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CION Investment
CION

Overview Fund Activity

128 hedge funds and large institutions have $86.7M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 49 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+56
Holders Change %
+77.78%
% of All Funds
2.16%
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
49
Reduced
7
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$4.87M
2
LPL Financial
2
LPL Financial
California
$4.19M
3
Millennium Management
3
Millennium Management
New York
$6.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.73M

Top Sellers

1
KM
1
Kalos Management
Georgia
$451K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$459K
4
Jane Street
4
Jane Street
New York
$0
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$299K +34,343 New
Mariner
52
Mariner
Kansas
$295K +$151K +16,594 +104%
SOS
53
Silver Oak Securities
Tennessee
$293K +$293K +33,955 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$290K +$290K +33,281 New
BCMLT
55
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K – – –
EWM
56
Endowment Wealth Management
Wisconsin
$282K +$129K +14,846 +85%
IWM
57
IHT Wealth Management
Illinois
$282K +$282K +32,458 New
RA
58
RFG Advisory
Alabama
$271K +$271K +28,478 New
CSS
59
Cubist Systematic Strategies
Connecticut
$271K +$271K +31,160 New
Stifel Financial
60
Stifel Financial
Missouri
$259K +$156K +17,922 +152%
APA
61
American Portfolios Advisors
New York
$255K +$117K +13,491 +86%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$250K +$18.7K +2,145 +8%
CWM
63
Collaborative Wealth Management
Florida
$247K +$247K +28,357 New
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$245K +$106K +12,243 +77%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$240K +$141K +16,220 +142%
WIA
66
World Investment Advisors
California
$235K +$235K +25,280 New
Two Sigma Advisers
67
Two Sigma Advisers
New York
$228K +$228K +26,200 New
RCG
68
Regatta Capital Group
California
$222K +$70.6K +8,108 +47%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$219K +$130K +14,988 +147%
EE
70
EWG Elevate
California
$211K +$211K +24,274 New
OQS
71
Occudo Quantitative Strategies
Florida
$191K +$191K +21,944 New
AWM
72
Apollon Wealth Management
South Carolina
$184K +$184K +21,098 New
Fisher Asset Management
73
Fisher Asset Management
Washington
$179K +$179K +20,568 New
SSA
74
Schonfeld Strategic Advisors
New York
$169K +$169K +19,400 New
Creative Planning
75
Creative Planning
Kansas
$165K +$165K +18,967 New
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