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CION Investment
CION

Overview Fund Activity

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$151M
2
Invesco
2
Invesco
Georgia
$10.8M
3
VanEck Associates
3
VanEck Associates
New York
$7.32M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$16.4M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.28M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.68M
3
KAS
3
Kestra Advisory Services
Texas
$5.57M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
101
AllianceBernstein
Tennessee
$171K +$171K +17,509 New
SQA
102
Simon Quick Advisors
New Jersey
$170K +$170K +17,469 New
LWM
103
Laidlaw Wealth Management
New York
$169K – – –
SAG
104
SageView Advisory Group
California
$169K +$169K +17,292 New
FWM
105
Foresight Wealth Management
Utah
$168K -$351K -35,964 -68%
TI
106
Trexquant Investment
Connecticut
$167K +$167K +17,179 New
DWM
107
Denver Wealth Management
Colorado
$166K +$166K +17,068 New
TLA
108
Tanglewood Legacy Advisors
Texas
$164K +$164K +16,865 New
VF
109
Virtu Financial
New York
$160K +$160K +16,412 New
AAS
110
Avantax Advisory Services
Texas
$147K -$19.4K -1,992 -12%
HI
111
Harbour Investments
Wisconsin
$146K -$222K -22,800 -60%
RFN
112
Redwood Financial Network
Ohio
$143K +$143K +14,668 New
SWM
113
Spire Wealth Management
Virginia
$141K +$47.3K +4,867 +51%
Stifel Financial
114
Stifel Financial
Missouri
$140K +$13.7K +1,409 +11%
VEA
115
Virtus ETF Advisers
New York
$139K +$16.2K +1,661 +13%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$130K – – –
GVAG
117
Great Valley Advisor Group
Delaware
$128K -$1.98K -203 -2%
CCP
118
Carmel Capital Partners
California
$127K +$23.4K +2,405 +23%
IP
119
Ignite Planners
California
$121K -$10.6K -957 -8%
QT
120
Quantbot Technologies
New York
$120K +$120K +12,351 New
SWP
121
Stratos Wealth Partners
Ohio
$120K +$120K +12,304 New
Fisher Asset Management
122
Fisher Asset Management
Washington
$119K -$56.9K -5,821 -32%
GCM
123
Gallacher Capital Management
Colorado
$117K +$117K +12,004 New
STAS
124
Strong Tower Advisory Services
Minnesota
$109K – – –
UCFA
125
United Capital Financial Advisors
Texas
$107K -$20.9K -2,143 -16%
3 4
5
6 7