CION icon

CION Investment
CION

Overview Fund Activity

168 hedge funds and large institutions have $177M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
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
52
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K

Top Buyers

1
Invesco
Invesco
Georgia
$12.1M
2
AGM
Alpine Global Management
New York
$667K
3
CCM
Callodine Capital Management
Massachusetts
$1.84M
4
BPA
Beacon Pointe Advisors
California
$441K
5
Two Sigma Investments
Two Sigma Investments
New York
$1.17M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.97M
2
Citadel Advisors
Citadel Advisors
Florida
$1.02K
3
PI
Putnam Investments
Massachusetts
$658K
4
KAS
Kestra Advisory Services
Texas
$4.76M
5
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
Laidlaw Wealth Management
New York
$180K – – –
GCP
102
GSA Capital Partners
United Kingdom
$179K +$179K +17,262 New
TLA
103
Tanglewood Legacy Advisors
Texas
$175K – – –
FPAS
104
Focus Partners Advisor Solutions
Missouri
$175K -$34.8K -3,357 -17%
SAG
105
SageView Advisory Group
California
$173K -$16.3K -1,572 -9%
WANY
106
Wealthspire Advisors (New York)
New York
$173K -$42.9K -4,136 -20%
Millennium Management
107
Millennium Management
New York
$170K -$283K -27,309 -62%
SWM
108
Spire Wealth Management
Virginia
$158K +$3.63K +350 +2%
HI
109
Harbour Investments
Wisconsin
$158K +$913 +88 +0.6%
DWP
110
Destiny Wealth Partners
Florida
$154K – – –
DWM
111
Denver Wealth Management
Colorado
$151K -$11.7K -1,124 -7%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$138K – – –
CCP
113
Carmel Capital Partners
California
$136K – – –
SWP
114
Stratos Wealth Partners
Ohio
$133K +$12.4K +1,199 +10%
Fisher Asset Management
115
Fisher Asset Management
Washington
$131K -$38.5K -3,705 -23%
GVAG
116
Great Valley Advisor Group
Delaware
$130K -$3.27K -315 -2%
AWM
117
Apollon Wealth Management
South Carolina
$128K +$128K +12,348 New
MCM
118
Monument Capital Management
Virginia
$127K – – –
LW
119
Linscomb Wealth
Texas
$127K +$1.03K +99 +0.8%
EGM
120
Engineers Gate Manager
New York
$125K -$172K -16,586 -58%
Bank of America
121
Bank of America
North Carolina
$123K -$29.3K -2,818 -19%
YIH
122
Y-Intercept (HK)
Hong Kong
$120K +$120K +11,584 New
Verition Fund Management
123
Verition Fund Management
Connecticut
$119K +$119K +11,484 New
AWA
124
Arete Wealth Advisors
Illinois
$118K -$42.2K -4,080 -26%
AA
125
Advisory Alpha
Michigan
$118K +$13.7K +1,318 +13%
3 4
5
6 7