CLM icon

Cornerstone Strategic Value Fund

92 hedge funds and large institutions have $254M invested in Cornerstone Strategic Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
39
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
51
Millennium Management
New York
$140K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$139K -$21.5K -2,709 -13%
PTC
53
Private Trust Company
Ohio
$128K
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$125K +$1.4K +177 +1%
Stifel Financial
55
Stifel Financial
Missouri
$123K +$31.6K +3,990 +34%
TSS
56
Two Sigma Securities
New York
$119K +$119K +15,049 New
AAS
57
Avantax Advisory Services
Texas
$118K +$293 +37 +0.2%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$110K
BRWA
59
B. Riley Wealth Advisors
Florida
$106K +$7.23K +912 +7%
NS
60
NBC Securities
Alabama
$105K +$105K +13,330 New
WS
61
Wedbush Securities
California
$92K +$568 +72 +0.6%
AWM
62
AE Wealth Management
Kansas
$89.2K +$89.2K +11,252 New
OWA
63
Outlook Wealth Advisors
Texas
$86.8K +$86.8K +10,953 New
HIA
64
Harbor Investment Advisory
Maryland
$84.4K
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$80.5K
TWM
66
Tradition Wealth Management
Minnesota
$73K
NA
67
NewEdge Advisors
Louisiana
$69.5K -$7.16K -903 -9%
GWSG
68
GPS Wealth Strategies Group
Colorado
$54.8K
RG
69
Retirement Group
California
$38.4K +$38.4K +4,843 New
LFG
70
Larson Financial Group
Missouri
$35.2K +$2.21K +279 +7%
CFGS
71
Concourse Financial Group Securities
Alabama
$20.1K
Bank of America
72
Bank of America
North Carolina
$18.9K -$5.02K -633 -21%
GGI
73
Godsey & Gibb Inc
Virginia
$18.2K +$10.1K +1,278 +126%
AA
74
AlphaMark Advisors
Kentucky
$18K +$8.05K +1,018 +81%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$12K +$12K +1,524 New