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CION Investment
CION

Overview Fund Activity

168 hedge funds and large institutions have $177M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
52
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K

Top Buyers

1
Invesco
Invesco
Georgia
$12.1M
2
AGM
Alpine Global Management
New York
$667K
3
CCM
Callodine Capital Management
Massachusetts
$1.84M
4
BPA
Beacon Pointe Advisors
California
$441K
5
Two Sigma Investments
Two Sigma Investments
New York
$1.17M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.97M
2
Citadel Advisors
Citadel Advisors
Florida
$1.02K
3
PI
Putnam Investments
Massachusetts
$658K
4
KAS
Kestra Advisory Services
Texas
$4.76M
5
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
76
Strategic Blueprint
Georgia
$254K +$20.8K +1,999 +9%
HighTower Advisors
77
HighTower Advisors
Illinois
$246K -$14.1K -1,353 -5%
Cerity Partners
78
Cerity Partners
New York
$245K – – –
Franklin Resources
79
Franklin Resources
California
$244K – – –
DT
80
Diversified Trust
Tennessee
$230K +$11.3K +1,092 +5%
CBFP
81
Cedar Brook Financial Partners
Ohio
$227K -$131K -12,648 -37%
KWA
82
Kingswood Wealth Advisors
California
$220K +$220K +21,173 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$219K -$272K -26,157 -55%
IWC
84
Integrated Wealth Concepts
Massachusetts
$218K +$25.8K +2,487 +13%
IA
85
IFP Advisors
Florida
$214K +$16K +1,537 +8%
BCM
86
Brookstone Capital Management
Illinois
$213K +$35.6K +3,372 +20%
CF
87
Centaurus Financial
California
$209K +$15.2K +1,461 +8%
VEA
88
Virtus ETF Advisers
New York
$206K -$21.8K -2,103 -10%
PWM
89
Prosperity Wealth Management
California
$203K +$7.53K +725 +4%
CIA
90
Cape Investment Advisory
Georgia
$202K -$33.7K -3,247 -14%
EGA
91
Eagle Global Advisors
Texas
$202K – – –
SL
92
SWMG LLC
Texas
$201K – – –
MWM
93
Madison Wealth Management
Ohio
$200K +$200K +19,300 New
SQA
94
Simon Quick Advisors
New Jersey
$198K +$6.1K +588 +3%
RFN
95
Redwood Financial Network
Ohio
$197K +$4.5K +433 +2%
Creative Planning
96
Creative Planning
Kansas
$196K -$1.66K -160 -0.8%
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$193K – – –
AFG
98
Atomi Financial Group
New York
$189K +$189K +18,225 New
Man Group
99
Man Group
United Kingdom
$186K +$186K +17,926 New
Northern Trust
100
Northern Trust
Illinois
$183K -$70.8K -6,818 -28%
2 3
4
5 6