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CION Investment
CION

172 hedge funds and large institutions have $330M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $132M → $330M (+$198M)

81% more call options, than puts

Call options by funds: $440K | Put options by funds: $243K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

8% more funds holding

Funds holding: 160 → 172 (+12)

6.1% more ownership

Funds ownership: 27.1% → 33.2% (+6.1%)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
46
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
Invesco
Invesco
Georgia
+$10.7M
2
VanEck Associates
VanEck Associates
New York
+$7.29M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$6.47M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.33M
5
LPL Financial
LPL Financial
California
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
KAS
Kestra Advisory Services
Texas
-$896K
4
Two Sigma Investments
Two Sigma Investments
New York
-$800K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$530K +$528K +54,321 New
Mariner
52
Mariner
Kansas
$520K -$17.7K -1,825 -3%
EGM
53
Engineers Gate Manager
New York
$505K +$23.6K +2,429 +5%
RCG
54
Regatta Capital Group
California
$504K +$140K +14,445 +39%
EWM
55
Endowment Wealth Management
Wisconsin
$503K +$11.5K +1,187 +2%
CBFP
56
Cedar Brook Financial Partners
Ohio
$500K – – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$430K -$18.7K -1,927 -4%
KPWS
58
Kestra Private Wealth Services
Texas
$425K -$196K -20,199 -32%
IWM
59
IHT Wealth Management
Illinois
$423K -$15.8K -1,622 -4%
TCM
60
Triumph Capital Management
Colorado
$423K +$71.3K +7,343 +20%
SOS
61
Silver Oak Securities
Tennessee
$414K +$354K +36,457 +612%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$414K -$97.1K -10,002 -19%
FFS
63
Founders Financial Securities
Maryland
$408K -$131K -13,447 -24%
JP Morgan Chase
64
JP Morgan Chase
New York
$405K +$371K +38,197 +1,139%
JF
65
Jump Financial
Illinois
$404K -$16.5K -1,700 -4%
EWM
66
EPG Wealth Management
Georgia
$372K -$599K -61,675 -62%
BPA
67
Beacon Pointe Advisors
California
$360K -$300K -30,933 -46%
EE
68
EWG Elevate
California
$355K – – –
MCC
69
Money Concepts Capital
Florida
$307K +$306K +31,467 New
CWM
70
Collaborative Wealth Management
Florida
$306K -$81.8K -8,419 -21%
BCMLT
71
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K -$82.8K -8,521 -21%
PI
72
Putnam Investments
Massachusetts
$301K +$122K +12,573 +69%
TC
73
TownSquare Capital
Utah
$297K +$176K +18,169 +148%
CSS
74
Cubist Systematic Strategies
Connecticut
$291K -$341K -35,143 -54%
WWM
75
Western Wealth Management
Colorado
$267K -$291K -29,936 -52%
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CION Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2022, worth a combined $330M — up 150% from $132M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CION positions and 21 closed out — a net gain of 15 holders — while 46 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.7M. The largest seller was Millennium Management, cutting an estimated $3M.

  • 172 institutional investors held CION Investment (CION) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $330M of CION Investment stock for Q4 2022, up 150% quarter-over-quarter.
  • 36 funds opened new CION Investment positions in Q4 2022 and 21 closed out, a net change of +15 holders.
  • The largest CION Investment buyer in Q4 2022 was Invesco, an estimated $10.7M added.
  • The largest CION Investment seller in Q4 2022 was Millennium Management, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.