Cornerstone Strategic Invest (CLM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Cornerstone Strategic Invest (CLM) following the 2026 Q1 hedge fund 13F filings?

As of today, CLM has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.4%. Since the quarter end (March 31, 2026), CLM gained +2.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Cornerstone Strategic Invest (CLM)

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

Smart Money Signals — CLM

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added CLM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

136 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 67% buying

80 buying39 selling

Last quarter: 80 funds were net buyers (25 opened a brand new position + 55 added to an existing one). Only 39 were sellers (25 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new CLM position: 18 → 21 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 26% new

67 out of 136 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.

💎

Buying through price weakness — shares +34%, value +12%

Value

+11%

+34%

Last quarter: funds added +34% more shares while total portfolio value only changed +12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

19 → 18 → 21 → 18 → 25 new funds/Q

New funds entering each quarter: 18 → 21 → 18 → 25. A growing number of institutions are discovering CLM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new

Entry-cohort mix of 136 holders: 72 (53%) are 2+ year veterans, 20 entered 1–2 years ago, and 44 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds

12 of 136 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	136	125	8.8%
13F Shares	39M	29M	34.21%
Total Value	$272M	$243M	11.91%
New Positions	25	18	+7
Increased Positions	55	49	+6
Closed Positions	14	17	-3
Reduced Positions	25	32	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

136

125

8.8%

13F Shares

39M

29M

34.21%

Total Value

$272M

$243M

11.91%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

136 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CLM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Alpine Global Management, LLC	7.43%	6,814,332	$49.6M
2	Quarry LP	4.56%	3,489,264	$25.4M
3	Cable Car Capital, LP	3.37%	1,249,999	$9.7M
4	WJ Financial Advisors LLC	2.62%	444,915	$3.2M
5	PFG Investments, LLC	1.40%	4,123,031	$30.0M
6	Warberg Asset Management LLC	1.27%	1,041,935	$7.6M
7	Winebrenner Capital Management LLC	0.74%	157,800	$1.1M
8	Almitas Capital LLC	0.73%	442,014	$3.2M
9	Yakira Capital Management, Inc.	0.65%	306,712	$2.2M
10	Boothbay Fund Management, LLC	0.64%	6,744,553	$49.1M
11	Perennial Investment Advisors, LLC	0.28%	475,766	$3.5M
12	Capital CS Group, LLC	0.26%	17,156	$125K
13	Firethorn Wealth Partners, LLC	0.11%	40,255	$293K
14	Evolution Wealth Management INC.	0.10%	19,425	$141K
15	Ameriflex Group, INC.	0.10%	28,000	$204K
16	Encompass More Asset Management	0.10%	80,946	$589K
17	A4 Wealth Advisors LLC	0.09%	15,972	$116K
18	Garden State Investment Advisory Services LLC	0.09%	57,260	$417K
19	Buska Wealth Management, LLC	0.09%	29,435	$214K
20	Evergreen Wealth Partners LLC	0.06%	11,531	$84K
21	StoneX Group Inc.	0.06%	155,124	$1.1M
22	HF Advisory Group, LLC	0.06%	24,499	$178K
23	Kovack Advisors, Inc.	0.06%	144,289	$1.1M
24	Creative Financial Designs Inc /Adv	0.04%	93,982	$684K
25	Osaic Holdings, INC.	0.03%	3,249,013	$23.7M

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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CLM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLM?

More buyers than sellers — 67% buying: Last quarter: 80 funds were net buyers (25 opened a brand new position + 55 added to an existing one). Only 39 were sellers (25 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLM holders?

Smaller funds dominant — 10% AUM from top-100: 12 of 136 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLM?

49% of holders stayed for 2+ years: 67 out of 136 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.

Is it too late to buy Cornerstone Strategic Invest (CLM) following the 2026 Q1 hedge fund 13F filings?

As of today, CLM has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.4%. Since the quarter end (March 31, 2026), CLM has gained +2.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Cornerstone Strategic Invest (CLM)

Smart Money Signals — CLM

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+7 vs last Q)

49% of holders stayed for 2+ years

Buying through price weakness — shares +34%, value +12%

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 32% newcomers

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — CLM

Hedge Fund Ownership: CLM

Market Analysis: CLM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLM

Is It Too Late to Buy Cornerstone Strategic Invest (CLM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CLM

Statistics: CLM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Cornerstone Strategic Invest (CLM)

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