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Cornerstone Strategic Value Fund
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Overview Fund Activity

66 hedge funds and large institutions have $68.6M invested in Cornerstone Strategic Value Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.7M
2
Barclays
2
Barclays
United Kingdom
$2.33M
3
CA
3
Cetera Advisors
Colorado
$1.63M
4
CF
4
Centaurus Financial
California
$23.7M
5
LPL Financial
5
LPL Financial
California
$4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$493K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.58M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$803K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
1
Centaurus Financial
California
$23.7M 1,706,124 +100,995 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.7M 699,060 +405,562 +138%
FFG
3
Ford Financial Group
California
$4.42M 318,623 +18,087 +6%
LPL Financial
4
LPL Financial
California
$4M 288,751 +96,195 +50%
RJA
5
Raymond James & Associates
Florida
$2.8M 202,008 -497 -0.2%
AWS
6
Atria Wealth Solutions
New York
$2.57M 185,023 +185,023 New
Barclays
7
Barclays
United Kingdom
$2.33M 254,000 +254,000 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.86M 134,251 +35,079 +35%
Morgan Stanley
9
Morgan Stanley
New York
$1.85M 133,517 +1,785 +1%
CA
10
Cetera Advisors
Colorado
$1.63M 117,396 +105,797 +912%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1.58M 113,689 -200,456 -64%
CCG
12
Capital CS Group
California
$1.31M 94,423 +69,857 +284%
KA
13
Kovack Advisors
Florida
$853K 61,521 +3,167 +5%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$803K 57,877 -46,093 -44%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$690K 49,777 +934 +2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$607K 43,790 +43,688 +42,831%
PAG
17
Private Advisor Group
New Jersey
$513K 36,960 +6,503 +21%
SIA
18
Sit Investment Associates
Minnesota
$493K 35,560 -591,455 -94%
CFD
19
Creative Financial Designs
Indiana
$485K 34,953 +9,733 +39%
AC
20
Almitas Capital
California
$478K 34,442 +34,442 New
CWA
21
Capital Wealth Alliance
Arizona
$453K 32,716 -4,111 -11%
MSFP
22
Mark Sheptoff Financial Planning
Connecticut
$442K 31,852 +31,852 New
DAS
23
Dynamic Advisor Solutions
Arizona
$400K 28,851 -2,194 -7%
UBS Group
24
UBS Group
Switzerland
$279K 20,126 -526 -3%
CA
25
CoreCap Advisors
Michigan
$267K 19,229 +3,048 +19%
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