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CION Investment

160 hedge funds and large institutions have $132M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 19

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more capital invested

Capital invested by funds: $87.3M → $132M (+$44.5M)

24% more funds holding

Funds holding: 129160 (+31)

9.46% more ownership

Funds ownership: 17.64%27.1% (+9.5%)

82% less call options, than puts

Call options by funds: $144K | Put options by funds: $790K

Holders
160
Holders Change
+31
Holders Change %
+24.03%
% of All Funds
2.76%
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
88
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$217K -$52.7K -5,609 -20%
WIA
77
World Investment Advisors
California
$215K
HighTower Advisors
78
HighTower Advisors
Illinois
$201K +$91.4K +9,735 +70%
Cerity Partners
79
Cerity Partners
New York
$201K +$222K +23,611 New
Franklin Resources
80
Franklin Resources
California
$200K +$221K +23,500 New
Man Group
81
Man Group
United Kingdom
$198K +$219K +23,300 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$196K +$64.4K +6,861 +43%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$196K +$148K +15,792 +216%
MCM
84
Monument Capital Management
Virginia
$171K +$41.5K +4,423 +28%
SL
85
SWMG LLC
Texas
$165K +$182K +19,374 New
DI
86
DFPG Investments
Utah
$160K -$3.24K -345 -2%
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$158K
YIH
88
Y-Intercept (HK)
Hong Kong
$156K +$173K +18,383 New
PI
89
Putnam Investments
Massachusetts
$155K +$172K +18,287 New
Fisher Asset Management
90
Fisher Asset Management
Washington
$153K -$24.2K -2,579 -13%
JG
91
Jefferies Group
New York
$149K +$164K +17,478 New
LWM
92
Laidlaw Wealth Management
New York
$147K +$54.1K +5,765 +50%
BCM
93
Brookstone Capital Management
Illinois
$147K +$163K +17,393 New
PIA
94
Perennial Investment Advisors
California
$145K +$63.6K +6,770 +66%
AAS
95
Avantax Advisory Services
Texas
$145K +$161K +17,101 New
Northern Trust
96
Northern Trust
Illinois
$137K +$152K +16,156 New
CF
97
Centaurus Financial
California
$134K +$148K +15,806 New
NWMG
98
National Wealth Management Group
Ohio
$121K -$38.4K -4,087 -22%
LW
99
Linscomb Wealth
Texas
$118K +$131K +13,929 New
GVAG
100
Great Valley Advisor Group
Delaware
$114K +$125K +13,354 New

CION Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2022, worth a combined $132M — up 51% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CION positions and 15 closed out — a net gain of 33 holders — while 88 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Geneos Wealth Management, cutting an estimated $884K.

  • 160 institutional investors held CION Investment (CION) as of Q3 2022, up from 129 in Q2 2022.
  • Funds reported $132M of CION Investment stock for Q3 2022, up 51% quarter-over-quarter.
  • 48 funds opened new CION Investment positions in Q3 2022 and 15 closed out, a net change of +33 holders.
  • The largest CION Investment buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $4.21M added.
  • The largest CION Investment seller in Q3 2022 was Geneos Wealth Management, an estimated $884K sold.

Based on aggregated 13F filings for Q3 2022.