Cornerstone Strategic Investment Fund, Inc.
CLM- Exchange
- NYSE
- SEC CIK
- 0000814083
In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $339.9M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 110
- +19 vs. Q3 2023
- Shares held
- 35.9M
- +4.39M (+13.9%) vs. Q3 2023
- Total value
- $258.2M
- +$4.54M (+1.8%) vs. Q3 2023
- New holders
- 28
- 37 more added
- Sold out
- 9
- 20 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $339.9M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.0M |
| Q3 2025 | 126 | $314.0M |
| Q2 2025 | 121 | $326.4M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $211.9M |
| Q3 2024 | 117 | $214.2M |
| Q2 2024 | 117 | $250.1M |
| Q1 2024 | 108 | $259.0M |
| Q4 2023 | 110 | $258.2M |
| Q3 2023 | 92 | $253.9M |
| Q2 2023 | 92 | $302.0M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.0M |
| Q1 2022 | 66 | $68.6M |
| Q4 2021 | 56 | $62.9M |
| Q3 2021 | 46 | $103.5M |
| Q2 2021 | 53 | $167.1M |
| Q1 2021 | 51 | $35.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cable Car Capital LLC | 661,827 | $4.76M | 4.98% | +661,827 | New |
| LPL Financial LLC | 688,686 | $4.95M | 0.00% | +59,785+9.5% | Added |
| Sculptor Capital LP | 1,013,894 | $7.29M | 0.18% | +1,013,894 | New |
| Clough Capital Partners L P | 1,057,356 | $7.60M | 0.84% | +1,057,356 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,180,858 | $8.49M | 3.12% | +1,093,124+1,246.0% | Added |
| Centaurus Financial, Inc. | 1,229,191 | $8.84M | 0.67% | −962,552−43.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,205,813 | $15.9M | 0.03% | −1,589,479−41.9% | Reduced |
| Alpine Global Management, LLC | 5,385,351 | $38.7M | 10.58% | +3,679+0.1% | Added |
| Boothbay Fund Management, LLC | 5,390,265 | $38.8M | 1.45% | −2,4740.0% | Reduced |
| Sit Investment Associates Inc | 10,975,470 | $78.9M | 1.93% | +151,125+1.4% | Added |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −47,503−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −38,167−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −38,764−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,079−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −21,236−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −21,099−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,075−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |