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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 %
CAS
101
Coppell Advisory Solutions
Texas
$45.9K – – –
SIS
102
Sound Income Strategies
Florida
$41.8K – – –
IA
103
IFP Advisors
Florida
$36.5K +$36.5K +4,318 New
CFGS
104
Concourse Financial Group Securities
Alabama
$22.3K – – –
Jones Financial Companies
105
Jones Financial Companies
Missouri
$17.2K +$17.2K +2,032 New
S
106
SignatureFD
Georgia
$14.3K +$14.3K +1,693 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$13K -$113K -13,842 -90%
SS
108
Sunbelt Securities
Texas
$10.1K +$444 +53 +5%
BF
109
BOK Financial
Oklahoma
$8.8K – – –
GGI
110
Godsey & Gibb Inc
Virginia
$8.59K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$7.72K -$4.4K -520 -36%
PS
112
Principal Securities
Iowa
$6.01K – – –
AF
113
Allworth Financial
California
$5.61K +$87 +10 +2%
ATC
114
Adirondack Trust Company
New York
$3.26K – – –
GRP
115
Global Retirement Partners
California
$1.72K – – –
TWC
116
TD Waterhouse Canada
Ontario, Canada
$1.29K +$1.29K +152 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$387 – – –
HI
118
Harbour Investments
Wisconsin
$326 – – –
US Bancorp
119
US Bancorp
Minnesota
$301 +$259 +31 +620%
NS
120
NBC Securities
Alabama
$127 -$137K -15,074 -100%
TAM
121
Tucker Asset Management
Colorado
$102 +$9 +1 +9%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$86 +$86 +10 New
Wells Fargo
123
Wells Fargo
California
$20 -$270 -27 -93%
AIA
124
Absolute Investment Advisers
Florida
– -$9.73M -1,287,835 Closed
RCM
125
Rivernorth Capital Management
Florida
– -$4.59M -606,850 Closed
2 3 4
5
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