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CION Investment
CION

Overview Fund Activity

168 hedge funds and large institutions have $177M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
52
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K

Top Buyers

1
Invesco
Invesco
Georgia
$12.1M
2
AGM
Alpine Global Management
New York
$667K
3
CCM
Callodine Capital Management
Massachusetts
$1.84M
4
BPA
Beacon Pointe Advisors
California
$441K
5
Two Sigma Investments
Two Sigma Investments
New York
$1.17M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.97M
2
Citadel Advisors
Citadel Advisors
Florida
$1.02K
3
PI
Putnam Investments
Massachusetts
$658K
4
KAS
Kestra Advisory Services
Texas
$4.76M
5
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$498K +$8.85K +853 +2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$449K -$93.3K -8,993 -17%
UBS Group
53
UBS Group
Switzerland
$448K +$58.4K +5,624 +15%
BPA
54
Beacon Pointe Advisors
California
$441K +$441K +42,530 New
Mariner
55
Mariner
Kansas
$436K -$3.3K -318 -0.8%
FFS
56
Founders Financial Securities
Maryland
$435K – – –
SEI Investments
57
SEI Investments
Pennsylvania
$399K – – –
SOS
58
Silver Oak Securities
Tennessee
$385K -$32.6K -3,143 -8%
IWM
59
IHT Wealth Management
Illinois
$385K -$67.8K -6,535 -15%
EWM
60
EPG Wealth Management
Georgia
$368K -$41.3K -3,975 -10%
KPWS
61
Kestra Private Wealth Services
Texas
$367K -$24.1K -2,323 -6%
JF
62
Jump Financial
Illinois
$357K +$9.32K +898 +3%
CWM
63
Collaborative Wealth Management
Florida
$322K +$145 +14 +0%
NFSG
64
Newbridge Financial Services Group
Florida
$311K +$43.4K +4,178 +16%
BCMLT
65
Beacon Capital Management LLC (Tennessee)
Tennessee
$310K – – –
EE
66
EWG Elevate
California
$306K -$6.42K -618 -2%
E
67
Ergoteles
New York
$300K +$300K +28,890 New
IAIM
68
International Assets Investment Management
Florida
$298K +$10.4K +1,000 +4%
TC
69
TownSquare Capital
Utah
$289K -$26.4K -2,546 -8%
WWM
70
Western Wealth Management
Colorado
$287K +$872 +84 +0.3%
QC
71
Quadrature Capital
United Kingdom
$276K -$149K -14,330 -35%
DI
72
DFPG Investments
Utah
$267K +$35.4K +3,215 +15%
WIA
73
World Investment Advisors
California
$262K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$262K +$592 +57 +0.2%
KIG
75
Kowal Investment Group
Wisconsin
$259K -$3K -289 -1%
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