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Cornerstone Strategic Value Fund

90 hedge funds and large institutions have $341M invested in Cornerstone Strategic Value Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more funds holding

Funds holding: 7890 (+12)

4.26% more ownership

Funds ownership: 34.74%38.99% (+4.3%)

4% less capital invested

Capital invested by funds: $353M → $341M (-$12.4M)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
18
Increased
35
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$139M -$5.19M -643,393 -3%
AGM
2
Alpine Global Management
New York
$35.5M +$9.51M +1,178,187 +32%
BFM
3
Boothbay Fund Management
New York
$35.4M +$8.61M +1,066,799 +28%
HHGC
4
Hunting Hill Global Capital
New York
$30.1M +$32M +3,966,408 +2,143%
Bank of America
5
Bank of America
North Carolina
$26.4M +$3.84M +475,536 +15%
CF
6
Centaurus Financial
California
$17.7M +$1.35M +167,498 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.84M +$1.3M +160,887 +13%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$8.1M +$6.14M +761,378 +215%
Goldman Sachs
9
Goldman Sachs
New York
$4.55M -$908K -112,515 -15%
LPL Financial
10
LPL Financial
California
$3.4M +$672K +83,236 +22%
FFG
11
Ford Financial Group
California
$2.64M -$27.4K -3,401 -0.9%
YCM
12
Yakira Capital Management
Connecticut
$2.28M -$1.54M -190,404 -38%
CCP
13
Clough Capital Partners
Massachusetts
$2.11M +$2.35M +290,678 New
AWS
14
Atria Wealth Solutions
New York
$1.69M +$94.2K +11,671 +5%
UFM
15
Ursa Fund Management
California
$1.62M -$17.4M -2,151,858 -91%
Morgan Stanley
16
Morgan Stanley
New York
$1.62M +$535K +66,358 +42%
RJA
17
Raymond James & Associates
Florida
$1.57M -$96.3K -11,939 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.14M -$146K -18,069 -10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.13M +$386K +47,781 +44%
CAN
20
Cetera Advisor Networks
California
$1.08M +$367K +45,442 +44%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.05M -$105K -12,976 -8%
CL
22
CSS LLC
Illinois
$687K +$35.2K +4,368 +5%
CCG
23
Capital CS Group
California
$677K -$118K -14,568 -14%
KA
24
Kovack Advisors
Florida
$600K +$44.1K +5,459 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$539K -$62.1K -7,697 -9%

CLM Hedge Fund Activity: Q4 2022 in Review

90 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Strategic Value Fund (CLM) for Q4 2022, worth a combined $341M — down 3.5% from $353M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CLM positions and 5 closed out — a net gain of 13 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Hunting Hill Global Capital, adding an estimated $32M. The largest seller was Ursa Fund Management, cutting an estimated $17.4M.

  • 90 institutional investors held Cornerstone Strategic Value Fund (CLM) as of Q4 2022, up from 78 in Q3 2022.
  • Funds reported $341M of Cornerstone Strategic Value Fund stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 18 funds opened new Cornerstone Strategic Value Fund positions in Q4 2022 and 5 closed out, a net change of +13 holders.
  • The largest Cornerstone Strategic Value Fund buyer in Q4 2022 was Hunting Hill Global Capital, an estimated $32M added.
  • The largest Cornerstone Strategic Value Fund seller in Q4 2022 was Ursa Fund Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2022.