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CION Investment
CION

129 hedge funds and large institutions have $87.3M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 50 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 7

614% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 7

77% more funds holding

Funds holding: 73 → 129 (+56)

29% more capital invested

Capital invested by funds: $67.5M → $87.3M (+$19.9M)

9.39% more ownership

Funds ownership: 8.26% → 17.64% (+9.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
129
Holders Change
+56
Holders Change %
+76.71%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
50
Reduced
7
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
+$6.01M
2
LPL Financial
LPL Financial
California
+$5.17M
3
Millennium Management
Millennium Management
New York
+$4.38M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.84M

Top Sellers

1
KM
Kalos Management
Georgia
-$1.95M
2
JP Morgan Chase
JP Morgan Chase
New York
-$733K
3
Goldman Sachs
Goldman Sachs
New York
-$546K
4
Jane Street
Jane Street
New York
-$348K
5
ECM
ExodusPoint Capital Management
New York
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$303K +$253K +23,568 +210%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$369K +34,343 New
Mariner
53
Mariner
Kansas
$295K +$178K +16,594 +104%
SOS
54
Silver Oak Securities
Tennessee
$293K +$365K +33,955 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$290K +$358K +33,281 New
BCMLT
56
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K – – –
EWM
57
Endowment Wealth Management
Wisconsin
$282K +$159K +14,846 +85%
IWM
58
IHT Wealth Management
Illinois
$282K +$349K +32,458 New
RA
59
RFG Advisory
Alabama
$271K +$306K +28,478 New
CSS
60
Cubist Systematic Strategies
Connecticut
$271K +$335K +31,160 New
Stifel Financial
61
Stifel Financial
Missouri
$259K +$193K +17,922 +152%
APA
62
American Portfolios Advisors
New York
$255K +$145K +13,491 +86%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$250K +$23K +2,145 +8%
CWM
64
Collaborative Wealth Management
Florida
$247K +$305K +28,357 New
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$245K +$132K +12,243 +77%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$240K +$174K +16,220 +142%
WIA
67
World Investment Advisors
California
$235K +$272K +25,280 New
Two Sigma Advisers
68
Two Sigma Advisers
New York
$228K +$281K +26,200 New
RCG
69
Regatta Capital Group
California
$222K +$87.1K +8,108 +47%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$219K +$161K +14,988 +147%
EE
71
EWG Elevate
California
$211K +$261K +24,274 New
OQS
72
Occudo Quantitative Strategies
Florida
$191K +$236K +21,944 New
AWM
73
Apollon Wealth Management
South Carolina
$184K +$227K +21,098 New
Fisher Asset Management
74
Fisher Asset Management
Washington
$179K +$221K +20,568 New
SSA
75
Schonfeld Strategic Advisors
New York
$169K +$208K +19,400 New
1 2
3
4 5

CION Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2022, worth a combined $87.3M — up 29% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CION positions and 7 closed out — a net gain of 60 holders — while 50 added to existing stakes and 7 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $6.01M. The largest seller was Kalos Management, cutting an estimated $1.95M.

  • 129 institutional investors held CION Investment (CION) as of Q2 2022, up from 73 in Q1 2022.
  • Funds reported $87.3M of CION Investment stock for Q2 2022, up 29% quarter-over-quarter.
  • 67 funds opened new CION Investment positions in Q2 2022 and 7 closed out, a net change of +60 holders.
  • The largest CION Investment buyer in Q2 2022 was Pinkerton Retirement Specialists, an estimated $6.01M added.
  • The largest CION Investment seller in Q2 2022 was Kalos Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2022.