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, Q1 2024
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2024. 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
- 108
- 0 vs. Q4 2023
- Shares held
- 34.4M
- −1.47M (−4.1%) vs. Q4 2023
- Total value
- $259.0M
- +$830.8K (+0.3%) vs. Q4 2023
- New holders
- 15
- 46 more added
- Sold out
- 15
- 24 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Absolute Investment Advisers LLC | 1,219,193 | $9.17M | 1.25% | +1,219,193 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,234,237 | $9.28M | 3.28% | +53,379+4.5% | Added |
| Karpus Management, Inc. | 1,944,212 | $14.6M | 0.42% | +1,344,395+224.1% | Added |
| Advisor Group Holdings, Inc. | 2,071,970 | $15.6M | 0.03% | −133,843−6.1% | Reduced |
| Rivernorth Capital Management, LLC | 2,320,121 | $17.4M | 0.84% | +2,151,825+1,278.6% | Added |
| Boothbay Fund Management, LLC | 5,375,167 | $40.4M | 1.20% | −15,098−0.3% | Reduced |
| Alpine Global Management, LLC | 5,399,519 | $40.6M | 7.86% | +14,168+0.3% | Added |
| Sit Investment Associates Inc | 5,517,205 | $41.5M | 0.95% | −5,458,265−49.7% | Reduced |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −1,057,356−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −1,013,894−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −257,743−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −182,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −140,464−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −50,522−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −15,916−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,106−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |