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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 %
UCFA
101
United Capital Financial Advisors
Texas
$111K +$111K +13,112 New
Stifel Financial
102
Stifel Financial
Missouri
$110K -$142K -16,755 -56%
UWM
103
USAdvisors Wealth Management
Minnesota
$108K +$108K +12,703 New
VEA
104
Virtus ETF Advisers
New York
$107K +$107K +12,643 New
HCM
105
Hilton Capital Management
New York
$106K +$106K +12,414 New
TC
106
TownSquare Capital
Utah
$104K +$18.2K +2,142 +21%
WWG
107
West Wealth Group
California
$102K -$26.1K -3,099 -20%
IP
108
Ignite Planners
California
$100K -$10.3K -1,214 -9%
AC
109
Apella Capital
Connecticut
$100K +$100K +11,721 New
STAS
110
Strong Tower Advisory Services
Minnesota
$95K +$95K +11,203 New
IAA
111
Independent Advisor Alliance
North Carolina
$94K +$94K +11,102 New
APW
112
Aurora Private Wealth
New Jersey
$93K +$93K +10,920 New
CCP
113
Carmel Capital Partners
California
$91K +$91K +10,670 New
AFP
114
Ausdal Financial Partners
Iowa
$91K +$91K +10,690 New
DC
115
Davenport & Co
Virginia
$89K +$89K +10,429 New
Marshall Wace
116
Marshall Wace
United Kingdom
$89K +$89K +10,511 New
AA
117
Advisory Alpha
Michigan
$87K +$87K +10,265 New
B
118
Bensler
Washington
$86.3K +$86.3K +10,149 New
FWM
119
Focused Wealth Management
New York
$84K +$25K +2,937 +42%
SWM
120
Spire Wealth Management
Virginia
$82K -$248K -29,076 -75%
Simplex Trading
121
Simplex Trading
Illinois
$75K +$73.3K +8,707 +4,354%
UBS Group
122
UBS Group
Switzerland
$64K -$245 -29 -0.4%
SOS
123
Silver Oak Securities
Tennessee
$63K -$296K -27,998 -82%
GWM
124
Geneos Wealth Management
Colorado
$55K -$791K -94,217 -93%
CFGS
125
Concourse Financial Group Securities
Alabama
$54K +$18.3K +2,133 +51%
3 4
5
6 7