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CION Investment
CION

Overview Fund Activity

72 hedge funds and large institutions have $67.1M invested in CION Investment in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 30 closing their positions.

Holders
72
Holders Change
-9
Holders Change %
-11.11%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
23
Reduced
18
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$4.87M
2
BlackRock
2
BlackRock
New York
$4.62M
3
BI
3
Bulldog Investors
New Jersey
$5.84M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.53M
5
AFAS
5
Acorn Financial Advisory Services
Virginia
$1.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$337K
2
AM
2
Ares Management
California
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$10.7M
5
KM
5
Kalos Management
Georgia
$3.43M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
– – -68,963 Closed
E
77
Ergoteles
New York
– – -57,725 Closed
CFG
78
Cooper Financial Group
California
– – -49,081 Closed
WAP
79
Wealthcare Advisory Partners
Pennsylvania
– – -46,476 Closed
PAG
80
Private Advisor Group
New Jersey
– – -41,350 Closed
CA
81
Continuum Advisory
Idaho
– – -34,031 Closed
TRCT
82
Tower Research Capital (TRC)
New York
– – -31,768 Closed
VF
83
Virtu Financial
New York
– – -30,196 Closed
GWM
84
Gitterman Wealth Management
New Jersey
– – -28,626 Closed
GWSG
85
GPS Wealth Strategies Group
Colorado
– – -24,176 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– – -18,184 Closed
AOG
87
Alpha Omega Group
Virginia
– – -17,842 Closed
HF
88
HRT Financial
New York
– – -15,813 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– – -15,100 Closed
SSA
90
Schonfeld Strategic Advisors
New York
– – -13,347 Closed
TCM
91
Triumph Capital Management
Colorado
– – -12,025 Closed
Creative Planning
92
Creative Planning
Kansas
– – -11,325 Closed
JSL
93
JT Stratford LLC
Georgia
– – -10,686 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
– – -10,296 Closed
AllianceBernstein
95
AllianceBernstein
Tennessee
– – -10,106 Closed
IWP
96
IAG Wealth Partners
Wisconsin
– – -5,195 Closed
TC
97
TAP Consulting
Missouri
– – -3,754 Closed
AssetMark Inc
98
AssetMark Inc
California
– – -2,726 Closed
TSWM
99
Tyler-Stone Wealth Management
Ohio
– – -1,767 Closed
SFPG
100
Stonebridge Financial Planning Group
Florida
– – -478 Closed
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4
5