Cornerstone Strategic Value Fund
121 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 23 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.61% less ownership
Funds ownership: 13.4% → 10.79% (-2.6%)
5% less funds holding
Funds holding: 128 → 121 (-7)
26% less capital invested
Capital invested by funds: $266M → $197M (-$68.9M)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$5.25M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.76M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.66M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
-$52.9M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$5.56M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.22M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.61M |
| 5 |
SC
Sculptor Capital
New York
|
-$1.56M |
CLM Hedge Fund Activity: Q1 2025 in Review
121 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q1 2025, worth a combined $197M — down 26% from $266M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CLM and 17 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 42 added.
The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Alpine Global Management, cutting an estimated $52.9M.
- 121 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q1 2025, down from 128 in Q4 2024.
- Funds reported $197M of Cornerstone Strategic Value Fund stock for Q1 2025, down 26% quarter-over-quarter.
- 17 funds opened new Cornerstone Strategic Value Fund positions in Q1 2025 and 23 closed out, a net change of -6 holders.
- The largest Cornerstone Strategic Value Fund buyer in Q1 2025 was Bank of America, an estimated $14.2M added.
- The largest Cornerstone Strategic Value Fund seller in Q1 2025 was Alpine Global Management, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2025.