CLM icon

Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

125 hedge funds and large institutions have $265M invested in Cornerstone Strategic Value Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
30
Increased
41
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
$108M
2
LPL Financial
LPL Financial
California
$11.2M
3
SC
Sculptor Capital
New York
$1.56M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.5M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.02M

Top Sellers

1
KIM
Karpus Investment Management
New York
$4.22M
2
AIA
Absolute Investment Advisers
Florida
$0
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.48M
4
RCM
Rivernorth Capital Management
Florida
$0
5
QL
Quarry LP
New York
$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
51
Yakira Capital Management
Connecticut
$294K -$3.21M -379,117 -92%
HF
52
HRT Financial
New York
$291K +$291K +34,434 New
NA
53
NewEdge Advisors
Louisiana
$273K +$104K +12,253 +61%
CPIG
54
Chicago Partners Investment Group
Illinois
$271K -$318 -37 -0.1%
DWM
55
Dakota Wealth Management
Florida
$251K -$512K -60,564 -67%
MOS
56
MGO One Seven
Ohio
$249K +$249K +29,426 New
KAS
57
Kestra Advisory Services
Texas
$244K +$244K +28,874 New
VF
58
Virtu Financial
New York
$232K -$73.8K -8,746 -24%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$221K +$221K +26,113 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$217K +$103K +12,133 +90%
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$212K -$558 -66 -0.3%
WS
62
Wedbush Securities
California
$209K +$28.3K +3,353 +16%
RWA
63
Redhawk Wealth Advisors
Minnesota
$191K – – –
EFA
64
Evernest Financial Advisors
Indiana
$190K -$104K -12,343 -35%
CST
65
Charles Schwab Trust
Nevada
$185K – – –
SFA
66
Sequoia Financial Advisors
Ohio
$184K – – –
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$182K – – –
HAG
68
HF Advisory Group
Maryland
$181K +$5.17K +612 +3%
SIA
69
Soltis Investment Advisors
Utah
$178K +$63.8K +7,549 +56%
AWM
70
AE Wealth Management
Kansas
$173K +$173K +20,467 New
SA
71
Sanctuary Advisors
Indiana
$168K +$359 +41 +0.2%
AA
72
Armis Advisers
Georgia
$167K +$167K +19,736 New
MCM
73
MAI Capital Management
Ohio
$151K +$151K +17,834 New
KPWS
74
Kestra Private Wealth Services
Texas
$143K +$7.27K +860 +5%
BW
75
BIP Wealth
Georgia
$137K +$137K +16,256 New
1 2
3
4 5