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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

36 hedge funds and large institutions have $38.3M invested in Cornerstone Strategic Value Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
36
Holders Change
-7
Holders Change %
-16.28%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
15
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$7.28M
2
UBS Group
2
UBS Group
Switzerland
$248K
3
CWA
3
Capital Wealth Alliance
Arizona
$229K
4
VF
4
Virtu Financial
New York
$177K
5
Morgan Stanley
5
Morgan Stanley
New York
$731K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.76M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.07M
3
YCM
3
Yakira Capital Management
Connecticut
$6.1M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$7.28M 666,726 +86,706 +15%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.07M 666,883 -402,107 -38%
YCM
3
Yakira Capital Management
Connecticut
$6.1M 558,825 -299,114 -35%
SIA
4
Sit Investment Associates
Minnesota
$5.76M 527,915 -3,371,516 -86%
FFG
5
Ford Financial Group
California
$2.67M 244,596 +6,341 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.6M 237,878 -13,675 -5%
RJA
7
Raymond James & Associates
Florida
$1.37M 125,738 +7,570 +6%
Morgan Stanley
8
Morgan Stanley
New York
$731K 66,964 +14,523 +28%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$660K 60,476 -980 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$554K 50,710 -3,164 -6%
LPL Financial
11
LPL Financial
California
$546K 49,980 +5,606 +13%
KA
12
Kovack Advisors
Florida
$461K 42,260 +11,644 +38%
Creative Planning
13
Creative Planning
Kansas
$367K 33,662 +46 +0.1%
CAN
14
Cetera Advisor Networks
California
$278K 25,430 +3,759 +17%
PAG
15
Private Advisor Group
New Jersey
$275K 25,209 +3,060 +14%
UBS Group
16
UBS Group
Switzerland
$248K 22,731 +22,073 +3,355%
CWA
17
Capital Wealth Alliance
Arizona
$229K 20,937 +20,937 New
VF
18
Virtu Financial
New York
$177K 16,248 +16,248 New
SWM
19
SeaCrest Wealth Management
New York
$147K 13,462 +2,089 +18%
IIC
20
Ironwood Investment Counsel
Arizona
$134K 12,291 – –
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$126K 11,528 – –
KIM
22
Karpus Investment Management
New York
$111K 10,196 -11,979 -54%
CFD
23
Creative Financial Designs
Indiana
$110K 10,054 +245 +2%
SL
24
Savior LLC
Massachusetts
$104K 9,543 +211 +2%
GWM
25
Geneos Wealth Management
Colorado
$45K 4,374 +243 +6%
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