group
New York
$684K +$57.4K +7,846 +9%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$660K -$616K -84,288 -48%
EMAM
30
Encompass More Asset Management
California
$569K +$6.08K +832 +1%
SFC
31
Strategic Financial Concepts
Texas
$536K -$18.9K -2,590 -3%
AG
32
AmeriFlex Group
Nevada
$532K -$145K -19,812 -21%
CFD
33
Creative Financial Designs
Indiana
$527K -$144K -19,702 -21%
CCP
34
Clarity Capital Partners
California
$492K +$163K +22,315 +50%
PFS
35
Prospera Financial Services
Texas
$472K +$57K +7,797 +14%
IC
36
IEQ Capital
California
$405K +$405K +55,408 New
UBS Group
37
UBS Group
Switzerland
$396K -$34.1K -4,664 -8%
IA
38
Integrity Alliance
Iowa
$388K +$388K +52,995 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$383K +$29K +3,959 +8%
PAG
40
Private Advisor Group
New Jersey
$379K -$13.9K -1,900 -4%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$377K -$6.42K -877 -2%
PI
42
PFG Investments
New York
$376K -$2.52K -345 -0.7%
Citadel Advisors
43
Citadel Advisors
Florida
$371K +$8.55K +1,169 +2%
AC
44
Almitas Capital
California
$361K +$361K +49,342 New
BlackRock
45
BlackRock
New York
$345K +$345K +47,184 New
GC
46
Grimes & Company
Massachusetts
$334K +$15.5K +2,121 +5%
CA
47
CoreCap Advisors
Michigan
$312K -$45.6K -6,240 -13%
Stifel Financial
48
Stifel Financial
Missouri
$311K -$1.51K -206 -0.5%
DAS
49
Dynamic Advisor Solutions
Arizona
$293K -$17.1K -2,344 -6%
Jane Street
50
Jane Street
New York
$265K +$265K +36,285 New
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