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CION Investment
CION

160 hedge funds and large institutions have $132M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 19

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

51% more capital invested

Capital invested by funds: $87.3M → $132M (+$44.5M)

24% more funds holding

Funds holding: 129 → 160 (+31)

9.46% more ownership

Funds ownership: 17.64% → 27.1% (+9.5%)

82% less call options, than puts

Call options by funds: $144K | Put options by funds: $790K

Holders
160
Holders Change
+31
Holders Change %
+24.03%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
88
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.21M
2
BI
Bulldog Investors
New Jersey
+$2.87M
3
LPL Financial
LPL Financial
California
+$2.87M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$884K
2
AWA
Arete Wealth Advisors
Illinois
-$566K
3
EGM
Engineers Gate Manager
New York
-$479K
4
Goldman Sachs
Goldman Sachs
New York
-$459K
5
KM
Kalos Management
Georgia
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Cooper Financial Group
California
$1.21M +$487K +51,869 +57%
BAM
27
Belpointe Asset Management
Nevada
$1.16M +$235K +25,038 +23%
IFG
28
Independent Financial Group
California
$988K +$348K +37,121 +47%
PAG
29
Private Advisor Group
New Jersey
$975K +$389K +41,411 +57%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$882K +$366K +38,980 +60%
AW
31
ACG Wealth
Georgia
$876K +$250K +26,649 +35%
CA
32
Continuum Advisory
Idaho
$866K +$494K +52,677 +107%
IA
33
IFP Advisors
Florida
$857K +$326K +34,720 +50%
EWM
34
EPG Wealth Management
Georgia
$848K +$313K +33,335 +50%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$822K +$910K +96,906 New
Renaissance Technologies
36
Renaissance Technologies
New York
$819K +$218K +23,200 +32%
Morgan Stanley
37
Morgan Stanley
New York
$722K +$158K +16,860 +25%
AWS
38
Atria Wealth Solutions
New York
$699K +$643K +68,446 +499%
WA
39
Wealthstar Advisors
Texas
$629K +$251K +26,756 +57%
PFG
40
PAX Financial Group
Texas
$614K +$231K +24,636 +52%
AWM
41
Apollon Wealth Management
South Carolina
$592K +$456K +48,578 +230%
BPA
42
Beacon Pointe Advisors
California
$575K +$148K +15,718 +30%
GWSG
43
GPS Wealth Strategies Group
Colorado
$567K +$230K +24,450 +58%
CSS
44
Cubist Systematic Strategies
Connecticut
$552K +$317K +33,790 +108%
KPWS
45
Kestra Private Wealth Services
Texas
$543K +$205K +21,798 +52%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$505K +$293K +31,202 +111%
WWM
47
Western Wealth Management
Colorado
$488K +$203K +21,636 +61%
ACP
48
Aveo Capital Partners
Colorado
$483K +$176K +18,783 +49%
FFS
49
Founders Financial Securities
Maryland
$470K +$519K +55,340 New
Mariner
50
Mariner
Kansas
$469K +$213K +22,652 +70%
1
2
3 4 5

CION Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2022, worth a combined $132M — up 51% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CION positions and 15 closed out — a net gain of 33 holders — while 88 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Geneos Wealth Management, cutting an estimated $884K.

  • 160 institutional investors held CION Investment (CION) as of Q3 2022, up from 129 in Q2 2022.
  • Funds reported $132M of CION Investment stock for Q3 2022, up 51% quarter-over-quarter.
  • 48 funds opened new CION Investment positions in Q3 2022 and 15 closed out, a net change of +33 holders.
  • The largest CION Investment buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $4.21M added.
  • The largest CION Investment seller in Q3 2022 was Geneos Wealth Management, an estimated $884K sold.

Based on aggregated 13F filings for Q3 2022.