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CION Investment
CION

Overview Fund Activity

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$3.75M
2
Jane Street
Jane Street
New York
$1.24M
3
CCM
Callodine Capital Management
Massachusetts
$1.23M
4
PI
Putnam Investments
Massachusetts
$1.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.27M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
$28.7K
2
Millennium Management
Millennium Management
New York
$432K
3
BlackRock
BlackRock
New York
$3.01M
4
Man Group
Man Group
United Kingdom
$366K
5
Invesco
Invesco
Georgia
$9.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
STAS
126
Strong Tower Advisory Services
Minnesota
$111K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$109K +$11.2K +1,141 +11%
UCFA
128
United Capital Financial Advisors
Texas
$108K – – –
B
129
Bensler
Washington
$107K +$4.86K +492 +5%
IP
130
Ignite Planners
California
$107K – – –
GC
131
Guggenheim Capital
Illinois
$106K +$106K +10,741 New
AFP
132
Ausdal Financial Partners
Iowa
$106K – – –
AWM
133
Atticus Wealth Management
Florida
$105K – – –
RA
134
RFG Advisory
Alabama
$103K -$63.6K -6,439 -38%
FWM
135
Focused Wealth Management
New York
$101K +$1.51K +153 +2%
IAA
136
Independent Advisor Alliance
North Carolina
$101K – – –
AA
137
Advisory Alpha
Michigan
$98.9K -$2.46K -249 -2%
KM
138
Kalos Management
Georgia
$93.5K +$93.5K +9,471 New
SS
139
Sunbelt Securities
Texas
$86.5K +$86.5K +8,950 New
GWM
140
Geneos Wealth Management
Colorado
$80.2K +$15.5K +1,571 +24%
CFGS
141
Concourse Financial Group Securities
Alabama
$62.3K – – –
Wells Fargo
142
Wells Fargo
California
$59.7K +$40.8K +4,131 +215%
PTC
143
Private Trust Company
Ohio
$55.3K – – –
S
144
SignatureFD
Georgia
$46K – – –
JGCM
145
Joseph Group Capital Management
Ohio
$40.8K – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$38.5K +$39 +4 +0.1%
AssetMark Inc
147
AssetMark Inc
California
$38.3K +$38.3K +3,883 New
AF
148
Allworth Financial
California
$36.4K – – –
WIM
149
WealthPlan Investment Management
Nebraska
$28.7K -$3.86M -391,136 -99%
TRCT
150
Tower Research Capital (TRC)
New York
$25K +$9.98K +1,027 +66%
4 5
6
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