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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

90 hedge funds and large institutions have $341M invested in Cornerstone Strategic Value Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
18
Increased
35
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGC
Hunting Hill Global Capital
New York
$30.1M
2
AGM
Alpine Global Management
New York
$35.5M
3
BFM
Boothbay Fund Management
New York
$35.4M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$8.1M
5
Bank of America
Bank of America
North Carolina
$26.4M

Top Sellers

1
UFM
Ursa Fund Management
California
$1.62M
2
SIA
Sit Investment Associates
Minnesota
$139M
3
Millennium Management
Millennium Management
New York
$395K
4
Mariner
Mariner
Kansas
$74K
5
YCM
Yakira Capital Management
Connecticut
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$181K +$31.1K +3,753 +21%
UBS Group
52
UBS Group
Switzerland
$174K +$33K +4,548 +23%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$172K +$9.56K +1,318 +6%
GC
54
Grimes & Company
Massachusetts
$168K +$11.3K +1,561 +7%
PPW
55
Pasadena Private Wealth
California
$145K +$11.3K +1,554 +8%
BRWA
56
B. Riley Wealth Advisors
Florida
$121K +$121K +16,336 New
FWP
57
Firethorn Wealth Partners
Georgia
$117K +$8.79K +1,211 +8%
PTC
58
Private Trust Company
Ohio
$117K – – –
HAG
59
HF Advisory Group
Maryland
$116K +$116K +15,935 New
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$113K -$16.2K -2,235 -13%
CFAM
61
Center For Asset Management
Florida
$111K +$18.4K +2,540 +20%
AAS
62
Avantax Advisory Services
Texas
$107K -$2.7K -372 -2%
CA
63
CoreCap Advisors
Michigan
$104K -$31.7K -4,371 -23%
LWM
64
Laidlaw Wealth Management
New York
$104K +$6.99K +964 +7%
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$101K – – –
MML Investors Services
66
MML Investors Services
Massachusetts
$79K +$4.56K +633 +6%
HIA
67
Harbor Investment Advisory
Maryland
$77.2K – – –
Mariner
68
Mariner
Kansas
$74K -$1.43M -197,327 -95%
MFGM
69
Marshall Financial Group (Maryland)
Maryland
$73.7K – – –
TWM
70
Tradition Wealth Management
Minnesota
$67K -$587 -81 -0.9%
LFG
71
Larson Financial Group
Missouri
$22.8K – – –
ASN
72
Advisory Services Network
Georgia
$22.1K +$22.1K +3,048 New
GI
73
Gradient Investments
Minnesota
$19.9K +$19.9K +2,743 New
CFGS
74
Concourse Financial Group Securities
Alabama
$18.4K – – –
AWM
75
Accurate Wealth Management
Florida
$15.9K +$15.9K +2,032 New
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