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CION Investment
CION

Overview Fund Activity

81 hedge funds and large institutions have $54.2M invested in CION Investment in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

Holders
81
Holders Change
+79
Holders Change %
+3,950%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
79
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.55M
3
KAS
3
Kestra Advisory Services
Texas
$3.27M
4
CAN
4
Cetera Advisor Networks
California
$2.49M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.28M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
NWMG
51
National Wealth Management Group
Ohio
$177K 13,508 +13,508 New
SSA
52
Schonfeld Strategic Advisors
New York
$174K 13,347 +13,347 New
BPA
53
Beacon Pointe Advisors
California
$171K 13,081 +13,081 New
BAM
54
Belpointe Asset Management
Nevada
$157K 12,017 +12,017 New
TCM
55
Triumph Capital Management
Colorado
$157K 12,025 +12,025 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$150K 11,446 +11,446 New
Creative Planning
57
Creative Planning
Kansas
$148K 11,325 +11,325 New
JSL
58
JT Stratford LLC
Georgia
$140K 10,686 +10,686 New
AF
59
Allworth Financial
California
$140K 10,706 +10,706 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$133K 10,296 +10,296 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$132K 10,106 +10,106 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$110K 8,409 +8,409 New
IWP
63
IAG Wealth Partners
Wisconsin
$68K 5,195 +5,195 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$47K 3,572 +3,572 New
TC
65
TAP Consulting
Missouri
$45K 3,754 +3,754 New
SPIA
66
Steward Partners Investment Advisory
New York
$44K 3,362 +3,362 New
FWM
67
Focused Wealth Management
New York
$42K 3,195 +3,195 New
UBS Group
68
UBS Group
Switzerland
$36K 2,716 +2,716 New
AssetMark Inc
69
AssetMark Inc
California
$36K 2,726 +2,726 New
Morgan Stanley
70
Morgan Stanley
New York
$33K 2,484 +2,484 New
CFGS
71
Concourse Financial Group Securities
Alabama
$26K 1,953 +1,953 New
TSWM
72
Tyler-Stone Wealth Management
Ohio
$23K 1,767 +1,767 New
US Bancorp
73
US Bancorp
Minnesota
$21K 1,594 +1,594 New
LWA
74
Lenox Wealth Advisors
New York
$18K 1,378 +1,378 New
TFS
75
TrustCore Financial Services
Tennessee
$12K 1,012 +1,012 New
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