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CION Investment

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$475K +$475K +48,098 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$466K +$466K +47,260 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$465K +$45.6K +4,625 +11%
CSS
54
Cubist Systematic Strategies
Connecticut
$460K +$166K +16,801 +56%
Millennium Management
55
Millennium Management
New York
$432K -$3.66M -370,484 -89%
IWM
56
IHT Wealth Management
Illinois
$430K +$2.18K +221 +0.5%
Mariner
57
Mariner
Kansas
$417K -$109K -11,039 -21%
FFS
58
Founders Financial Securities
Maryland
$413K
RJFSA
59
Raymond James Financial Services Advisors
Florida
$413K -$22.6K -2,290 -5%
QC
60
Quadrature Capital
United Kingdom
$405K -$203K -20,537 -33%
SOS
61
Silver Oak Securities
Tennessee
$397K -$21.5K -2,180 -5%
EWM
62
EPG Wealth Management
Georgia
$389K +$12.5K +1,265 +3%
SEI Investments
63
SEI Investments
Pennsylvania
$379K +$379K +38,416 New
KPWS
64
Kestra Private Wealth Services
Texas
$372K -$58.3K -5,907 -14%
UBS Group
65
UBS Group
Switzerland
$371K +$297K +30,052 +400%
Man Group
66
Man Group
United Kingdom
$366K -$1.21M -124,359 Closed
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$360K -$50.1K -5,079 -12%
CBFP
68
Cedar Brook Financial Partners
Ohio
$341K -$165K -16,742 -33%
JF
69
Jump Financial
Illinois
$331K -$78K -7,898 -19%
CWM
70
Collaborative Wealth Management
Florida
$306K -$3.69K -374 -1%
TC
71
TownSquare Capital
Utah
$300K +$128 +13 +0%
EE
72
EWG Elevate
California
$297K -$62.8K -6,362 -17%
BCMLT
73
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K -$12.8K -1,299 -4%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$287K +$287K +29,041 New
EGM
75
Engineers Gate Manager
New York
$283K -$228K -23,147 -45%