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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

89 hedge funds and large institutions have $283M invested in Cornerstone Strategic Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 18 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
39
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIA
1
Perennial Investment Advisors
California
$2.75M
2
UFM
2
Ursa Fund Management
California
$3.51M
3
CF
3
Centaurus Financial
California
$19.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M
5
BFM
5
Boothbay Fund Management
New York
$38.1M

Top Sellers

1
HHGC
1
Hunting Hill Global Capital
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$4.16M
3
SIA
3
Sit Investment Associates
Minnesota
$135M
4
Goldman Sachs
4
Goldman Sachs
New York
$252K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$135M 17,658,206 -1,481,499 -8%
AGM
2
Alpine Global Management
New York
$38.1M 4,970,627 +81,606 +2%
BFM
3
Boothbay Fund Management
New York
$38.1M 4,967,017 +90,218 +2%
CF
4
Centaurus Financial
California
$19.9M 2,592,008 +153,038 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.3M 1,470,536 +114,318 +8%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$5.37M 699,876 -416,390 -37%
Bank of America
7
Bank of America
North Carolina
$4.16M 542,112 -3,094,557 -85%
LPL Financial
8
LPL Financial
California
$3.82M 497,664 +28,671 +6%
UFM
9
Ursa Fund Management
California
$3.51M 457,341 +233,821 +105%
PIA
10
Perennial Investment Advisors
California
$2.75M 358,148 +358,148 New
AWS
11
Atria Wealth Solutions
New York
$2.34M 305,443 +72,288 +31%
CAN
12
Cetera Advisor Networks
California
$1.41M 183,810 +34,824 +23%
Morgan Stanley
13
Morgan Stanley
New York
$1.31M 170,326 -52,902 -24%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.14M 148,637 -6,958 -4%
RJA
15
Raymond James & Associates
Florida
$982K 128,054 -88,085 -41%
CL
16
CSS LLC
Illinois
$728K 95,004 +360 +0.4%
CCG
17
Capital CS Group
California
$722K 94,218 +947 +1%
KA
18
Kovack Advisors
Florida
$713K 93,031 +10,336 +12%
GSIAS
19
Garden State Investment Advisory Services
New Jersey
$563K 73,402 +6,540 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$560K 72,983 -83,567 -53%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$545K 71,026 -3,217 -4%
PFS
22
Prospera Financial Services
Texas
$522K 68,021 +3,525 +5%
CFD
23
Creative Financial Designs
Indiana
$511K 66,654 +279 +0.4%
CA
24
Cetera Advisors
Colorado
$489K 63,802 -7,112 -10%
YCM
25
Yakira Capital Management
Connecticut
$380K 49,560 -265,385 -84%
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