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Cornerstone Strategic Value Fund
CLM

Overview Fund Activity

119 hedge funds and large institutions have $197M invested in Cornerstone Strategic Value Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
41
Reduced
36
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.1M
2
YCM
Yakira Capital Management
Connecticut
$4.92M
3
SWP
Stratos Wealth Partners
Ohio
$2.72M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
5
US Bancorp
US Bancorp
Minnesota
$1.91M

Top Sellers

1
AGM
Alpine Global Management
New York
$46.6M
2
TI
TrueMark Investments
Illinois
$0
3
KIM
Karpus Investment Management
New York
$0
4
SC
Sculptor Capital
New York
$0
5
LPL Financial
LPL Financial
California
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
1
Alpine Global Management
New York
$46.6M -$47M -6,428,477 -50%
BFM
2
Boothbay Fund Management
New York
$43.8M -$24K -3,285 -0.1%
Osaic Holdings
3
Osaic Holdings
Arizona
$20.1M +$2.37M +323,765 +13%
Bank of America
4
Bank of America
North Carolina
$14.1M +$12.7M +1,732,573 +862%
LPL Financial
5
LPL Financial
California
$8.27M -$1.44M -196,319 -15%
YCM
6
Yakira Capital Management
Connecticut
$4.92M +$4.67M +638,644 +1,839%
CCC
7
Cable Car Capital
California
$4.92M +$19.5K +2,672 +0.4%
Cohen & Steers
8
Cohen & Steers
New York
$4.51M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.88M +$849K +116,131 +28%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.75M +$1.68M +229,428 +81%
Morgan Stanley
11
Morgan Stanley
New York
$3.37M +$84.9K +11,604 +3%
PIA
12
Perennial Investment Advisors
California
$3.25M +$16.9K +2,316 +0.5%
SWP
13
Stratos Wealth Partners
Ohio
$2.72M +$2.45M +335,478 +914%
Raymond James Financial
14
Raymond James Financial
Florida
$2.31M -$7.67K -1,049 -0.3%
US Bancorp
15
US Bancorp
Minnesota
$1.91M +$1.91M +260,573 +723,814%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.86M +$23.4K +3,204 +1%
ACA
17
Aptus Capital Advisors
Alabama
$1.6M +$19K +2,600 +1%
AWS
18
Atria Wealth Solutions
New York
$1.52M -$36.8K -5,018 -2%
JWCA
19
J.W. Cole Advisors
Florida
$1.23M +$246K +33,602 +25%
VF
20
Virtu Financial
New York
$1.1M +$901K +123,207 +448%
BEI
21
Benjamin Edwards Inc
Missouri
$911K -$261K -35,682 -22%
WCM
22
Winebrenner Capital Management
Kentucky
$806K – – –
HighTower Advisors
23
HighTower Advisors
Illinois
$789K -$95.6K -13,070 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$748K -$22.7K -3,100 -3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$747K -$104K -14,224 -12%
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