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CION Investment
CION

129 hedge funds and large institutions have $87.3M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 50 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 7

614% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 7

77% more funds holding

Funds holding: 73 → 129 (+56)

29% more capital invested

Capital invested by funds: $67.5M → $87.3M (+$19.9M)

9.39% more ownership

Funds ownership: 8.26% → 17.64% (+9.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
129
Holders Change
+56
Holders Change %
+76.71%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
50
Reduced
7
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
+$6.01M
2
LPL Financial
LPL Financial
California
+$5.17M
3
Millennium Management
Millennium Management
New York
+$4.38M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.84M

Top Sellers

1
KM
Kalos Management
Georgia
-$1.95M
2
JP Morgan Chase
JP Morgan Chase
New York
-$733K
3
Goldman Sachs
Goldman Sachs
New York
-$546K
4
Jane Street
Jane Street
New York
-$348K
5
ECM
ExodusPoint Capital Management
New York
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$637K +$787K +73,263 New
Renaissance Technologies
27
Renaissance Technologies
New York
$636K +$662K +61,600 +536%
Morgan Stanley
28
Morgan Stanley
New York
$592K +$427K +39,755 +140%
IA
29
IFP Advisors
Florida
$578K – – –
EWM
30
EPG Wealth Management
Georgia
$578K +$714K +66,484 New
AWA
31
Arete Wealth Advisors
Illinois
$566K +$338K +31,420 +93%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$564K +$291K +27,104 +72%
HAG
33
HighPoint Advisor Group
Illinois
$526K +$699K +65,022 New
CA
34
Cetera Advisors
Colorado
$518K +$394K +36,652 +160%
Goldman Sachs
35
Goldman Sachs
New York
$459K -$546K -50,823 -49%
BPA
36
Beacon Pointe Advisors
California
$456K +$293K +27,242 +109%
KM
37
Kalos Management
Georgia
$451K -$1.95M -181,416 -78%
CA
38
Continuum Advisory
Idaho
$428K +$529K +49,248 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$421K +$520K +48,434 New
PFG
40
PAX Financial Group
Texas
$414K +$272K +25,309 +113%
WA
41
Wealthstar Advisors
Texas
$409K +$285K +26,539 +129%
Two Sigma Investments
42
Two Sigma Investments
New York
$401K +$495K +46,036 New
GWSG
43
GPS Wealth Strategies Group
Colorado
$368K +$455K +42,311 New
KPWS
44
Kestra Private Wealth Services
Texas
$366K +$248K +23,039 +121%
SWM
45
Spire Wealth Management
Virginia
$337K +$416K +38,704 New
ACP
46
Aveo Capital Partners
Colorado
$331K +$212K +19,778 +108%
CBFP
47
Cedar Brook Financial Partners
Ohio
$330K +$170K +15,795 +71%
HI
48
Harbour Investments
Wisconsin
$329K +$406K +37,825 New
WWM
49
Western Wealth Management
Colorado
$309K +$384K +35,735 New
FWM
50
Foresight Wealth Management
Utah
$303K +$212K +19,764 +131%
1
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3 4 5

CION Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2022, worth a combined $87.3M — up 29% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CION positions and 7 closed out — a net gain of 60 holders — while 50 added to existing stakes and 7 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $6.01M. The largest seller was Kalos Management, cutting an estimated $1.95M.

  • 129 institutional investors held CION Investment (CION) as of Q2 2022, up from 73 in Q1 2022.
  • Funds reported $87.3M of CION Investment stock for Q2 2022, up 29% quarter-over-quarter.
  • 67 funds opened new CION Investment positions in Q2 2022 and 7 closed out, a net change of +60 holders.
  • The largest CION Investment buyer in Q2 2022 was Pinkerton Retirement Specialists, an estimated $6.01M added.
  • The largest CION Investment seller in Q2 2022 was Kalos Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2022.