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CION Investment
CION

Overview Fund Activity

159 hedge funds and large institutions have $131M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+31
Holders Change %
+24.22%
% of All Funds
2.75%
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
87
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.4M
2
BI
2
Bulldog Investors
New Jersey
$8.29M
3
LPL Financial
3
LPL Financial
California
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.58M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.63M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$55K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
KM
4
Kalos Management
Georgia
$0
5
EGM
5
Engineers Gate Manager
New York
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$1.21M +$441K +51,869 +57%
BAM
27
Belpointe Asset Management
Nevada
$1.16M +$213K +25,038 +23%
PAG
28
Private Advisor Group
New Jersey
$975K +$352K +41,411 +57%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$882K +$331K +38,980 +60%
AW
30
ACG Wealth
Georgia
$876K +$227K +26,649 +35%
CA
31
Continuum Advisory
Idaho
$866K +$448K +52,677 +107%
IA
32
IFP Advisors
Florida
$857K +$285K +34,720 +50%
EWM
33
EPG Wealth Management
Georgia
$848K +$283K +33,335 +50%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$822K +$822K +96,906 New
Renaissance Technologies
35
Renaissance Technologies
New York
$819K +$197K +23,200 +32%
Morgan Stanley
36
Morgan Stanley
New York
$722K +$143K +16,860 +25%
AWS
37
Atria Wealth Solutions
New York
$699K +$582K +68,446 +499%
WA
38
Wealthstar Advisors
Texas
$629K +$228K +26,756 +57%
PFG
39
PAX Financial Group
Texas
$614K +$209K +24,636 +52%
AWM
40
Apollon Wealth Management
South Carolina
$592K +$413K +48,578 +230%
BPA
41
Beacon Pointe Advisors
California
$575K +$133K +15,718 +30%
GWSG
42
GPS Wealth Strategies Group
Colorado
$567K +$208K +24,450 +58%
CSS
43
Cubist Systematic Strategies
Connecticut
$552K +$287K +33,790 +108%
KPWS
44
Kestra Private Wealth Services
Texas
$543K +$185K +21,798 +52%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$505K +$265K +31,202 +111%
WWM
46
Western Wealth Management
Colorado
$488K +$184K +21,636 +61%
ACP
47
Aveo Capital Partners
Colorado
$483K +$160K +18,783 +49%
FFS
48
Founders Financial Securities
Maryland
$470K +$470K +55,340 New
Mariner
49
Mariner
Kansas
$469K +$193K +22,652 +70%
FWM
50
Foresight Wealth Management
Utah
$452K +$156K +18,326 +53%
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