CLM icon

Cornerstone Strategic Value Fund

109 hedge funds and large institutions have $260M invested in Cornerstone Strategic Value Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+17
Holders Change %
+18.48%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
27
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$189K -$63.5K -9,065 -25%
Stifel Financial
52
Stifel Financial
Missouri
$182K +$71.9K +10,159 +65%
CFAM
53
Center For Asset Management
Florida
$170K +$37.4K +5,284 +28%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$158K +$158K +22,393 New
CST
55
Charles Schwab Trust
Nevada
$155K
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$151K +$151K +21,348 New
GC
57
Grimes & Company
Massachusetts
$139K +$7.15K +1,011 +5%
CL
58
CSS LLC
Illinois
$136K -$367K -51,816 -73%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$134K +$134K +18,872 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$133K -$30.8K -4,355 -19%
HAG
61
HF Advisory Group
Maryland
$132K +$4.6K +650 +4%
Bank of America
62
Bank of America
North Carolina
$128K +$111K +15,721 +658%
KAS
63
Kestra Advisory Services
Texas
$124K +$124K +17,571 New
SS
64
Sunbelt Securities
Texas
$117K +$111K +15,616 +1,660%
PTC
65
Private Trust Company
Ohio
$114K
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$112K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$106K -$18.3K -2,588 -15%
Jane Street
68
Jane Street
New York
$104K +$104K +14,734 New
BRWA
69
B. Riley Wealth Advisors
Florida
$101K +$6.19K +875 +7%
AAS
70
Avantax Advisory Services
Texas
$101K -$5.04K -712 -5%
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$98.3K
NS
72
NBC Securities
Alabama
$94K
FWP
73
Firethorn Wealth Partners
Georgia
$93.4K -$74.3K -10,498 -44%
WS
74
Wedbush Securities
California
$82K -$510 -72 -0.6%
Mariner
75
Mariner
Kansas
$79.9K -$150K -21,156 -65%