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CION Investment
CION

Overview Fund Activity

72 hedge funds and large institutions have $67.1M invested in CION Investment in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 30 closing their positions.

Holders
72
Holders Change
-9
Holders Change %
-11.11%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
23
Reduced
18
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$4.87M
2
BlackRock
2
BlackRock
New York
$4.62M
3
BI
3
Bulldog Investors
New Jersey
$5.84M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.53M
5
AFAS
5
Acorn Financial Advisory Services
Virginia
$1.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$337K
2
AM
2
Ares Management
California
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$10.7M
5
KM
5
Kalos Management
Georgia
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
51
Sciencast Management
New Jersey
$153K +$153K +11,479 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$151K +$151K +10,188 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$151K +$151K +10,207 New
HWM
54
Heirloom Wealth Management
Colorado
$151K +$151K +14,549 New
DI
55
DFPG Investments
Utah
$139K +$139K +11,845 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$101K -$23.1K -1,565 -19%
AF
57
Allworth Financial
California
$88K -$70K -4,744 -44%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$59K +$5.88K +395 +11%
SPIA
59
Steward Partners Investment Advisory
New York
$50K – – –
FWM
60
Focused Wealth Management
New York
$48K +$432 +29 +0.9%
LWA
61
Lenox Wealth Advisors
New York
$34K +$17K +1,379 +100%
CFGS
62
Concourse Financial Group Securities
Alabama
$31K +$2K +135 +7%
US Bancorp
63
US Bancorp
Minnesota
$24K – – –
TFS
64
TrustCore Financial Services
Tennessee
$15K – – –
OCM
65
Ovata Capital Management
Hong Kong
$14K +$14K +950 New
FCG
66
Financial Connections Group
California
$12K +$12K +877 New
AWM
67
Atticus Wealth Management
Florida
$7K – – –
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
$7K +$7K +451 New
GRP
69
Global Retirement Partners
California
$6K +$6K +542 New
Wells Fargo
70
Wells Fargo
California
$3K -$2.08K -119 -41%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1K – – –
AM
72
Ares Management
California
– -$1.39M -106,371 Closed
BSP
73
Benefit Street Partners
New York
– -$1.07M -82,000 Closed
FW
74
FirstPurpose Wealth
Utah
– -$1.03M -78,896 Closed
TPA
75
Trivium Point Advisory
Connecticut
– -$950K -72,707 Closed
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