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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Cornerstone Strategic Value Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
50
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$4.5M
2
BFM
2
Boothbay Fund Management
New York
$45.4M
3
AGM
3
Alpine Global Management
New York
$45.5M
4
SOA
4
Sea Otter Advisors
Florida
$3.85M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.52M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$26.9M
2
CF
2
Centaurus Financial
California
$2.88M
3
LSC
3
Logan Stone Capital
Illinois
$0
4
SWP
4
Significant Wealth Partners
Illinois
$0
5
RCM
5
Rivernorth Capital Management
Florida
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AGM
1
Alpine Global Management
New York
$45.5M 6,002,625 +516,714 +9%
BFM
2
Boothbay Fund Management
New York
$45.4M 5,995,939 +534,769 +10%
SIA
3
Sit Investment Associates
Minnesota
$26.9M 3,549,468 -2,056,012 -37%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.7M 2,070,122 -35,000 -2%
RCM
5
Rivernorth Capital Management
Florida
$15.4M 2,037,240 -320,003 -14%
KIM
6
Karpus Investment Management
New York
$15.1M 1,991,517 +16,198 +0.8%
AIA
7
Absolute Investment Advisers
Florida
$9.67M 1,276,534 +37,834 +3%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$8.65M 1,141,308 -112,677 -9%
LPL Financial
9
LPL Financial
California
$5.55M 732,609 -28,720 -4%
CCC
10
Cable Car Capital
California
$5.08M 670,517 -44 -0%
TI
11
TrueMark Investments
Illinois
$4.5M 593,755 +593,755 New
Cohen & Steers
12
Cohen & Steers
New York
$4.07M 537,464 +137,160 +34%
SOA
13
Sea Otter Advisors
Florida
$3.85M 508,000 +508,000 New
QL
14
Quarry LP
New York
$3.62M 477,770 +13,267 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.52M 464,490 +181,292 +64%
PIA
16
Perennial Investment Advisors
California
$3.03M 400,325 +13,805 +4%
YCM
17
Yakira Capital Management
Connecticut
$2.99M 394,428 -47,644 -11%
CF
18
Centaurus Financial
California
$2.88M 380,013 -822,350 -68%
Morgan Stanley
19
Morgan Stanley
New York
$2.67M 352,873 +34,762 +11%
RJA
20
Raymond James & Associates
Florida
$2.44M 321,304 -3,097 -1%
AWS
21
Atria Wealth Solutions
New York
$1.77M 233,527 +3,506 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.42M 186,766 +8,209 +5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.34M 176,497 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.11M 147,019 +51,637 +54%
ACA
25
Aptus Capital Advisors
Alabama
$1.04M 137,791 +1,274 +0.9%
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