We are live on ! Find out more
CION icon

CION Investment

160 hedge funds and large institutions have $132M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 19

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more capital invested

Capital invested by funds: $87.3M → $132M (+$44.5M)

24% more funds holding

Funds holding: 129160 (+31)

9.46% more ownership

Funds ownership: 17.64%27.1% (+9.5%)

82% less call options, than puts

Call options by funds: $144K | Put options by funds: $790K

Holders
160
Holders Change
+31
Holders Change %
+24.03%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
88
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Foresight Wealth Management
Utah
$452K +$172K +18,326 +53%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$446K +$357K +38,063 +264%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$442K +$175K +18,689 +56%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$441K +$228K +24,239 +88%
CBFP
55
Cedar Brook Financial Partners
Ohio
$436K +$126K +13,411 +35%
EWM
56
Endowment Wealth Management
Wisconsin
$428K +$169K +18,003 +56%
EGM
57
Engineers Gate Manager
New York
$420K -$479K -50,979 -51%
APA
58
American Portfolios Advisors
New York
$395K +$162K +17,241 +59%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$395K +$109K +11,609 +33%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$391K +$163K +17,327 +60%
IWM
61
IHT Wealth Management
Illinois
$382K +$118K +12,529 +39%
JF
62
Jump Financial
Illinois
$366K +$405K +43,100 New
CP
63
CenterBook Partners
Connecticut
$347K +$384K +40,871 New
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K +$191K +20,389 +106%
CWM
65
Collaborative Wealth Management
Florida
$339K +$108K +11,472 +40%
HI
66
Harbour Investments
Wisconsin
$329K
RCG
67
Regatta Capital Group
California
$324K +$110K +11,760 +46%
EE
68
EWG Elevate
California
$310K +$114K +12,140 +50%
TCM
69
Triumph Capital Management
Colorado
$306K +$202K +21,501 +148%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$277K +$69.7K +7,422 +29%
SB
71
Strategic Blueprint
Georgia
$276K +$184K +19,647 +153%
Creative Planning
72
Creative Planning
Kansas
$231K +$76.7K +8,170 +43%
CWM
73
Capital Wealth Management
Rhode Island
$225K +$86.9K +9,257 +54%
GCP
74
GSA Capital Partners
United Kingdom
$223K +$246K +26,193 New
KIG
75
Kowal Investment Group
Wisconsin
$223K +$247K +26,272 New

CION Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2022, worth a combined $132M — up 51% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CION positions and 15 closed out — a net gain of 33 holders — while 88 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Geneos Wealth Management, cutting an estimated $884K.

  • 160 institutional investors held CION Investment (CION) as of Q3 2022, up from 129 in Q2 2022.
  • Funds reported $132M of CION Investment stock for Q3 2022, up 51% quarter-over-quarter.
  • 48 funds opened new CION Investment positions in Q3 2022 and 15 closed out, a net change of +33 holders.
  • The largest CION Investment buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $4.21M added.
  • The largest CION Investment seller in Q3 2022 was Geneos Wealth Management, an estimated $884K sold.

Based on aggregated 13F filings for Q3 2022.