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CION Investment
CION

Overview Fund Activity

159 hedge funds and large institutions have $131M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+31
Holders Change %
+24.22%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
87
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.4M
2
BI
2
Bulldog Investors
New Jersey
$8.29M
3
LPL Financial
3
LPL Financial
California
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.58M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.63M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$55K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
KM
4
Kalos Management
Georgia
$0
5
EGM
5
Engineers Gate Manager
New York
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
76
World Investment Advisors
California
$215K – – –
HighTower Advisors
77
HighTower Advisors
Illinois
$201K +$82.6K +9,735 +70%
Cerity Partners
78
Cerity Partners
New York
$201K +$201K +23,611 New
Franklin Resources
79
Franklin Resources
California
$200K +$200K +23,500 New
Man Group
80
Man Group
United Kingdom
$198K +$198K +23,300 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$196K +$58.5K +6,861 +43%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$196K +$134K +15,792 +216%
MCM
83
Monument Capital Management
Virginia
$171K +$37.5K +4,423 +28%
SL
84
SWMG LLC
Texas
$165K +$165K +19,374 New
DI
85
DFPG Investments
Utah
$160K -$3.04K -345 -2%
SBIA
86
Sheaff Brock Investment Advisors
Indiana
$158K – – –
YIH
87
Y-Intercept (HK)
Hong Kong
$156K +$156K +18,383 New
PI
88
Putnam Investments
Massachusetts
$155K +$155K +18,287 New
Fisher Asset Management
89
Fisher Asset Management
Washington
$153K -$21.9K -2,579 -13%
JG
90
Jefferies Group
New York
$149K +$149K +17,478 New
LWM
91
Laidlaw Wealth Management
New York
$147K +$49K +5,765 +50%
BCM
92
Brookstone Capital Management
Illinois
$147K +$147K +17,393 New
PIA
93
Perennial Investment Advisors
California
$145K +$57.5K +6,770 +66%
AAS
94
Avantax Advisory Services
Texas
$145K +$145K +17,101 New
Northern Trust
95
Northern Trust
Illinois
$137K +$137K +16,156 New
CF
96
Centaurus Financial
California
$134K +$134K +15,806 New
NWMG
97
National Wealth Management Group
Ohio
$121K -$34.7K -4,087 -22%
LW
98
Linscomb Wealth
Texas
$118K +$118K +13,929 New
GVAG
99
Great Valley Advisor Group
Delaware
$114K +$114K +13,354 New
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$113K +$113K +13,335 New
2 3
4
5 6