Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CORNERSTONE STRATEGIC INVEST (CLM)

122 + Investors. Track Smart Money conviction in CLM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — CLM

Based on 122 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
122 hedge funds hold CLM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CLM is almost the same as a year ago (+4 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

65 buying49 selling
Last quarter: 65 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 18 → 19 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 20% new
65 out of 122 hedge funds have held CLM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~17 new funds/quarter

26 → 19 → 18 → 19 → 17 new funds/Q
New funds entering each quarter: 19 → 18 → 19 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Of 122 current holders: 69 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
12 of 122 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CLM

How many hedge funds hold CLM — quarterly history vs. share price
Quarterly hedge fund ownership of CLM vs. share price

Market Analysis: CLM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CLM
2026 Q1 Stats Unlock in 20 days 122 + Investors

Track Smart Money conviction in CLM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 122 122 -
13F Shares 29M 38M -23.18%
Total Value $241M $313M -22.83%
New Positions 17 19 -2
Increased Positions 48 49 -1
Closed Positions 17 14 +3
Reduced Positions 32 29 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

122 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLM. Verified SEC 13F-HR filings.

Top 25 institutional holders of CLM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFG Investments, LLC 1.40% 4,123,031 $30.0M
2 WINEBRENNER CAPITAL MANAGEMENT LLC 0.74% 157,800 $1.1M
3 FIRETHORN WEALTH PARTNERS, LLC 0.11% 40,255 $293K
4 EVOLUTION WEALTH MANAGEMENT INC. 0.10% 19,425 $141K
5 Encompass More Asset Management 0.10% 80,946 $589K
6 Buska Wealth Management, LLC 0.09% 29,435 $214K
7 HF Advisory Group, LLC 0.06% 24,499 $178K
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% 93,982 $684K
9 Stratos Wealth Partners, LTD. 0.03% 342,511 $2.5M
10 Pasadena Private Wealth, LLC 0.02% 23,661 $172K
11 SeaCrest Wealth Management, LLC 0.02% 28,547 $208K
12 Secure Asset Management, LLC 0.01% 12,530 $91K
13 NBC SECURITIES, INC. 0.01% 25,205 $183K
14 Accurate Wealth Management, LLC 0.01% 14,003 $104K
15 Marshall Financial Group, LLC 0.01% 10,000 $73K
16 Dynamic Advisor Solutions LLC 0.01% 48,798 $355K
17 Prospera Financial Services Inc 0.01% 86,673 $631K
18 Redhawk Wealth Advisors, Inc. 0.01% 12,459 $91K
19 HOWE & RUSLING INC 0.01% 20,142 $147K
20 HARBOR INVESTMENT ADVISORY, LLC 0.01% 11,204 $82K
21 Marex Group plc 0.01% 25,210 $194K
22 CoreCap Advisors, LLC 0.00% 19,176 $140K
23 WEDBUSH SECURITIES INC 0.00% 17,850 —
24 TSFG, LLC 0.00% 2,695 —
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 294,428 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CORNERSTONE STRATEGIC INVEST (CLM)

What does the Smart Money Trend signal show for CLM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CLM?

Slight buying edge — 57% buying: Last quarter: 65 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CLM holders?

Smaller funds dominant — 9% AUM from top-100: 12 of 122 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLM?

53% of holders stayed for 2+ years: 65 out of 122 hedge funds have held CLM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.