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Cornerstone Strategic Value Fund
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Overview Fund Activity

51 hedge funds and large institutions have $35.8M invested in Cornerstone Strategic Value Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$3.38M
2
CF
2
Centaurus Financial
California
$12.1M
3
Nomura Holdings
3
Nomura Holdings
Japan
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.28M
5
RJA
5
Raymond James & Associates
Florida
$1.85M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.33M
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
VF
4
Virtu Financial
New York
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$12.1M +$2.05M +154,293 +20%
FFG
2
Ford Financial Group
California
$3.65M +$305K +23,021 +9%
CS
3
Credit Suisse
Switzerland
$3.38M +$3.38M +255,016 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.78M -$128K -9,619 -4%
RJA
5
Raymond James & Associates
Florida
$1.85M +$308K +23,259 +20%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.33M -$2.15M -162,064 -62%
Morgan Stanley
7
Morgan Stanley
New York
$1.28M +$382K +28,829 +42%
Nomura Holdings
8
Nomura Holdings
Japan
$1.17M +$1.17M +87,930 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.01M +$9.08K +685 +0.9%
LPL Financial
10
LPL Financial
California
$836K +$124K +9,332 +17%
Creative Planning
11
Creative Planning
Kansas
$730K +$13.9K +1,047 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$681K -$20.3K -1,531 -3%
BRWA
13
B. Riley Wealth Advisors
Florida
$619K +$301K +22,651 +94%
KA
14
Kovack Advisors
Florida
$538K +$31.8K +2,400 +6%
PAG
15
Private Advisor Group
New Jersey
$310K +$49.3K +3,716 +19%
UBS Group
16
UBS Group
Switzerland
$291K +$12.8K +965 +5%
DA
17
DCM Advisors
New York
$276K -$6.73K -508 -2%
DAS
18
Dynamic Advisor Solutions
Arizona
$252K +$88.7K +6,692 +54%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$240K +$240K +18,109 New
CWA
20
Capital Wealth Alliance
Arizona
$232K +$2.89K +219 +1%
SWM
21
SeaCrest Wealth Management
New York
$208K -$4.24K -320 -2%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$207K – – –
CAN
23
Cetera Advisor Networks
California
$207K +$17.2K +1,296 +9%
KPWS
24
Kestra Private Wealth Services
Texas
$197K +$197K +14,864 New
CCG
25
Capital CS Group
California
$190K +$190K +14,317 New
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