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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Cornerstone Strategic Value Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
50
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
TrueMark Investments
Illinois
$4.5M
2
BFM
Boothbay Fund Management
New York
$45.4M
3
AGM
Alpine Global Management
New York
$45.5M
4
SOA
Sea Otter Advisors
Florida
$3.85M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.52M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$26.9M
2
CF
Centaurus Financial
California
$2.88M
3
LSC
Logan Stone Capital
Illinois
$0
4
SWP
Significant Wealth Partners
Illinois
$0
5
RCM
Rivernorth Capital Management
Florida
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$211K +$9.82K +1,295 +5%
CPIG
52
Chicago Partners Investment Group
Illinois
$199K -$611 -81 -0.3%
CFAM
53
Center For Asset Management
Florida
$182K – – –
NA
54
NewEdge Advisors
Louisiana
$171K +$1.68K +222 +1%
RWA
55
Redhawk Wealth Advisors
Minnesota
$171K +$34.9K +4,609 +26%
CST
56
Charles Schwab Trust
Nevada
$166K – – –
GC
57
Grimes & Company
Massachusetts
$165K +$6.89K +909 +4%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$162K – – –
WS
59
Wedbush Securities
California
$161K +$53.9K +7,112 +50%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$157K +$22.3K +2,939 +17%
HAG
61
HF Advisory Group
Maryland
$153K +$4.81K +634 +3%
UBS Group
62
UBS Group
Switzerland
$148K -$93.2K -12,296 -39%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$148K -$1.13K -150 -0.8%
CL
64
CSS LLC
Illinois
$145K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$143K +$143K +18,876 New
Bank of America
66
Bank of America
North Carolina
$125K -$138K -18,254 -53%
CL
67
Choreo LLC
Illinois
$125K +$125K +16,435 New
Ameriprise
68
Ameriprise
Minnesota
$123K – – –
KAS
69
Kestra Advisory Services
Texas
$118K -$19.5K -2,572 -14%
OWA
70
Outlook Wealth Advisors
Texas
$117K – – –
PPW
71
Pasadena Private Wealth
California
$117K – – –
NS
72
NBC Securities
Alabama
$114K +$33K +4,369 +41%
BRWA
73
B. Riley Wealth Advisors
Florida
$113K +$11.6K +1,526 +11%
KPWS
74
Kestra Private Wealth Services
Texas
$113K +$113K +14,861 New
FWP
75
Firethorn Wealth Partners
Georgia
$111K +$4.65K +613 +4%
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