CION icon

CION Investment
CION

Overview Fund Activity

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% 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
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$3.75M
2
Jane Street
Jane Street
New York
$1.24M
3
CCM
Callodine Capital Management
Massachusetts
$1.23M
4
PI
Putnam Investments
Massachusetts
$1.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.27M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
$28.7K
2
Millennium Management
Millennium Management
New York
$432K
3
BlackRock
BlackRock
New York
$3.01M
4
Man Group
Man Group
United Kingdom
$366K
5
Invesco
Invesco
Georgia
$9.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Putnam Investments
Massachusetts
$1.3M +$993K +100,626 +326%
Morgan Stanley
27
Morgan Stanley
New York
$1.29M -$176K -17,790 -12%
Jane Street
28
Jane Street
New York
$1.24M +$1.24M +126,027 New
CCM
29
Callodine Capital Management
Massachusetts
$1.23M +$1.23M +125,000 New
BAM
30
Belpointe Asset Management
Nevada
$1.22M -$246K -24,945 -17%
CFG
31
Cooper Financial Group
California
$1.22M -$115K -11,633 -9%
PAG
32
Private Advisor Group
New Jersey
$1.16M +$173K +17,511 +18%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.14M -$138K -13,927 -11%
CA
34
Continuum Advisory
Idaho
$894K +$22.6K +2,293 +3%
AWS
35
Atria Wealth Solutions
New York
$821K -$12.2K -1,235 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$763K -$251K -25,472 -25%
WA
37
Wealthstar Advisors
Texas
$736K +$9.18K +930 +1%
Ameriprise
38
Ameriprise
Minnesota
$723K +$723K +73,277 New
Citadel Advisors
39
Citadel Advisors
Florida
$718K -$984K -99,689 -58%
CHAM
40
Clear Harbor Asset Management
Connecticut
$696K +$1.48K +150 +0.2%
PFG
41
PAX Financial Group
Texas
$673K -$41.4K -4,191 -6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$640K +$1.48K +150 +0.2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$615K -$77.1K -7,811 -11%
AMH
44
Apollo Management Holdings
New York
$607K +$12K +1,220 +2%
GWSG
45
GPS Wealth Strategies Group
Colorado
$602K +$701 +71 +0.1%
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$593K +$593K +60,095 New
EWM
47
Endowment Wealth Management
Wisconsin
$532K +$23.2K +2,354 +5%
TCM
48
Triumph Capital Management
Colorado
$524K +$96.4K +9,765 +23%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$516K -$44.4K -4,501 -8%
RCG
50
Regatta Capital Group
California
$504K – – –
1
2
3 4 5