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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

78 hedge funds and large institutions have $353M invested in Cornerstone Strategic Value Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
9
Increased
34
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFM
Boothbay Fund Management
New York
$32.1M
2
AGM
Alpine Global Management
New York
$31.3M
3
SIA
Sit Investment Associates
Minnesota
$167M
4
CF
Centaurus Financial
California
$19.2M
5
Mariner
Mariner
Kansas
$1.75M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
Bank of America
Bank of America
North Carolina
$26.7M
3
YCM
Yakira Capital Management
Connecticut
$4.26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
51
Laidlaw Wealth Management
New York
$113K -$440 -52 -0.4%
CFAM
52
Center For Asset Management
Florida
$108K – – –
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$90K – – –
HIA
54
Harbor Investment Advisory
Maryland
$90K – – –
NA
55
NewEdge Advisors
Louisiana
$89K +$89K +10,537 New
OWA
56
Outlook Wealth Advisors
Texas
$88K – – –
MML Investors Services
57
MML Investors Services
Massachusetts
$87K -$4.93K -585 -5%
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$86K – – –
TWM
59
Tradition Wealth Management
Minnesota
$79K +$4.13K +488 +6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
LFG
61
Larson Financial Group
Missouri
$27K – – –
APA
62
American Portfolios Advisors
New York
$23.4K +$1.13K +134 +5%
CFGS
63
Concourse Financial Group Securities
Alabama
$21K +$21K +2,540 New
Wells Fargo
64
Wells Fargo
California
$12K +$12K +1,448 +144,800%
SIS
65
Sound Income Strategies
Florida
$11K – – –
IA
66
IFP Advisors
Florida
$6K – – –
US Bancorp
67
US Bancorp
Minnesota
$6K +$1.04K +115 +21%
FWM
68
Focused Wealth Management
New York
$6K +$5.14K +609 +597%
WWM
69
Wagner Wealth Management
South Carolina
$4K – – –
RA
70
Rise Advisors
New York
$4K +$264 +32 +7%
ATC
71
Adirondack Trust Company
New York
$3K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$3K +$3K +343 New
RCM
73
Rivernorth Capital Management
Florida
– -$33.6M -3,983,441 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$8.15M -964,613 Closed
AC
75
Almitas Capital
California
– -$4.19M -495,662 Closed
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