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Cornerstone Strategic Value Fund

109 hedge funds and large institutions have $261M invested in Cornerstone Strategic Value Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
46
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
76
Firethorn Wealth Partners
Georgia
$104K +$6.13K +828 +6%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$103K
CA
78
CoreCap Advisors
Michigan
$100K +$100K +13,505 New
EFA
79
Evernest Financial Advisors
Indiana
$96.4K +$96.4K +13,659 New
IW
80
Imprint Wealth
South Carolina
$87K +$87K +11,704 New
HIA
81
Harbor Investment Advisory
Maryland
$84.3K +$5.44K +735 +7%
OWA
82
Outlook Wealth Advisors
Texas
$81.1K
NS
83
NBC Securities
Alabama
$79K -$19.2K -2,611 -20%
MFGM
84
Marshall Financial Group (Maryland)
Maryland
$75.2K
TWM
85
Tradition Wealth Management
Minnesota
$75.2K +$6.77K +914 +10%
PMFA
86
Plante Moran Financial Advisors
Michigan
$66K +$66K +8,923 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$51.2K
RG
88
Retirement Group
California
$35.8K
LFG
89
Larson Financial Group
Missouri
$32.2K +$1.38K +187 +4%
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$22.9K +$22.9K +3,089 New
PCMC
91
Planning Capital Management Corporation
Pennsylvania
$18.9K +$1.12K +151 +6%
CFGS
92
Concourse Financial Group Securities
Alabama
$18.8K
HCM
93
Highlander Capital Management
New Jersey
$16.9K
GGI
94
Godsey & Gibb Inc
Virginia
$14.1K
SIS
95
Sound Income Strategies
Florida
$9.96K
SS
96
Sunbelt Securities
Texas
$7.74K -$115K -15,512 -94%
BF
97
BOK Financial
Oklahoma
$7.59K
AF
98
Allworth Financial
California
$7.48K +$7.48K +1,011 New
TRCT
99
Tower Research Capital (TRC)
New York
$6.48K +$4.33K +585 +201%
PS
100
Principal Securities
Iowa
$5.26K