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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 %
TSWM
126
Tyler-Stone Wealth Management
Ohio
$54K +$27.3K +3,204 +102%
Bank of America
127
Bank of America
North Carolina
$50K +$28.3K +3,299 +130%
AWM
128
Atticus Wealth Management
Florida
$48K – – –
VIA
129
Virtus Investment Advisers
Connecticut
$48K +$48K +5,686 New
NFSG
130
Newbridge Financial Services Group
Florida
$45K -$46.3K -5,478 -51%
S
131
SignatureFD
Georgia
$40K +$20.9K +2,440 +110%
AIP
132
Almanack Investment Partners
Pennsylvania
$39K +$39K +4,709 New
CM
133
Caption Management
Oklahoma
$36K +$36K +4,071 New
JGCM
134
Joseph Group Capital Management
Ohio
$36K +$36K +4,294 New
AC
135
Almitas Capital
California
$34K +$34K +3,987 New
AF
136
Allworth Financial
California
$31K +$10.3K +1,229 +50%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$29K +$29K +3,355 New
TFS
138
TrustCore Financial Services
Tennessee
$26K +$8.66K +1,011 +50%
GI
139
Gradient Investments
Minnesota
$26K +$17.9K +2,112 +221%
FCG
140
Financial Connections Group
California
$22K +$7.33K +877 +50%
EC
141
EdgeRock Capital
Colorado
$21K +$21K +2,431 New
WAM
142
Worth Asset Management
Texas
$17K +$5.6K +673 +49%
IWP
143
IAG Wealth Partners
Wisconsin
$15K -$12.6K -1,528 -46%
NWM
144
Navigation Wealth Management
Colorado
$15K +$5.02K +573 +50%
US Bancorp
145
US Bancorp
Minnesota
$14K – – –
SPIA
146
Steward Partners Investment Advisory
New York
$13K -$990 -119 -7%
TRCT
147
Tower Research Capital (TRC)
New York
$12K +$12K +1,406 New
WWM
148
Wagner Wealth Management
South Carolina
$9K +$9K +1,063 New
GRP
149
Global Retirement Partners
California
$8K +$2.67K +271 +50%
SWA
150
SOA Wealth Advisors
New York
$7K +$2.34K +285 +50%
3 4 5
6
7