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Cornerstone Strategic Value Fund
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Overview Fund Activity

89 hedge funds and large institutions have $283M invested in Cornerstone Strategic Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
39
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIA
Perennial Investment Advisors
California
$2.75M
2
UFM
Ursa Fund Management
California
$3.51M
3
CF
Centaurus Financial
California
$19.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.3M
5
BFM
Boothbay Fund Management
New York
$38.1M

Top Sellers

1
HHGC
Hunting Hill Global Capital
New York
$0
2
Bank of America
Bank of America
North Carolina
$4.16M
3
SIA
Sit Investment Associates
Minnesota
$135M
4
Goldman Sachs
Goldman Sachs
New York
$252K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
51
HF Advisory Group
Maryland
$128K +$5.53K +721 +5%
LWM
52
Laidlaw Wealth Management
New York
$126K +$16.6K +2,163 +15%
PTC
53
Private Trust Company
Ohio
$124K – – –
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$120K – – –
AAS
55
Avantax Advisory Services
Texas
$114K +$307 +40 +0.3%
Jane Street
56
Jane Street
New York
$110K -$113K -14,750 -51%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$107K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$101K -$26.4K -3,385 -21%
Creative Planning
59
Creative Planning
Kansas
$92K -$148K -19,253 -62%
VFPW
60
Vantage Financial Partners (Wisconsin)
Wisconsin
$87.5K +$87.5K +11,410 New
NA
61
NewEdge Advisors
Louisiana
$84.6K +$1.79K +233 +2%
WS
62
Wedbush Securities
California
$84K +$84K +10,973 New
HIA
63
Harbor Investment Advisory
Maryland
$81.6K – – –
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$77.9K – – –
TWM
65
Tradition Wealth Management
Minnesota
$71K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$46.1K +$46.1K +6,019 New
Wells Fargo
67
Wells Fargo
California
$40.4K +$40.4K +5,264 +263,200%
AA
68
Addison Advisors
Vermont
$30.3K +$30.3K +3,951 New
ASN
69
Advisory Services Network
Georgia
$24.3K +$928 +121 +4%
LFG
70
Larson Financial Group
Missouri
$24.1K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$19.5K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$16.8K +$16.8K +2,192 New
BFPW
73
BOK Financial Private Wealth
Colorado
$15.6K +$15.6K +2,032 New
AA
74
AlphaMark Advisors
Kentucky
$11K +$11K +1,382 New
SIS
75
Sound Income Strategies
Florida
$10.3K – – –
1 2
3
4 5