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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

92 hedge funds and large institutions have $254M invested in Cornerstone Strategic Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
39
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.91M
3
RJA
3
Raymond James & Associates
Florida
$1.43M
4
SPIA
4
Steward Partners Investment Advisory
New York
$277K
5
Mariner
5
Mariner
Kansas
$257K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$87.1M
2
CF
2
Centaurus Financial
California
$17.6M
3
UFM
3
Ursa Fund Management
California
$982K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$706K
5
YCM
5
Yakira Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$87.1M 10,997,535 -5,746,364 -34%
BFM
2
Boothbay Fund Management
New York
$43.4M 5,479,023 +13,068 +0.2%
AGM
3
Alpine Global Management
New York
$43.3M 5,467,779 -6,912 -0.1%
Osaic Holdings
4
Osaic Holdings
Arizona
$30.6M 3,856,017 +1,874,389 +95%
CF
5
Centaurus Financial
California
$17.6M 2,226,811 -426,248 -16%
LPL Financial
6
LPL Financial
California
$5.06M 638,963 +29,003 +5%
PIA
7
Perennial Investment Advisors
California
$2.97M 374,264 +20,122 +6%
Morgan Stanley
8
Morgan Stanley
New York
$2.91M 367,314 +186,060 +103%
AWS
9
Atria Wealth Solutions
New York
$1.83M 231,307 -38,722 -14%
RJA
10
Raymond James & Associates
Florida
$1.43M 180,684 +49,766 +38%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.15M 144,578 -3,806 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.09M 137,825 -35,002 -20%
CAN
13
Cetera Advisor Networks
California
$1.06M 133,994 +28,386 +27%
UFM
14
Ursa Fund Management
California
$982K 123,952 -333,389 -73%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$778K 98,259 +5,541 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$713K 90,041 -815 -0.9%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$706K 89,138 -84,908 -49%
CFD
18
Creative Financial Designs
Indiana
$601K 75,861 +3,061 +4%
CL
19
CSS LLC
Illinois
$562K 70,972 – –
CA
20
Cetera Advisors
Colorado
$428K 54,028 – –
GSIAS
21
Garden State Investment Advisory Services
New Jersey
$426K 53,710 +4,507 +9%
KA
22
Kovack Advisors
Florida
$382K 48,263 -2,172 -4%
PAG
23
Private Advisor Group
New Jersey
$378K 47,691 +5,082 +12%
CCG
24
Capital CS Group
California
$360K 45,392 -847 -2%
PFS
25
Prospera Financial Services
Texas
$355K 44,861 +2,844 +7%
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