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Cornerstone Strategic Value Fund
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Overview Fund Activity

114 hedge funds and large institutions have $213M invested in Cornerstone Strategic Value Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
14
Increased
45
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
Doliver Advisors
Texas
$2.21M
2
LPL Financial
LPL Financial
California
$7.31M
3
BEI
Benjamin Edwards Inc
Missouri
$1.37M
4
Osaic Holdings
Osaic Holdings
Arizona
$17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.24M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
RCM
Rivernorth Capital Management
Florida
$4.59M
3
SOA
Sea Otter Advisors
Florida
$0
4
SFC
Strategic Financial Concepts
Texas
$557K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
101
Godsey & Gibb Inc
Virginia
$7.68K – – –
PS
102
Principal Securities
Iowa
$5.38K – – –
AF
103
Allworth Financial
California
$4.82K +$76 +10 +2%
BFPW
104
BOK Financial Private Wealth
Colorado
$3.84K – – –
IAIM
105
International Assets Investment Management
Florida
$3.55K +$3.55K +27,700 New
ATC
106
Adirondack Trust Company
New York
$2.92K – – –
GRP
107
Global Retirement Partners
California
$1.54K – – –
PA
108
Parallel Advisors
California
$422 – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$346 +$338 +45 +4,500%
HI
110
Harbour Investments
Wisconsin
$292 – – –
Wells Fargo
111
Wells Fargo
California
$225 +$202 +26 +867%
TAM
112
Tucker Asset Management
Colorado
$87 – – –
US Bancorp
113
US Bancorp
Minnesota
$38 – – –
SIA
114
Sit Investment Associates
Minnesota
– -$26.9M -3,549,468 Closed
SOA
115
Sea Otter Advisors
Florida
– -$3.85M -508,000 Closed
CWA
116
Capital Wealth Alliance
Arizona
– -$439K -57,899 Closed
BWS
117
BCR Wealth Strategies
Alabama
– -$402K -53,146 Closed
CFAM
118
Center For Asset Management
Florida
– -$182K -23,966 Closed
KAS
119
Kestra Advisory Services
Texas
– -$118K -15,539 Closed
BRWA
120
B. Riley Wealth Advisors
Florida
– -$113K -14,911 Closed
NEWAS
121
N.E.W. Advisory Services
Wisconsin
– -$105K -13,893 Closed
LCM
122
Landscape Capital Management
New Jersey
– -$103K -13,615 Closed
HighTower Advisors
123
HighTower Advisors
Illinois
– -$91K -12,018 Closed
OWA
124
Outlook Wealth Advisors
Texas
– -$117K -10,953 Closed
VAMG
125
Voisard Asset Management Group
Michigan
– -$71.9K -9,483 Closed
2 3 4
5
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