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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

109 hedge funds and large institutions have $261M invested in Cornerstone Strategic Value Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
46
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$17.4M
2
KIM
Karpus Investment Management
New York
$14.6M
3
AIA
Absolute Investment Advisers
Florida
$9.17M
4
LSC
Logan Stone Capital
Illinois
$5.29M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.1M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$41.5M
2
CCP
Clough Capital Partners
Massachusetts
$0
3
SC
Sculptor Capital
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
51
Nomura Holdings
Japan
$240K -$253K -34,229 -51%
UBS Group
52
UBS Group
Switzerland
$236K -$145K -19,650 -38%
VFPW
53
Vantage Financial Partners (Wisconsin)
Wisconsin
$225K -$7.4K -1,000 -3%
Stifel Financial
54
Stifel Financial
Missouri
$197K +$6.57K +888 +3%
LCM
55
Landscape Capital Management
New Jersey
$194K -$324K -43,728 -63%
CPIG
56
Chicago Partners Investment Group
Illinois
$189K -$3.97K -554 -2%
Creative Planning
57
Creative Planning
Kansas
$184K -$171K -23,148 -48%
CFAM
58
Center For Asset Management
Florida
$177K – – –
NA
59
NewEdge Advisors
Louisiana
$166K +$113K +15,224 +213%
CST
60
Charles Schwab Trust
Nevada
$162K – – –
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$158K – – –
GC
62
Grimes & Company
Massachusetts
$154K +$9.1K +1,229 +6%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$146K +$6.83K +923 +5%
HAG
64
HF Advisory Group
Maryland
$144K +$6.35K +858 +5%
CL
65
CSS LLC
Illinois
$142K – – –
KAS
66
Kestra Advisory Services
Texas
$134K +$4K +540 +3%
RWA
67
Redhawk Wealth Advisors
Minnesota
$133K +$133K +17,946 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$131K +$20.6K +2,780 +19%
Ameriprise
69
Ameriprise
Minnesota
$120K +$120K +16,171 New
Jane Street
70
Jane Street
New York
$115K +$5.48K +741 +5%
PPW
71
Pasadena Private Wealth
California
$114K -$166K -22,444 -59%
BRWA
72
B. Riley Wealth Advisors
Florida
$106K -$6.93K -875 -6%
AAS
73
Avantax Advisory Services
Texas
$105K – – –
WS
74
Wedbush Securities
California
$105K +$18.9K +2,540 +22%
SBIA
75
Sheaff Brock Investment Advisors
Indiana
$104K -$12.7K -1,718 -11%
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