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Cornerstone Strategic Value Fund
CLM

85 hedge funds and large institutions have $368M invested in Cornerstone Strategic Value Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more capital invested

Capital invested by funds: $68.6M → $368M (+$299M)

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

31.99% more ownership

Funds ownership: 4.18% → 36.17% (+32%)

29% more funds holding

Funds holding: 66 → 85 (+19)

Holders
85
Holders Change
+19
Holders Change %
+28.79%
% of All Funds
1.43%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
31
Increased
36
Reduced
10
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$189M
2
Bank of America
Bank of America
North Carolina
+$46.7M
3
RCM
Rivernorth Capital Management
Florida
+$42.6M
4
UFM
Ursa Fund Management
California
+$30.6M
5
YCM
Yakira Capital Management
Connecticut
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$2.33M
2
MSFP
Mark Sheptoff Financial Planning
Connecticut
-$442K
3
NA
NewEdge Advisors
Louisiana
-$259K
4
AWG
Altus Wealth Group
Colorado
-$222K
5
RJA
Raymond James & Associates
Florida
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$141K -$15.9K -1,483 -8%
RJT
52
Raymond James Trust
Florida
$139K – – –
PTC
53
Private Trust Company
Ohio
$129K +$164K +15,327 New
AAS
54
Avantax Advisory Services
Texas
$128K +$162K +15,115 New
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$117K +$149K +13,893 New
CPIG
56
Chicago Partners Investment Group
Illinois
$115K +$126K +11,811 New
LWM
57
Laidlaw Wealth Management
New York
$113K +$14.5K +1,358 +11%
CFAM
58
Center For Asset Management
Florida
$108K +$137K +12,760 New
LWA
59
Lineweaver Wealth Advisors
Ohio
$100K +$127K +11,849 New
MML Investors Services
60
MML Investors Services
Massachusetts
$92K +$117K +10,912 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$91K +$115K +10,719 New
HIA
62
Harbor Investment Advisory
Maryland
$90K +$33K +3,079 +41%
OWA
63
Outlook Wealth Advisors
Texas
$88K +$111K +10,409 New
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$86K +$109K +10,160 New
TWM
65
Tradition Wealth Management
Minnesota
$75K +$37K +3,454 +64%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$55K -$42.8K -3,999 -38%
GWM
67
Geneos Wealth Management
Colorado
$54K +$4.09K +382 +6%
LFG
68
Larson Financial Group
Missouri
$27K +$5.44K +508 +19%
APA
69
American Portfolios Advisors
New York
$22.3K +$1.23K +115 +5%
GWMIA
70
Global Wealth Management Investment Advisory
Florida
$13K – – –
SIS
71
Sound Income Strategies
Florida
$11K – – –
SWM
72
Spire Wealth Management
Virginia
$6K -$2.72K -254 -28%
IA
73
IFP Advisors
Florida
$6K – – –
US Bancorp
74
US Bancorp
Minnesota
$5K +$5.87K +548 +27,400%
RA
75
Rise Advisors
New York
$4K +$289 +27 +6%
1 2
3
4

CLM Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2022, worth a combined $368M — up 437% from $68.6M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CLM positions and 12 closed out — a net gain of 19 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $189M. The largest seller was Barclays, exiting entirely with an estimated $2.33M sold.

  • 85 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $368M of Cornerstone Strategic Value Fund stock for Q2 2022, up 437% quarter-over-quarter.
  • 31 funds opened new Cornerstone Strategic Value Fund positions in Q2 2022 and 12 closed out, a net change of +19 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q2 2022 was Sit Investment Associates, an estimated $189M added.
  • The largest Cornerstone Strategic Value Fund seller in Q2 2022 was Barclays, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2022.