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CION Investment
CION

169 hedge funds and large institutions have $179M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $551K | Put options by funds: $152K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 167 → 169 (+2)

3% more capital invested

Capital invested by funds: $173M → $179M (+$5.67M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 32.29% → 31.5% (-0.79%)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.81M
2
AGM
Alpine Global Management
New York
+$634K
3
CCM
Callodine Capital Management
Massachusetts
+$519K
4
BPA
Beacon Pointe Advisors
California
+$419K
5
Two Sigma Investments
Two Sigma Investments
New York
+$346K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$928K
2
Citadel Advisors
Citadel Advisors
Florida
-$717K
3
PI
Putnam Investments
Massachusetts
-$672K
4
KAS
Kestra Advisory Services
Texas
-$631K
5
LCWP
Legacy Capital Wealth Partners
Arkansas
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Callodine Capital Management
Massachusetts
$1.84M +$519K +52,646 +42%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$33.1K +3,360 +2%
CA
28
Cetera Advisors
Colorado
$1.39M -$59K -5,980 -4%
Morgan Stanley
29
Morgan Stanley
New York
$1.38M +$23.4K +2,374 +2%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.17M +$346K +35,067 +45%
PAG
31
Private Advisor Group
New Jersey
$1.17M -$59.7K -6,052 -5%
CA
32
Continuum Advisory
Idaho
$995K +$52.3K +5,308 +6%
AWS
33
Atria Wealth Solutions
New York
$917K +$51.5K +5,225 +6%
BAM
34
Belpointe Asset Management
Nevada
$834K -$428K -43,440 -35%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$825K -$356K -36,092 -31%
CFG
36
Cooper Financial Group
California
$780K -$479K -48,535 -39%
WA
37
Wealthstar Advisors
Texas
$744K -$28.1K -2,852 -4%
Jane Street
38
Jane Street
New York
$723K -$556K -56,355 -45%
PFG
39
PAX Financial Group
Texas
$710K +$1.6K +162 +0.2%
AGM
40
Alpine Global Management
New York
$667K +$634K +64,270 New
PI
41
Putnam Investments
Massachusetts
$658K -$672K -68,126 -52%
AMH
42
Apollo Management Holdings
New York
$657K +$17.7K +1,793 +3%
CHAM
43
Clear Harbor Asset Management
Connecticut
$653K -$75.4K -7,650 -11%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$645K -$1.93K -196 -0.3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$637K -$34.8K -3,524 -5%
GWSG
46
GPS Wealth Strategies Group
Colorado
$633K +$394 +40 +0.1%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$574K +$259K +26,283 +91%
EWM
48
Endowment Wealth Management
Wisconsin
$573K +$12.7K +1,288 +2%
Ameriprise
49
Ameriprise
Minnesota
$530K -$219K -22,214 -30%
RCG
50
Regatta Capital Group
California
$527K -$9.32K -945 -2%
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CION Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2023, worth a combined $179M — up 3.3% from $173M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CION positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $1.81M. The largest seller was Renaissance Technologies, cutting an estimated $928K.

  • 169 institutional investors held CION Investment (CION) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $179M of CION Investment stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 17 funds opened new CION Investment positions in Q2 2023 and 15 closed out, a net change of +2 holders.
  • The largest CION Investment buyer in Q2 2023 was Invesco, an estimated $1.81M added.
  • The largest CION Investment seller in Q2 2023 was Renaissance Technologies, an estimated $928K sold.

Based on aggregated 13F filings for Q2 2023.