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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

125 hedge funds and large institutions have $265M invested in Cornerstone Strategic Value Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
30
Increased
41
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
$108M
2
LPL Financial
LPL Financial
California
$11.2M
3
SC
Sculptor Capital
New York
$1.56M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.5M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.02M

Top Sellers

1
KIM
Karpus Investment Management
New York
$4.22M
2
AIA
Absolute Investment Advisers
Florida
$0
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.48M
4
RCM
Rivernorth Capital Management
Florida
$0
5
QL
Quarry LP
New York
$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$137K +$17.2K +2,032 +14%
Ameriprise
77
Ameriprise
Minnesota
$137K – – –
FWP
78
Firethorn Wealth Partners
Georgia
$134K +$5K +591 +4%
PPW
79
Pasadena Private Wealth
California
$130K – – –
QL
80
Quarry LP
New York
$129K -$3.95M -467,304 -97%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$121K -$38.3K -4,533 -24%
SBIA
82
Sheaff Brock Investment Advisors
Indiana
$119K – – –
BWA
83
BlueChip Wealth Advisors
Georgia
$112K – – –
DC
84
Davenport & Co
Virginia
$110K +$110K +12,977 New
TC
85
TownSquare Capital
Utah
$104K +$11.3K +1,338 +12%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$101K -$204K -24,186 -67%
BWM
87
Buska Wealth Management
Wisconsin
$96.9K +$8.92K +1,055 +10%
SPIA
88
Steward Partners Investment Advisory
New York
$96.8K -$325K -38,467 -77%
Millennium Management
89
Millennium Management
New York
$96.3K -$198K -23,363 -67%
HIA
90
Harbor Investment Advisory
Maryland
$96.2K – – –
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$96.1K -$136K -16,088 -59%
SIMG
92
Sonora Investment Management Group
Arizona
$87K +$87K +10,295 New
MFWP
93
Mosaic Family Wealth Partners
Missouri
$86.8K +$86.8K +10,264 New
MFGM
94
Marshall Financial Group (Maryland)
Maryland
$85.9K – – –
KWM
95
Kingsview Wealth Management
Oregon
$85.9K +$85.9K +10,160 New
AssetMark Inc
96
AssetMark Inc
California
$60K +$60K +7,096 New
GWSG
97
GPS Wealth Strategies Group
Colorado
$58.5K – – –
ACM
98
Anfield Capital Management
California
$56.1K +$56.1K +6,632 New
LFG
99
Larson Financial Group
Missouri
$50.4K -$7.76K -918 -13%
PSFG
100
Park Square Financial Group
Georgia
$48.9K +$48.9K +5,786 New
2 3
4
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