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Cornerstone Strategic Value Fund

109 hedge funds and large institutions have $260M invested in Cornerstone Strategic Value Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+17
Holders Change %
+18.48%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
27
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
76
Outlook Wealth Advisors
Texas
$77.5K
HIA
77
Harbor Investment Advisory
Maryland
$75.4K
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$71.9K
TWM
79
Tradition Wealth Management
Minnesota
$65K
NA
80
NewEdge Advisors
Louisiana
$50.5K -$11.6K -1,635 -19%
GWSG
81
GPS Wealth Strategies Group
Colorado
$49K
RG
82
Retirement Group
California
$34.3K
LFG
83
Larson Financial Group
Missouri
$29.5K -$1.97K -279 -6%
ASN
84
Advisory Services Network
Georgia
$23.1K +$23.1K +3,258 New
CAS
85
Coppell Advisory Solutions
Texas
$21.4K +$21.4K +3,020 New
CFGS
86
Concourse Financial Group Securities
Alabama
$18K
PCMC
87
Planning Capital Management Corporation
Pennsylvania
$17K +$17K +2,398 New
HCM
88
Highlander Capital Management
New Jersey
$16.2K +$7.19K +1,016 +80%
GGI
89
Godsey & Gibb Inc
Virginia
$13.5K -$2.77K -391 -17%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$10.8K
GWMIA
91
Global Wealth Management Investment Advisory
Florida
$10.6K
SIS
92
Sound Income Strategies
Florida
$9.53K
BFPW
93
BOK Financial Private Wealth
Colorado
$8.99K
BF
94
BOK Financial
Oklahoma
$7.23K
FWM
95
Focused Wealth Management
New York
$5.28K +$42 +6 +0.8%
PS
96
Principal Securities
Iowa
$5.03K +$5.03K +711 New
US Bancorp
97
US Bancorp
Minnesota
$4.7K
BWM
98
Baystate Wealth Management
Massachusetts
$3.66K +$3.66K +517 New
Wells Fargo
99
Wells Fargo
California
$3.63K +$21 +3 +0.6%
ATC
100
Adirondack Trust Company
New York
$2.76K +$50 +7 +2%