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CION Investment
CION

167 hedge funds and large institutions have $173M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $243K | Put options by funds: $120K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.91% less ownership

Funds ownership: 33.2% → 32.29% (-0.91%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 172 → 167 (-5)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

48% less capital invested

Capital invested by funds: $330M → $173M (-$157M)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% 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
51
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.48M
2
Jane Street
Jane Street
New York
+$1.32M
3
CCM
Callodine Capital Management
Massachusetts
+$1.31M
4
PI
Putnam Investments
Massachusetts
+$1.05M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$983K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$4.1M
2
Millennium Management
Millennium Management
New York
-$3.88M
3
BlackRock
BlackRock
New York
-$1.83M
4
Man Group
Man Group
United Kingdom
-$1.3M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
51
Regatta Capital Group
California
$504K – – –
Goldman Sachs
52
Goldman Sachs
New York
$475K +$504K +48,098 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$466K +$495K +47,260 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$465K +$48.5K +4,625 +11%
CSS
55
Cubist Systematic Strategies
Connecticut
$460K +$176K +16,801 +56%
Millennium Management
56
Millennium Management
New York
$432K -$3.88M -370,484 -89%
IWM
57
IHT Wealth Management
Illinois
$430K +$2.31K +221 +0.5%
Mariner
58
Mariner
Kansas
$417K -$116K -11,039 -21%
FFS
59
Founders Financial Securities
Maryland
$413K – – –
RJFSA
60
Raymond James Financial Services Advisors
Florida
$413K -$24K -2,290 -5%
QC
61
Quadrature Capital
United Kingdom
$405K -$215K -20,537 -33%
SOS
62
Silver Oak Securities
Tennessee
$397K -$22.8K -2,180 -5%
EWM
63
EPG Wealth Management
Georgia
$389K +$13.3K +1,265 +3%
SEI Investments
64
SEI Investments
Pennsylvania
$379K +$402K +38,416 New
KPWS
65
Kestra Private Wealth Services
Texas
$372K -$61.9K -5,907 -14%
UBS Group
66
UBS Group
Switzerland
$371K +$315K +30,052 +400%
Man Group
67
Man Group
United Kingdom
$366K -$1.3M -124,359 Closed
JP Morgan Chase
68
JP Morgan Chase
New York
$360K -$53.2K -5,079 -12%
CBFP
69
Cedar Brook Financial Partners
Ohio
$341K -$175K -16,742 -33%
JF
70
Jump Financial
Illinois
$331K -$82.7K -7,898 -19%
CWM
71
Collaborative Wealth Management
Florida
$306K -$3.92K -374 -1%
TC
72
TownSquare Capital
Utah
$300K +$136 +13 +0%
EE
73
EWG Elevate
California
$297K -$66.7K -6,362 -17%
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K -$13.6K -1,299 -4%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$287K +$304K +29,041 New
1 2
3
4 5

CION Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2023, worth a combined $173M — down 48% from $330M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CION and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.48M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.1M.

  • 167 institutional investors held CION Investment (CION) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $173M of CION Investment stock for Q1 2023, down 48% quarter-over-quarter.
  • 20 funds opened new CION Investment positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2023 was Renaissance Technologies, an estimated $2.48M added.
  • The largest CION Investment seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2023.