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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

119 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
41
Reduced
36
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.1M
2
YCM
Yakira Capital Management
Connecticut
$4.92M
3
SWP
Stratos Wealth Partners
Ohio
$2.72M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
5
US Bancorp
US Bancorp
Minnesota
$1.91M

Top Sellers

1
AGM
Alpine Global Management
New York
$46.6M
2
TI
TrueMark Investments
Illinois
$0
3
KIM
Karpus Investment Management
New York
$0
4
SC
Sculptor Capital
New York
$0
5
LPL Financial
LPL Financial
California
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$31.6K – – –
BT
102
Banque Transatlantique
France
$27.9K +$27.9K +4,135 New
FFA
103
Farther Finance Advisors
California
$23K +$23K +3,138 New
AT
104
Avalon Trust
New Mexico
$14.9K +$14.9K +2,032 New
SS
105
Sunbelt Securities
Texas
$9.22K +$446 +61 +5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$8.92K -$78K -10,668 -90%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$8.8K +$8.72K +1,192 +11,920%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$8K -$3.16K -452 -28%
GGI
109
Godsey & Gibb Inc
Virginia
$7.43K – – –
PS
110
Principal Securities
Iowa
$6.01K – – –
SIC
111
Salem Investment Counselors
North Carolina
$5.2K +$5.2K +711 New
AF
112
Allworth Financial
California
$4.34K -$110 -16 -2%
ATC
113
Adirondack Trust Company
New York
$2.82K – – –
TWC
114
TD Waterhouse Canada
Ontario, Canada
$1.11K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$327 -$7 -1 -2%
HI
116
Harbour Investments
Wisconsin
$282 – – –
Wells Fargo
117
Wells Fargo
California
$31 +$16 +2 +100%
TI
118
TrueMark Investments
Illinois
– -$5.56M -657,775 Closed
KIM
119
Karpus Investment Management
New York
– -$4.22M -499,701 Closed
SC
120
Sculptor Capital
New York
– -$1.56M -184,478 Closed
KIM
121
Kane Investment Management
California
– -$332K -39,252 Closed
SWM
122
Shepherd Wealth Management
Ohio
– -$323K -38,168 Closed
IAA
123
Independent Advisor Alliance
North Carolina
– -$298K -35,252 Closed
HF
124
HRT Financial
New York
– -$291K -34,434 Closed
DWM
125
Dakota Wealth Management
Florida
– -$251K -29,660 Closed
2 3 4
5
6