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Cornerstone Strategic Value Fund
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Overview Fund Activity

92 hedge funds and large institutions have $302M invested in Cornerstone Strategic Value Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
33
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$16.3M
2
AGM
Alpine Global Management
New York
$45.2M
3
BFM
Boothbay Fund Management
New York
$45.1M
4
LPL Financial
LPL Financial
California
$5.03M
5
CF
Centaurus Financial
California
$21.9M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$138M
2
Bank of America
Bank of America
North Carolina
$24.9K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.44M
4
CAN
Cetera Advisor Networks
California
$871K
5
CCG
Capital CS Group
California
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$155K -$57.8K -7,008 -27%
CFAM
52
Center For Asset Management
Florida
$154K – – –
Millennium Management
53
Millennium Management
New York
$145K +$145K +17,632 New
HAG
54
HF Advisory Group
Maryland
$143K +$5.43K +658 +4%
KAS
55
Kestra Advisory Services
Texas
$142K +$142K +17,202 New
LWM
56
Laidlaw Wealth Management
New York
$139K +$3.3K +400 +2%
CCP
57
Clough Capital Partners
Massachusetts
$135K +$135K +16,358 New
QL
58
Quarry LP
New York
$135K +$135K +16,358 New
PTC
59
Private Trust Company
Ohio
$133K – – –
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$129K – – –
AAS
61
Avantax Advisory Services
Texas
$123K +$289 +35 +0.2%
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$115K – – –
BCA
63
Bay Colony Advisors
Massachusetts
$113K -$145K -17,529 -56%
BRWA
64
B. Riley Wealth Advisors
Florida
$104K -$4K -478 -4%
WS
65
Wedbush Securities
California
$96K +$5.05K +609 +6%
Stifel Financial
66
Stifel Financial
Missouri
$95.4K +$95.4K +11,569 New
HIA
67
Harbor Investment Advisory
Maryland
$87.8K – – –
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$83.8K – – –
NA
69
NewEdge Advisors
Louisiana
$79.8K -$11.2K -1,354 -12%
TWM
70
Tradition Wealth Management
Minnesota
$76K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$58.7K -$269K -32,670 -82%
GWSG
72
GPS Wealth Strategies Group
Colorado
$57.1K +$7.42K +900 +15%
LFG
73
Larson Financial Group
Missouri
$34.4K +$8.38K +1,016 +32%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$29.8K +$29.8K +3,608 New
Bank of America
75
Bank of America
North Carolina
$24.9K -$4.45M -539,090 -99%
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