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CION Investment

169 hedge funds and large institutions have $179M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $551K | Put options by funds: $152K

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 167169 (+2)

3% more capital invested

Capital invested by funds: $173M → $179M (+$5.67M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.79% less ownership

Funds ownership: 32.29%31.5% (-0.79%)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

Holders
169
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
53
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
76
Kowal Investment Group
Wisconsin
$259K -$2.85K -289 -1%
SB
77
Strategic Blueprint
Georgia
$254K +$19.7K +1,999 +9%
HighTower Advisors
78
HighTower Advisors
Illinois
$246K -$13.3K -1,353 -5%
Cerity Partners
79
Cerity Partners
New York
$245K
Franklin Resources
80
Franklin Resources
California
$244K
DT
81
Diversified Trust
Tennessee
$230K +$10.8K +1,092 +5%
CBFP
82
Cedar Brook Financial Partners
Ohio
$227K -$125K -12,648 -37%
KWA
83
Kingswood Wealth Advisors
California
$220K +$209K +21,173 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$219K -$258K -26,157 -55%
IWC
85
Integrated Wealth Concepts
Massachusetts
$218K +$24.5K +2,487 +13%
IA
86
IFP Advisors
Florida
$214K +$15.2K +1,537 +8%
BCM
87
Brookstone Capital Management
Illinois
$213K +$33.3K +3,372 +20%
CF
88
Centaurus Financial
California
$209K +$14.4K +1,461 +8%
VEA
89
Virtus ETF Advisers
New York
$206K -$20.7K -2,103 -10%
PWM
90
Prosperity Wealth Management
California
$203K +$7.15K +725 +4%
CIA
91
Cape Investment Advisory
Georgia
$202K -$32K -3,247 -14%
EGA
92
Eagle Global Advisors
Texas
$202K
SL
93
SWMG LLC
Texas
$201K
MWM
94
Madison Wealth Management
Ohio
$200K +$190K +19,300 New
SQA
95
Simon Quick Advisors
New Jersey
$198K +$5.8K +588 +3%
RFN
96
Redwood Financial Network
Ohio
$197K +$4.27K +433 +2%
Creative Planning
97
Creative Planning
Kansas
$196K -$1.58K -160 -0.8%
SBIA
98
Sheaff Brock Investment Advisors
Indiana
$193K
AFG
99
Atomi Financial Group
New York
$189K +$180K +18,225 New
Man Group
100
Man Group
United Kingdom
$186K +$177K +17,926 New

CION Hedge Fund Activity: Q2 2023 in Review

169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2023, worth a combined $179M — up 3.3% from $173M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CION positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $1.81M. The largest seller was Renaissance Technologies, cutting an estimated $928K.

  • 169 institutional investors held CION Investment (CION) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $179M of CION Investment stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 17 funds opened new CION Investment positions in Q2 2023 and 15 closed out, a net change of +2 holders.
  • The largest CION Investment buyer in Q2 2023 was Invesco, an estimated $1.81M added.
  • The largest CION Investment seller in Q2 2023 was Renaissance Technologies, an estimated $928K sold.

Based on aggregated 13F filings for Q2 2023.