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CION Investment
CION

Overview Fund Activity

128 hedge funds and large institutions have $86.7M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 49 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+56
Holders Change %
+77.78%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
49
Reduced
7
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$4.87M
2
LPL Financial
2
LPL Financial
California
$4.19M
3
Millennium Management
3
Millennium Management
New York
$6.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.73M

Top Sellers

1
KM
1
Kalos Management
Georgia
$451K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$459K
4
Jane Street
4
Jane Street
New York
$0
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$162K +$162K +18,616 New
NWMG
77
National Wealth Management Group
Ohio
$159K +$45.3K +5,210 +40%
DI
78
DFPG Investments
Utah
$154K +$55.4K +6,657 +56%
HWM
79
Heirloom Wealth Management
Colorado
$152K +$16.1K +1,726 +12%
CWM
80
Capital Wealth Management
Rhode Island
$150K +$150K +17,214 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$140K +$80.6K +9,279 +136%
MCM
82
Monument Capital Management
Virginia
$137K +$137K +15,741 New
SF
83
Symphony Financial
Texas
$135K – – –
WWG
84
West Wealth Group
California
$132K +$132K +15,197 New
Citadel Advisors
85
Citadel Advisors
Florida
$130K +$130K +14,952 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$125K +$125K +14,398 New
HighTower Advisors
87
HighTower Advisors
Illinois
$122K -$12.5K -1,425 -9%
DWM
88
Denver Wealth Management
Colorado
$121K +$121K +13,960 New
AWS
89
Atria Wealth Solutions
New York
$119K +$119K +13,705 New
IP
90
Ignite Planners
California
$115K +$115K +13,040 New
SWP
91
Stratos Wealth Partners
Ohio
$115K +$115K +13,219 New
SB
92
Strategic Blueprint
Georgia
$112K +$112K +12,819 New
AOG
93
Alpha Omega Group
Virginia
$109K +$109K +12,544 New
LWM
94
Laidlaw Wealth Management
New York
$100K +$100K +11,528 New
NFSG
95
Newbridge Financial Services Group
Florida
$94K +$94K +10,801 New
HF
96
HRT Financial
New York
$93K +$93K +10,753 New
PIA
97
Perennial Investment Advisors
California
$90K +$90K +10,316 New
TC
98
TownSquare Capital
Utah
$88K +$88K +10,099 New
UBS Group
99
UBS Group
Switzerland
$67K -$170K -19,254 -72%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$64K +$29.3K +3,350 +84%
2 3
4
5 6