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Cornerstone Strategic Value Fund
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Overview Fund Activity

56 hedge funds and large institutions have $58.7M invested in Cornerstone Strategic Value Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$22.6M
2
LPL Financial
2
LPL Financial
California
$2.71M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$404K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.85M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.82M
2
YCM
2
Yakira Capital Management
Connecticut
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.42M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
CCG
5
Capital CS Group
California
$346K
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$22.6M +$2.84M +201,650 +14%
SIA
2
Sit Investment Associates
Minnesota
$8.82M -$46.9M -3,332,149 -84%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.42M -$2.25M -159,720 -34%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.13M +$40.5K +2,881 +1%
RJA
5
Raymond James & Associates
Florida
$2.85M -$200K -14,227 -7%
LPL Financial
6
LPL Financial
California
$2.71M +$1.18M +83,741 +77%
Morgan Stanley
7
Morgan Stanley
New York
$1.85M +$319K +22,687 +21%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.46M +$164K +11,671 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.39M +$868K +61,760 +165%
BRWA
10
B. Riley Wealth Advisors
Florida
$930K +$310K +22,036 +50%
KA
11
Kovack Advisors
Florida
$821K +$31.5K +2,239 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$687K -$52.9K -3,762 -7%
CWA
13
Capital Wealth Alliance
Arizona
$517K +$6.33K +451 +1%
DAS
14
Dynamic Advisor Solutions
Arizona
$437K +$35.4K +2,518 +9%
PAG
15
Private Advisor Group
New Jersey
$428K +$35.4K +2,518 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$404K +$404K +28,735 New
CFD
17
Creative Financial Designs
Indiana
$355K +$151K +10,705 +74%
CCG
18
Capital CS Group
California
$346K -$812K -57,645 -70%
Truist Financial
19
Truist Financial
North Carolina
$306K +$306K +21,742 New
UBS Group
20
UBS Group
Switzerland
$290K -$3.67K -261 -1%
CAN
21
Cetera Advisor Networks
California
$287K -$16.3K -1,155 -5%
NA
22
NewEdge Advisors
Louisiana
$246K -$3.7K -263 -1%
CA
23
CoreCap Advisors
Michigan
$228K +$228K +16,181 New
AWG
24
Altus Wealth Group
Colorado
$225K +$225K +16,002 New
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$219K – – –
1
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