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Cornerstone Strategic Value Fund
12 hedge funds and large institutions have $1.62M invested in Cornerstone Strategic Value Fund in 2013 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
0.3% more ownership
Funds ownership: 0% → 0.3% (+0.3%)
Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Creative Planning
Overland Park,
Kansas
| $621K | +$614K | +21,590 | New |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $457K | +$452K | +15,879 | New |
|
|
FAAS
3
First Allied Advisory Services
San Diego,
California
| $131K | +$130K | +4,556 | New |
|
4
LPL Financial
San Diego,
California
| $131K | +$130K | +4,556 | New |
|
|
ICAS
5
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $107K | +$106K | +3,730 | New |
|
6
Jane Street
New York
| $74K | +$73.6K | +2,586 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $64K | +$63.4K | +2,229 | New |
|
|
TJHA
8
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $12K | +$12K | +421 | New |
|
9
Ameriprise
Minneapolis,
Minnesota
| $11K | +$10.8K | +381 | New |
|
|
U
10
UBS
Zurich,
Switzerland
| $7K | +$6.52K | +229 | New |
|
|
AIG
11
American International Group
New York
| $3.36K | +$3.33K | +117 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $1K | +$1.25K | +44 | New |
|
CLM Hedge Fund Activity: Q2 2013 in Review
12 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2013, worth a combined $1.62M.
Buyers outnumbered sellers: 12 funds opened new CLM positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
- 12 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $1.62M of Cornerstone Strategic Value Fund stock for Q2 2013.
- 12 funds opened new Cornerstone Strategic Value Fund positions in Q2 2013 and 0 closed out, a net change of +12 holders.
Based on aggregated 13F filings for Q2 2013.