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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Cornerstone Strategic Value Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
50
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
TrueMark Investments
Illinois
$4.5M
2
BFM
Boothbay Fund Management
New York
$45.4M
3
AGM
Alpine Global Management
New York
$45.5M
4
SOA
Sea Otter Advisors
Florida
$3.85M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.52M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$26.9M
2
CF
Centaurus Financial
California
$2.88M
3
LSC
Logan Stone Capital
Illinois
$0
4
SWP
Significant Wealth Partners
Illinois
$0
5
RCM
Rivernorth Capital Management
Florida
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
76
Evernest Financial Advisors
Indiana
$108K +$4.93K +650 +5%
SBIA
77
Sheaff Brock Investment Advisors
Indiana
$106K – – –
NEWAS
78
N.E.W. Advisory Services
Wisconsin
$105K – – –
TSS
79
Two Sigma Securities
New York
$104K +$104K +13,741 New
LCM
80
Landscape Capital Management
New Jersey
$103K -$95K -12,538 -48%
SIA
81
Soltis Investment Advisors
Utah
$102K +$102K +13,513 New
BWA
82
BlueChip Wealth Advisors
Georgia
$101K +$101K +13,297 New
HighTower Advisors
83
HighTower Advisors
Illinois
$91K +$91K +12,018 New
HIA
84
Harbor Investment Advisory
Maryland
$86.3K – – –
Jane Street
85
Jane Street
New York
$82.6K -$34.7K -4,578 -30%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$77K – – –
TWM
87
Tradition Wealth Management
Minnesota
$77K – – –
VAMG
88
Voisard Asset Management Group
Michigan
$71.9K +$71.9K +9,483 New
SFC
89
Strategic Financial Concepts
Texas
$66.5K +$59.1K +460,034 +800%
GWSG
90
GPS Wealth Strategies Group
Colorado
$52.4K – – –
SIS
91
Sound Income Strategies
Florida
$37.5K +$27.3K +3,596 +267%
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$35K +$11.8K +1,574 +51%
LFG
93
Larson Financial Group
Missouri
$34.4K +$1.44K +190 +4%
CFGS
94
Concourse Financial Group Securities
Alabama
$19.3K – – –
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$16.3K +$16.3K +2,134 New
FCAS
96
First Command Advisory Services
Texas
$9.7K +$9.7K +1,280 New
SS
97
Sunbelt Securities
Texas
$8.3K +$379 +50 +5%
BF
98
BOK Financial
Oklahoma
$8.13K +$394 +52 +5%
GGI
99
Godsey & Gibb Inc
Virginia
$7.7K -$6.72K -887 -47%
TRCT
100
Tower Research Capital (TRC)
New York
$7.46K +$826 +109 +12%
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