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CION Investment

167 hedge funds and large institutions have $173M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $243K | Put options by funds: $120K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 33.2%32.29% (-0.91%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 172167 (-5)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

48% less capital invested

Capital invested by funds: $330M → $173M (-$157M)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% 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
51
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$115K -$7.19K -686 -6%
STAS
127
Strong Tower Advisory Services
Minnesota
$111K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$109K +$12K +1,141 +11%
UCFA
129
United Capital Financial Advisors
Texas
$108K
B
130
Bensler
Washington
$107K +$5.16K +492 +5%
IP
131
Ignite Planners
California
$107K
GC
132
Guggenheim Capital
Illinois
$106K +$113K +10,741 New
AFP
133
Ausdal Financial Partners
Iowa
$106K
AWM
134
Atticus Wealth Management
Florida
$105K
RA
135
RFG Advisory
Alabama
$103K -$67.5K -6,439 -38%
FWM
136
Focused Wealth Management
New York
$101K +$1.6K +153 +2%
IAA
137
Independent Advisor Alliance
North Carolina
$101K
AA
138
Advisory Alpha
Michigan
$98.9K -$2.61K -249 -2%
KM
139
Kalos Management
Georgia
$93.5K +$99.2K +9,471 New
SS
140
Sunbelt Securities
Texas
$86.5K +$93.8K +8,950 New
GWM
141
Geneos Wealth Management
Colorado
$80.2K +$16.5K +1,571 +24%
CFGS
142
Concourse Financial Group Securities
Alabama
$62.3K
Wells Fargo
143
Wells Fargo
California
$59.7K +$43.3K +4,131 +215%
PTC
144
Private Trust Company
Ohio
$55.3K
S
145
SignatureFD
Georgia
$46K
JGCM
146
Joseph Group Capital Management
Ohio
$40.8K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$38.5K +$42 +4 +0.1%
AssetMark Inc
148
AssetMark Inc
California
$38.3K +$40.7K +3,883 New
AF
149
Allworth Financial
California
$36.4K
WIM
150
WealthPlan Investment Management
Nebraska
$28.7K -$4.1M -391,136 -99%

CION Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2023, worth a combined $173M — down 48% from $330M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CION and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.48M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.1M.

  • 167 institutional investors held CION Investment (CION) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $173M of CION Investment stock for Q1 2023, down 48% quarter-over-quarter.
  • 20 funds opened new CION Investment positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2023 was Renaissance Technologies, an estimated $2.48M added.
  • The largest CION Investment seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2023.