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CION Investment
CION

167 hedge funds and large institutions have $173M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $243K | Put options by funds: $120K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.91% less ownership

Funds ownership: 33.2% → 32.29% (-0.91%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 172 → 167 (-5)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

48% less capital invested

Capital invested by funds: $330M → $173M (-$157M)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
51
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.48M
2
Jane Street
Jane Street
New York
+$1.32M
3
CCM
Callodine Capital Management
Massachusetts
+$1.31M
4
PI
Putnam Investments
Massachusetts
+$1.05M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$983K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$4.1M
2
Millennium Management
Millennium Management
New York
-$3.88M
3
BlackRock
BlackRock
New York
-$1.83M
4
Man Group
Man Group
United Kingdom
-$1.3M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
76
Engineers Gate Manager
New York
$283K -$243K -23,147 -45%
IAIM
77
International Assets Investment Management
Florida
$274K -$279K -26,588 -49%
WWM
78
Western Wealth Management
Colorado
$272K +$1.56K +149 +0.5%
NFSG
79
Newbridge Financial Services Group
Florida
$255K +$5.59K +534 +2%
AAS
80
Avantax Advisory Services
Texas
$254K +$111K +10,631 +70%
WIA
81
World Investment Advisors
California
$250K – – –
KIG
82
Kowal Investment Group
Wisconsin
$249K +$8.07K +770 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$248K +$28.7K +2,735 +12%
HighTower Advisors
84
HighTower Advisors
Illinois
$246K – – –
Northern Trust
85
Northern Trust
Illinois
$241K -$17.9K -1,711 -7%
Cerity Partners
86
Cerity Partners
New York
$233K – – –
Franklin Resources
87
Franklin Resources
California
$232K – – –
CIA
88
Cape Investment Advisory
Georgia
$224K +$238K +22,725 New
SB
89
Strategic Blueprint
Georgia
$222K -$25.4K -2,423 -10%
VEA
90
Virtus ETF Advisers
New York
$217K +$80.3K +7,665 +54%
DT
91
Diversified Trust
Tennessee
$208K -$3.56K -340 -2%
DI
92
DFPG Investments
Utah
$208K +$1.98K +189 +0.9%
WANY
93
Wealthspire Advisors (New York)
New York
$206K – – –
FPAS
94
Focus Partners Advisor Solutions
Missouri
$199K -$40.9K -3,906 -16%
EGA
95
Eagle Global Advisors
Texas
$192K +$204K +19,440 New
SL
96
SWMG LLC
Texas
$191K – – –
Creative Planning
97
Creative Planning
Kansas
$188K -$9.79K -934 -5%
PWM
98
Prosperity Wealth Management
California
$186K -$19.1K -1,819 -9%
CF
99
Centaurus Financial
California
$184K – – –
SBIA
100
Sheaff Brock Investment Advisors
Indiana
$184K – – –
2 3
4
5 6

CION Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2023, worth a combined $173M — down 48% from $330M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CION and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.48M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.1M.

  • 167 institutional investors held CION Investment (CION) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $173M of CION Investment stock for Q1 2023, down 48% quarter-over-quarter.
  • 20 funds opened new CION Investment positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2023 was Renaissance Technologies, an estimated $2.48M added.
  • The largest CION Investment seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2023.