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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

125 hedge funds and large institutions have $265M invested in Cornerstone Strategic Value Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
30
Increased
41
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$108M
2
LPL Financial
2
LPL Financial
California
$11.2M
3
SC
3
Sculptor Capital
New York
$1.56M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.02M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$4.22M
2
AIA
2
Absolute Investment Advisers
Florida
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.48M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
QL
5
Quarry LP
New York
$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
1
Alpine Global Management
New York
$108M +$57.5M +6,802,742 +113%
BFM
2
Boothbay Fund Management
New York
$50.7M -$21.9K -2,593 -0%
Osaic Holdings
3
Osaic Holdings
Arizona
$20.5M +$1.49M +175,989 +8%
LPL Financial
4
LPL Financial
California
$11.2M +$3.04M +359,752 +37%
CCC
5
Cable Car Capital
California
$5.67M +$118 +14 +0%
TI
6
TrueMark Investments
Illinois
$5.56M +$325K +38,389 +6%
Cohen & Steers
7
Cohen & Steers
New York
$5.22M +$515K +60,960 +11%
KIM
8
Karpus Investment Management
New York
$4.22M -$12.4M -1,466,365 -75%
Morgan Stanley
9
Morgan Stanley
New York
$3.79M +$463K +54,814 +14%
PIA
10
Perennial Investment Advisors
California
$3.73M +$207K +24,520 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.5M +$1M +118,471 +40%
Raymond James Financial
12
Raymond James Financial
Florida
$2.68M +$2.68M +316,689 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.4M -$21.5K -2,537 -0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.12M +$523K +61,862 +33%
ACA
15
Aptus Capital Advisors
Alabama
$1.83M +$143K +16,952 +9%
AWS
16
Atria Wealth Solutions
New York
$1.79M -$4.67K -552 -0.3%
Bank of America
17
Bank of America
North Carolina
$1.7M +$896K +105,965 +111%
SC
18
Sculptor Capital
New York
$1.56M +$1.56M +184,478 New
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.48M -$5.02M -593,790 -77%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.47M -$77.9K -9,212 -5%
BEI
21
Benjamin Edwards Inc
Missouri
$1.35M -$175K -20,690 -11%
JWCA
22
J.W. Cole Advisors
Florida
$1.14M +$470K +55,533 +70%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.02M +$1.02M +120,897 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$983K -$368K -43,488 -27%
WCM
25
Winebrenner Capital Management
Kentucky
$931K +$931K +110,161 New
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