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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

114 hedge funds and large institutions have $213M invested in Cornerstone Strategic Value Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
14
Increased
45
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
Doliver Advisors
Texas
$2.21M
2
LPL Financial
LPL Financial
California
$7.31M
3
BEI
Benjamin Edwards Inc
Missouri
$1.37M
4
Osaic Holdings
Osaic Holdings
Arizona
$17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.24M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
RCM
Rivernorth Capital Management
Florida
$4.59M
3
SOA
Sea Otter Advisors
Florida
$0
4
SFC
Strategic Financial Concepts
Texas
$557K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
51
Nomura Holdings
Japan
$269K -$125K -16,520 -32%
EFA
52
Evernest Financial Advisors
Indiana
$263K +$155K +20,490 +143%
Millennium Management
53
Millennium Management
New York
$263K -$175K -23,171 -40%
CPIG
54
Chicago Partners Investment Group
Illinois
$247K +$40.3K +5,145 +20%
CA
55
CoreCap Advisors
Michigan
$225K +$12.2K +1,611 +6%
Stifel Financial
56
Stifel Financial
Missouri
$216K +$4.98K +659 +2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$207K +$207K +27,454 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$201K +$44.4K +5,880 +28%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$200K -$456K -60,427 -70%
VFPW
60
Vantage Financial Partners (Wisconsin)
Wisconsin
$190K -$41.5K -5,485 -18%
RWA
61
Redhawk Wealth Advisors
Minnesota
$170K – – –
SA
62
Sanctuary Advisors
Indiana
$165K +$165K +19,111 New
CST
63
Charles Schwab Trust
Nevada
$165K – – –
SFA
64
Sequoia Financial Advisors
Ohio
$164K +$164K +21,742 New
WS
65
Wedbush Securities
California
$162K +$1.16K +153 +0.7%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$161K – – –
HAG
67
HF Advisory Group
Maryland
$157K +$4.94K +653 +3%
UBS Group
68
UBS Group
Switzerland
$153K +$4.99K +660 +3%
NA
69
NewEdge Advisors
Louisiana
$151K -$19.7K -2,600 -12%
CL
70
CSS LLC
Illinois
$145K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$143K – – –
Ameriprise
72
Ameriprise
Minnesota
$122K – – –
KPWS
73
Kestra Private Wealth Services
Texas
$121K +$8.75K +1,158 +8%
PSFG
74
Prairie Sky Financial Group
Illinois
$120K +$120K +15,855 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$117K -$724K -95,555 -86%
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