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Cornerstone Strategic Value Fund
CLM

128 hedge funds and large institutions have $266M invested in Cornerstone Strategic Value Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $214M → $266M (+$52.3M)

10% more funds holding

Funds holding: 116 → 128 (+12)

1.35% more ownership

Funds ownership: 12.06% → 13.4% (+1.3%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
42
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
+$56.1M
2
LPL Financial
LPL Financial
California
+$2.97M
3
SC
Sculptor Capital
New York
+$1.52M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.45M
5
HighTower Advisors
HighTower Advisors
Illinois
+$998K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$12.1M
2
AIA
Absolute Investment Advisers
Florida
-$9.73M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.9M
4
RCM
Rivernorth Capital Management
Florida
-$4.59M
5
QL
Quarry LP
New York
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
51
Independent Advisor Alliance
North Carolina
$298K +$291K +35,252 New
YCM
52
Yakira Capital Management
Connecticut
$294K -$3.13M -379,117 -92%
HF
53
HRT Financial
New York
$291K +$284K +34,434 New
NA
54
NewEdge Advisors
Louisiana
$273K +$101K +12,253 +61%
CPIG
55
Chicago Partners Investment Group
Illinois
$271K -$305 -37 -0.1%
DWM
56
Dakota Wealth Management
Florida
$251K -$500K -60,564 -67%
MOS
57
MGO One Seven
Ohio
$249K +$243K +29,426 New
KAS
58
Kestra Advisory Services
Texas
$244K +$238K +28,874 New
VF
59
Virtu Financial
New York
$232K -$72.2K -8,746 -24%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$221K +$216K +26,113 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$217K +$100K +12,133 +90%
VFPW
62
Vantage Financial Partners (Wisconsin)
Wisconsin
$212K -$545 -66 -0.3%
WS
63
Wedbush Securities
California
$209K +$27.7K +3,353 +16%
RWA
64
Redhawk Wealth Advisors
Minnesota
$191K – – –
EFA
65
Evernest Financial Advisors
Indiana
$190K -$102K -12,343 -35%
CST
66
Charles Schwab Trust
Nevada
$185K – – –
SFA
67
Sequoia Financial Advisors
Ohio
$184K – – –
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$182K – – –
HAG
69
HF Advisory Group
Maryland
$181K +$5.05K +612 +3%
SIA
70
Soltis Investment Advisors
Utah
$178K +$62.3K +7,549 +56%
AWM
71
AE Wealth Management
Kansas
$173K +$169K +20,467 New
SA
72
Sanctuary Advisors
Indiana
$168K +$338 +41 +0.2%
AA
73
Armis Advisers
Georgia
$167K +$163K +19,736 New
MCM
74
MAI Capital Management
Ohio
$151K +$147K +17,834 New
KPWS
75
Kestra Private Wealth Services
Texas
$143K +$7.1K +860 +5%
1 2
3
4 5

CLM Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2024, worth a combined $266M — up 24% from $214M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CLM positions and 16 closed out — a net gain of 15 holders — while 42 added to existing stakes and 33 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $56.1M. The largest seller was Karpus Investment Management, cutting an estimated $12.1M.

  • 128 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $266M of Cornerstone Strategic Value Fund stock for Q4 2024, up 24% quarter-over-quarter.
  • 31 funds opened new Cornerstone Strategic Value Fund positions in Q4 2024 and 16 closed out, a net change of +15 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2024 was Alpine Global Management, an estimated $56.1M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2024 was Karpus Investment Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.