Cornerstone Strategic Value Fund
85 hedge funds and large institutions have $368M invested in Cornerstone Strategic Value Fund in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 12 closing their positions.
9,579% more capital inflows, than outflows
Capital inflows: $417M | Capital outflows: $4.31M
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
260% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 10
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
31.48% more ownership
Funds ownership: 4.11% → 35.6% (+31%)
29% more funds holding
Funds holding: 66 → 85 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$189M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$46.7M |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$42.6M |
| 4 |
Ursa Fund Management
Danville,
California
|
+$30.6M |
| 5 |
Yakira Capital Management
Westport,
Connecticut
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$2.32M |
| 2 |
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
-$442K |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$259K |
| 4 |
Altus Wealth Group
Colorado Springs,
Colorado
|
-$222K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$197K |
CLM Hedge Fund Activity: Q2 2022 in Review
85 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q2 2022, worth a combined $368M — up 437% from $68.6M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CLM positions and 12 closed out — a net gain of 19 holders — while 36 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $189M. The largest seller was Barclays, exiting entirely with an estimated $2.32M sold.
- 85 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q2 2022, up from 66 in Q1 2022.
- Funds reported $368M of Cornerstone Strategic Value Fund stock for Q2 2022, up 437% quarter-over-quarter.
- 31 funds opened new Cornerstone Strategic Value Fund positions in Q2 2022 and 12 closed out, a net change of +19 holders.
- The largest Cornerstone Strategic Value Fund buyer in Q2 2022 was Sit Investment Associates, an estimated $189M added.
- The largest Cornerstone Strategic Value Fund seller in Q2 2022 was Barclays, an estimated $2.32M sold.
Based on aggregated 13F filings for Q2 2022.