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Cornerstone Strategic Value Fund

92 hedge funds and large institutions have $254M invested in Cornerstone Strategic Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
39
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$11.8K
SIS
77
Sound Income Strategies
Florida
$10.7K
BFPW
78
BOK Financial Private Wealth
Colorado
$10.1K +$10.1K +1,270 New
HCM
79
Highlander Capital Management
New Jersey
$10K +$10K +1,270 New
SS
80
Sunbelt Securities
Texas
$7.45K +$388 +49 +5%
BF
81
BOK Financial
Oklahoma
$6.81K +$6.81K +1,021 New
FWM
82
Focused Wealth Management
New York
$5.86K +$55 +7 +1%
US Bancorp
83
US Bancorp
Minnesota
$5.26K
Wells Fargo
84
Wells Fargo
California
$4.04K -$13.6K -1,712 -77%
ATC
85
Adirondack Trust Company
New York
$3K +$95 +12 +3%
TRCT
86
Tower Research Capital (TRC)
New York
$2.3K
TFGT
87
TS Financial Group (TSFG)
Illinois
$1K
PA
88
Parallel Advisors
California
$443
HI
89
Harbour Investments
Wisconsin
$306
AF
90
Advisornet Financial
Minnesota
$288 +$16 +2 +6%
TAM
91
Tucker Asset Management
Colorado
$81 -$2.39K -295 -97%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$16 +$8 +1 +100%
YCM
93
Yakira Capital Management
Connecticut
-$342K -41,451 Closed
Goldman Sachs
94
Goldman Sachs
New York
-$287K -34,843 Closed
XT
95
XTX Topco
Cayman Islands
-$249K -30,151 Closed
HF
96
HRT Financial
New York
-$243K -29,471 Closed
KAS
97
Kestra Advisory Services
Texas
-$142K -17,202 Closed
LWM
98
Laidlaw Wealth Management
New York
-$139K -16,873 Closed
QL
99
Quarry LP
New York
-$135K -16,358 Closed
CCP
100
Clough Capital Partners
Massachusetts
-$135K -16,358 Closed