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Cornerstone Strategic Value Fund
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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 %
CC
101
Cypress Capital
Tennessee
$5.85K +$5.85K +772 New
PS
102
Principal Securities
Iowa
$5.39K – – –
AF
103
Allworth Financial
California
$4.76K -$2.92K -384 -38%
BFPW
104
BOK Financial Private Wealth
Colorado
$3.85K +$3.85K +508 New
ATC
105
Adirondack Trust Company
New York
$2.93K – – –
AFWM
106
Abich Financial Wealth Management
Virginia
$1.79K +$1.79K +237 New
GRP
107
Global Retirement Partners
California
$1.54K – – –
PCMC
108
Planning Capital Management Corporation
Pennsylvania
$996 -$18.4K -2,418 -95%
PA
109
Parallel Advisors
California
$424 – – –
HI
110
Harbour Investments
Wisconsin
$293 – – –
TAM
111
Tucker Asset Management
Colorado
$84 +$8 +1 +10%
US Bancorp
112
US Bancorp
Minnesota
$39 – – –
Wells Fargo
113
Wells Fargo
California
$20 +$7 +1 +50%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$8 – – –
LSC
115
Logan Stone Capital
Illinois
– -$5.29M -714,372 Closed
SWP
116
Significant Wealth Partners
Illinois
– -$3.57M -482,937 Closed
WAM
117
Wolverine Asset Management
Illinois
– -$1.18M -160,028 Closed
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
– -$832K -112,474 Closed
XT
119
XTX Topco
Cayman Islands
– -$271K -36,556 Closed
AAS
120
Avantax Advisory Services
Texas
– -$105K -14,207 Closed
PMFA
121
Plante Moran Financial Advisors
Michigan
– -$66K -8,923 Closed
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