We are live on ! Find out more
CION icon

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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$113K +$125K +13,335 New
UCFA
102
United Capital Financial Advisors
Texas
$111K +$123K +13,112 New
Stifel Financial
103
Stifel Financial
Missouri
$110K -$157K -16,755 -56%
UWM
104
USAdvisors Wealth Management
Minnesota
$108K +$119K +12,703 New
VEA
105
Virtus ETF Advisers
New York
$107K +$119K +12,643 New
HCM
106
Hilton Capital Management
New York
$106K +$117K +12,414 New
TC
107
TownSquare Capital
Utah
$104K +$20.1K +2,142 +21%
WWG
108
West Wealth Group
California
$102K -$29.1K -3,099 -20%
IP
109
Ignite Planners
California
$100K -$11.4K -1,214 -9%
AC
110
Apella Capital
Connecticut
$100K +$110K +11,721 New
STAS
111
Strong Tower Advisory Services
Minnesota
$95K +$105K +11,203 New
IAA
112
Independent Advisor Alliance
North Carolina
$94K +$104K +11,102 New
APW
113
Aurora Private Wealth
New Jersey
$93K +$103K +10,920 New
CCP
114
Carmel Capital Partners
California
$91K +$100K +10,670 New
AFP
115
Ausdal Financial Partners
Iowa
$91K +$100K +10,690 New
DC
116
Davenport & Co
Virginia
$89K +$97.9K +10,429 New
Marshall Wace
117
Marshall Wace
United Kingdom
$89K +$98.7K +10,511 New
AA
118
Advisory Alpha
Michigan
$87K +$96.4K +10,265 New
B
119
Bensler
Washington
$86.3K +$95.3K +10,149 New
FWM
120
Focused Wealth Management
New York
$84K +$27.6K +2,937 +42%
SWM
121
Spire Wealth Management
Virginia
$82K -$273K -29,076 -75%
Simplex Trading
122
Simplex Trading
Illinois
$75K +$81.7K +8,707 +4,354%
UBS Group
123
UBS Group
Switzerland
$64K -$272 -29 -0.4%
SOS
124
Silver Oak Securities
Tennessee
$63K -$263K -27,998 -82%
GWM
125
Geneos Wealth Management
Colorado
$55K -$884K -94,217 -93%

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.