We are live on ! Find out more
CION icon

CION Investment
CION

172 hedge funds and large institutions have $330M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $132M → $330M (+$198M)

81% more call options, than puts

Call options by funds: $440K | Put options by funds: $243K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

8% more funds holding

Funds holding: 160 → 172 (+12)

6.1% more ownership

Funds ownership: 27.1% → 33.2% (+6.1%)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% 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
46
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
Invesco
Invesco
Georgia
+$10.7M
2
VanEck Associates
VanEck Associates
New York
+$7.29M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$6.47M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.33M
5
LPL Financial
LPL Financial
California
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
KAS
Kestra Advisory Services
Texas
-$896K
4
Two Sigma Investments
Two Sigma Investments
New York
-$800K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$173K -$4.86K -500 -3%
AllianceBernstein
102
AllianceBernstein
Tennessee
$171K +$170K +17,509 New
SQA
103
Simon Quick Advisors
New Jersey
$170K +$170K +17,469 New
LWM
104
Laidlaw Wealth Management
New York
$169K – – –
SAG
105
SageView Advisory Group
California
$169K +$168K +17,292 New
FWM
106
Foresight Wealth Management
Utah
$168K -$349K -35,964 -68%
TI
107
Trexquant Investment
Connecticut
$167K +$167K +17,179 New
DWM
108
Denver Wealth Management
Colorado
$166K +$166K +17,068 New
TLA
109
Tanglewood Legacy Advisors
Texas
$164K +$164K +16,865 New
VF
110
Virtu Financial
New York
$160K +$159K +16,412 New
AAS
111
Avantax Advisory Services
Texas
$147K -$19.3K -1,992 -12%
HI
112
Harbour Investments
Wisconsin
$146K -$221K -22,800 -60%
RFN
113
Redwood Financial Network
Ohio
$143K +$142K +14,668 New
SWM
114
Spire Wealth Management
Virginia
$141K +$47.3K +4,867 +51%
Stifel Financial
115
Stifel Financial
Missouri
$140K +$13.7K +1,409 +11%
VEA
116
Virtus ETF Advisers
New York
$139K +$16.1K +1,661 +13%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$130K – – –
GVAG
118
Great Valley Advisor Group
Delaware
$128K -$1.97K -203 -2%
CCP
119
Carmel Capital Partners
California
$127K +$23.4K +2,405 +23%
IP
120
Ignite Planners
California
$121K -$9.29K -957 -8%
QT
121
Quantbot Technologies
New York
$120K +$120K +12,351 New
SWP
122
Stratos Wealth Partners
Ohio
$120K +$119K +12,304 New
Fisher Asset Management
123
Fisher Asset Management
Washington
$119K -$56.5K -5,821 -32%
GCM
124
Gallacher Capital Management
Colorado
$117K +$117K +12,004 New
STAS
125
Strong Tower Advisory Services
Minnesota
$109K – – –
3 4
5
6 7

CION Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2022, worth a combined $330M — up 150% from $132M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CION positions and 21 closed out — a net gain of 15 holders — while 46 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.7M. The largest seller was Millennium Management, cutting an estimated $3M.

  • 172 institutional investors held CION Investment (CION) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $330M of CION Investment stock for Q4 2022, up 150% quarter-over-quarter.
  • 36 funds opened new CION Investment positions in Q4 2022 and 21 closed out, a net change of +15 holders.
  • The largest CION Investment buyer in Q4 2022 was Invesco, an estimated $10.7M added.
  • The largest CION Investment seller in Q4 2022 was Millennium Management, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.