CLM icon

Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

31 hedge funds and large institutions have $17.2M invested in Cornerstone Strategic Value Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.34M
2
KIM
2
Karpus Investment Management
New York
$1.98M
3
MIG
3
Mariner Investment Group
New York
$1.37M
4
Creative Planning
4
Creative Planning
Kansas
$479K
5
CCP
5
Clough Capital Partners
Massachusetts
$703K

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
NPC
2
National Planning Corporation
California
$0
3
LPL Financial
3
LPL Financial
California
$382K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.43M
5
UBS Group
5
UBS Group
Switzerland
$6K
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
1
Yakira Capital Management
Connecticut
$3.68M 255,097 +2,897 +1%
RCM
2
Rivernorth Capital Management
Florida
$3.34M 231,569 +231,569 New
KIM
3
Karpus Investment Management
New York
$1.98M 137,513 +137,513 New
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.43M 99,443 -8,177 -8%
MIG
5
Mariner Investment Group
New York
$1.37M 95,014 +34,479 +57%
WS
6
Wedbush Securities
California
$1.06M 73,641 +9,205 +14%
CL
7
CSS LLC
Illinois
$861K 59,769 +12,327 +26%
CCP
8
Clough Capital Partners
Massachusetts
$703K 48,768 +27,229 +126%
Creative Planning
9
Creative Planning
Kansas
$479K 33,248 +27,494 +478%
LPL Financial
10
LPL Financial
California
$382K 26,042 -8,673 -25%
BRWA
11
B. Riley Wealth Advisors
Florida
$340K 23,562 -1,016 -4%
ICAS
12
Investors Capital Advisory Services
Massachusetts
$270K 18,781 -1,016 -5%
VKH
13
Virtu KCG Holdings
New York
$267K 18,532 +18,532 New
FPCP
14
Fort Point Capital Partners
California
$220K 15,240 +15,240 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$181K 12,553 +1,280 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$180K 12,519 +60 +0.5%
PAG
17
Private Advisor Group
New Jersey
$163K 11,302 +11,302 New
AIG
18
American International Group
New York
$93K 6,516 +4,681 +255%
MFS
19
MSI Financial Services
Massachusetts
$53K 3,645 +374 +11%
GWM
20
Geneos Wealth Management
Colorado
$30K 2,087 +2,087 New
Morgan Stanley
21
Morgan Stanley
New York
$20K 1,353 – –
DADC
22
D.A. Davidson & Co
Montana
$15K 1,056 – –
Citigroup
23
Citigroup
New York
$12K 813 -7 -0.9%
NFG
24
Next Financial Group
Texas
$11K 815 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K 579 +510 +739%
1
2