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CION Investment
CION

82 hedge funds and large institutions have $54.5M invested in CION Investment in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.27% more ownership

Funds ownership: 0% → 7.27% (+7.3%)

Holders
82
Holders Change
+82
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
82
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$10.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.47M
3
KM
Kalos Management
Georgia
+$4.05M
4
KAS
Kestra Advisory Services
Texas
+$3.22M
5
CAN
Cetera Advisor Networks
California
+$2.45M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Gitterman Wealth Management
New Jersey
$374K +$369K +28,626 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$327K +$323K +25,035 New
KPWS
28
Kestra Private Wealth Services
Texas
$319K +$314K +24,371 New
Jane Street
29
Jane Street
New York
$317K +$313K +24,277 New
GWSG
30
GPS Wealth Strategies Group
Colorado
$316K +$312K +24,176 New
IFG
31
Independent Financial Group
California
$292K +$288K +22,323 New
CBFP
32
Cedar Brook Financial Partners
Ohio
$289K +$285K +22,091 New
PFG
33
PAX Financial Group
Texas
$288K +$284K +22,023 New
Mariner
34
Mariner
Kansas
$269K +$265K +20,572 New
WA
35
Wealthstar Advisors
Texas
$268K +$264K +20,456 New
SL
36
SWMG LLC
Texas
$253K +$250K +19,374 New
HI
37
Harbour Investments
Wisconsin
$252K +$248K +19,263 New
RCG
38
Regatta Capital Group
California
$243K +$239K +18,575 New
HighTower Advisors
39
HighTower Advisors
Illinois
$241K +$254K +19,717 New
ACP
40
Aveo Capital Partners
Colorado
$239K +$236K +18,317 New
Citadel Advisors
41
Citadel Advisors
Florida
$238K +$234K +18,184 New
AOG
42
Alpha Omega Group
Virginia
$233K +$230K +17,842 New
EWM
43
Endowment Wealth Management
Wisconsin
$226K +$223K +17,294 New
IA
44
IFP Advisors
Florida
$225K +$223K +17,275 New
Bank of America
45
Bank of America
North Carolina
$221K +$218K +16,911 New
FWM
46
Foresight Wealth Management
Utah
$208K +$205K +15,892 New
HF
47
HRT Financial
New York
$206K +$204K +15,813 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$197K +$195K +15,100 New
APA
49
American Portfolios Advisors
New York
$184K +$182K +14,087 New
CWM
50
Collaborative Wealth Management
Florida
$184K +$181K +14,062 New
1
2
3 4

CION Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2021, worth a combined $54.5M.

Buyers outnumbered sellers: 82 funds opened new CION positions and 0 closed out — a net gain of 82 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $10.4M.

  • 82 institutional investors held CION Investment (CION) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $54.5M of CION Investment stock for Q4 2021.
  • 82 funds opened new CION Investment positions in Q4 2021 and 0 closed out, a net change of +82 holders.
  • The largest CION Investment buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $10.4M added.

Based on aggregated 13F filings for Q4 2021.