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CION Investment
CION

129 hedge funds and large institutions have $87.3M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 50 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 7

614% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 7

77% more funds holding

Funds holding: 73 → 129 (+56)

29% more capital invested

Capital invested by funds: $67.5M → $87.3M (+$19.9M)

9.39% more ownership

Funds ownership: 8.26% → 17.64% (+9.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
129
Holders Change
+56
Holders Change %
+76.71%
% of All Funds
2.17%
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
50
Reduced
7
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
+$6.01M
2
LPL Financial
LPL Financial
California
+$5.17M
3
Millennium Management
Millennium Management
New York
+$4.38M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.84M

Top Sellers

1
KM
Kalos Management
Georgia
-$1.95M
2
JP Morgan Chase
JP Morgan Chase
New York
-$733K
3
Goldman Sachs
Goldman Sachs
New York
-$546K
4
Jane Street
Jane Street
New York
-$348K
5
ECM
ExodusPoint Capital Management
New York
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$165K +$204K +18,967 New
SBIA
77
Sheaff Brock Investment Advisors
Indiana
$162K +$200K +18,616 New
NWMG
78
National Wealth Management Group
Ohio
$159K +$56K +5,210 +40%
DI
79
DFPG Investments
Utah
$154K +$71.5K +6,657 +56%
HWM
80
Heirloom Wealth Management
Colorado
$152K +$18.5K +1,726 +12%
CWM
81
Capital Wealth Management
Rhode Island
$150K +$185K +17,214 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$140K +$99.7K +9,279 +136%
MCM
83
Monument Capital Management
Virginia
$137K +$169K +15,741 New
SF
84
Symphony Financial
Texas
$135K – – –
WWG
85
West Wealth Group
California
$132K +$163K +15,197 New
Citadel Advisors
86
Citadel Advisors
Florida
$130K +$161K +14,952 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$125K +$155K +14,398 New
HighTower Advisors
88
HighTower Advisors
Illinois
$122K -$15.3K -1,425 -9%
DWM
89
Denver Wealth Management
Colorado
$121K +$150K +13,960 New
AWS
90
Atria Wealth Solutions
New York
$119K +$147K +13,705 New
IP
91
Ignite Planners
California
$115K +$140K +13,040 New
SWP
92
Stratos Wealth Partners
Ohio
$115K +$142K +13,219 New
SB
93
Strategic Blueprint
Georgia
$112K +$138K +12,819 New
AOG
94
Alpha Omega Group
Virginia
$109K +$135K +12,544 New
LWM
95
Laidlaw Wealth Management
New York
$100K +$124K +11,528 New
NFSG
96
Newbridge Financial Services Group
Florida
$94K +$116K +10,801 New
HF
97
HRT Financial
New York
$93K +$116K +10,753 New
PIA
98
Perennial Investment Advisors
California
$90K +$111K +10,316 New
TC
99
TownSquare Capital
Utah
$88K +$108K +10,099 New
UBS Group
100
UBS Group
Switzerland
$67K -$207K -19,254 -72%
2 3
4
5 6

CION Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2022, worth a combined $87.3M — up 29% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CION positions and 7 closed out — a net gain of 60 holders — while 50 added to existing stakes and 7 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $6.01M. The largest seller was Kalos Management, cutting an estimated $1.95M.

  • 129 institutional investors held CION Investment (CION) as of Q2 2022, up from 73 in Q1 2022.
  • Funds reported $87.3M of CION Investment stock for Q2 2022, up 29% quarter-over-quarter.
  • 67 funds opened new CION Investment positions in Q2 2022 and 7 closed out, a net change of +60 holders.
  • The largest CION Investment buyer in Q2 2022 was Pinkerton Retirement Specialists, an estimated $6.01M added.
  • The largest CION Investment seller in Q2 2022 was Kalos Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2022.