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CION Investment
CION

82 hedge funds and large institutions have $54.5M invested in CION Investment in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.27% more ownership

Funds ownership: 0% → 7.27% (+7.3%)

Holders
82
Holders Change
+82
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
82
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$10.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.47M
3
KM
Kalos Management
Georgia
+$4.05M
4
KAS
Kestra Advisory Services
Texas
+$3.22M
5
CAN
Cetera Advisor Networks
California
+$2.45M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$178K +$175K +13,607 New
NWMG
52
National Wealth Management Group
Ohio
$177K +$174K +13,508 New
SSA
53
Schonfeld Strategic Advisors
New York
$174K +$172K +13,347 New
BPA
54
Beacon Pointe Advisors
California
$171K +$169K +13,081 New
BAM
55
Belpointe Asset Management
Nevada
$157K +$155K +12,017 New
TCM
56
Triumph Capital Management
Colorado
$157K +$155K +12,025 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$150K +$148K +11,446 New
Creative Planning
58
Creative Planning
Kansas
$148K +$146K +11,325 New
JSL
59
JT Stratford LLC
Georgia
$140K +$138K +10,686 New
AF
60
Allworth Financial
California
$140K +$138K +10,706 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$133K +$133K +10,296 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$132K +$130K +10,106 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$110K +$108K +8,409 New
IWP
64
IAG Wealth Partners
Wisconsin
$68K +$67K +5,195 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$47K +$46K +3,572 New
TC
66
TAP Consulting
Missouri
$45K +$48.4K +3,754 New
SPIA
67
Steward Partners Investment Advisory
New York
$44K +$43.3K +3,362 New
FWM
68
Focused Wealth Management
New York
$42K +$41.2K +3,195 New
UBS Group
69
UBS Group
Switzerland
$36K +$35K +2,716 New
AssetMark Inc
70
AssetMark Inc
California
$36K +$35.1K +2,726 New
Morgan Stanley
71
Morgan Stanley
New York
$33K +$32K +2,484 New
CFGS
72
Concourse Financial Group Securities
Alabama
$26K +$25.2K +1,953 New
TSWM
73
Tyler-Stone Wealth Management
Ohio
$23K +$22.8K +1,767 New
US Bancorp
74
US Bancorp
Minnesota
$21K +$20.5K +1,594 New
LWA
75
Lenox Wealth Advisors
New York
$18K +$17.8K +1,378 New
1 2
3
4

CION Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2021, worth a combined $54.5M.

Buyers outnumbered sellers: 82 funds opened new CION positions and 0 closed out — a net gain of 82 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $10.4M.

  • 82 institutional investors held CION Investment (CION) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $54.5M of CION Investment stock for Q4 2021.
  • 82 funds opened new CION Investment positions in Q4 2021 and 0 closed out, a net change of +82 holders.
  • The largest CION Investment buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $10.4M added.

Based on aggregated 13F filings for Q4 2021.