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Cornerstone Strategic Value Fund
CLM

66 hedge funds and large institutions have $68.6M invested in Cornerstone Strategic Value Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more funds holding

Funds holding: 56 → 66 (+10)

17% more capital invested

Capital invested by funds: $58.7M → $68.6M (+$9.9M)

1.58% less ownership

Funds ownership: 5.76% → 4.18% (-1.6%)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$5.61M
2
Barclays
Barclays
United Kingdom
+$3.51M
3
CA
Cetera Advisors
Colorado
+$1.46M
4
CF
Centaurus Financial
California
+$1.4M
5
LPL Financial
LPL Financial
California
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.18M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.77M
3
BRWA
B. Riley Wealth Advisors
Florida
-$930K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$638K
5
Truist Financial
Truist Financial
North Carolina
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
SIS
52
Sound Income Strategies
Florida
$19K – – –
Wells Fargo
53
Wells Fargo
California
$18K -$3.46K -250 -16%
SWM
54
Spire Wealth Management
Virginia
$13K +$9.13K +660 +260%
RA
55
Rise Advisors
New York
$6K +$318 +23 +6%
IA
56
IFP Advisors
Florida
$6K +$5.92K +428 New
PA
57
Parallel Advisors
California
$1K – – –
PK
58
Pflug Koory
Nebraska
$1K – – –
Citigroup
59
Citigroup
New York
$1K +$982 +71 New
GRP
60
Global Retirement Partners
California
$1K +$1.11K +80 New
FWM
61
Focused Wealth Management
New York
$1K +$1.41K +102 New
BRWA
62
B. Riley Wealth Advisors
Florida
– -$930K -66,110 Closed
Truist Financial
63
Truist Financial
North Carolina
– -$306K -21,742 Closed
NEWAS
64
N.E.W. Advisory Services
Wisconsin
– -$185K -13,153 Closed
IIC
65
Ironwood Investment Counsel
Arizona
– -$161K -11,481 Closed
WWMSC
66
Wagner Wealth Management (South Carolina)
South Carolina
– -$57K -4,071 Closed
VRM
67
Vectors Research Management
New York
– -$11K -813 Closed
CWA
68
Clearview Wealth Advisors
Oregon
– -$3K -194 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$14 -1 -50%
AF
70
Advisornet Financial
Minnesota
– +$332 +24 New
T
71
TCWP
Ohio
– +$650 +47 New
1 2
3

CLM Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q1 2022, worth a combined $68.6M — up 17% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CLM positions and 7 closed out — a net gain of 11 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.61M. The largest seller was Sit Investment Associates, cutting an estimated $8.18M.

  • 66 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $68.6M of Cornerstone Strategic Value Fund stock for Q1 2022, up 17% quarter-over-quarter.
  • 18 funds opened new Cornerstone Strategic Value Fund positions in Q1 2022 and 7 closed out, a net change of +11 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q1 2022 was Osaic Holdings, an estimated $5.61M added.
  • The largest Cornerstone Strategic Value Fund seller in Q1 2022 was Sit Investment Associates, an estimated $8.18M sold.

Based on aggregated 13F filings for Q1 2022.