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CION Investment
CION

167 hedge funds and large institutions have $173M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $243K | Put options by funds: $120K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.91% less ownership

Funds ownership: 33.2% → 32.29% (-0.91%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 172 → 167 (-5)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

48% less capital invested

Capital invested by funds: $330M → $173M (-$157M)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
51
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.48M
2
Jane Street
Jane Street
New York
+$1.32M
3
CCM
Callodine Capital Management
Massachusetts
+$1.31M
4
PI
Putnam Investments
Massachusetts
+$1.05M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$983K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$4.1M
2
Millennium Management
Millennium Management
New York
-$3.88M
3
BlackRock
BlackRock
New York
-$1.83M
4
Man Group
Man Group
United Kingdom
-$1.3M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.38M -$227K -21,633 -13%
PI
27
Putnam Investments
Massachusetts
$1.3M +$1.05M +100,626 +326%
Morgan Stanley
28
Morgan Stanley
New York
$1.29M -$186K -17,790 -12%
Jane Street
29
Jane Street
New York
$1.24M +$1.32M +126,027 New
CCM
30
Callodine Capital Management
Massachusetts
$1.23M +$1.31M +125,000 New
BAM
31
Belpointe Asset Management
Nevada
$1.22M -$261K -24,945 -17%
CFG
32
Cooper Financial Group
California
$1.22M -$122K -11,633 -9%
PAG
33
Private Advisor Group
New Jersey
$1.16M +$183K +17,511 +18%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.14M -$146K -13,927 -11%
CA
35
Continuum Advisory
Idaho
$894K +$24K +2,293 +3%
AWS
36
Atria Wealth Solutions
New York
$821K -$12.9K -1,235 -1%
Two Sigma Investments
37
Two Sigma Investments
New York
$763K -$267K -25,472 -25%
WA
38
Wealthstar Advisors
Texas
$736K +$9.74K +930 +1%
Ameriprise
39
Ameriprise
Minnesota
$723K +$768K +73,277 New
Citadel Advisors
40
Citadel Advisors
Florida
$718K -$1.04M -99,689 -58%
CHAM
41
Clear Harbor Asset Management
Connecticut
$696K +$1.57K +150 +0.2%
PFG
42
PAX Financial Group
Texas
$673K -$43.9K -4,191 -6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$640K +$1.57K +150 +0.2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$615K -$81.8K -7,811 -11%
AMH
45
Apollo Management Holdings
New York
$607K +$12.8K +1,220 +2%
GWSG
46
GPS Wealth Strategies Group
Colorado
$602K +$744 +71 +0.1%
LCWP
47
Legacy Capital Wealth Partners
Arkansas
$593K +$630K +60,095 New
EWM
48
Endowment Wealth Management
Wisconsin
$532K +$24.7K +2,354 +5%
TCM
49
Triumph Capital Management
Colorado
$524K +$102K +9,765 +23%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$516K -$47.2K -4,501 -8%
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CION Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2023, worth a combined $173M — down 48% from $330M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CION and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.48M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.1M.

  • 167 institutional investors held CION Investment (CION) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $173M of CION Investment stock for Q1 2023, down 48% quarter-over-quarter.
  • 20 funds opened new CION Investment positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2023 was Renaissance Technologies, an estimated $2.48M added.
  • The largest CION Investment seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2023.