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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 %
PWA
126
Providence Wealth Advisors
Illinois
$117K +$117K +11,146 New
STAS
127
Strong Tower Advisory Services
Minnesota
$116K – – –
B
128
Bensler
Washington
$116K +$2.89K +278 +3%
UCFA
129
United Capital Financial Advisors
Texas
$114K – – –
VCM
130
Virtue Capital Management
Tennessee
$113K +$113K +10,786 New
FWM
131
Focused Wealth Management
New York
$111K +$4.56K +439 +4%
AWM
132
Atticus Wealth Management
Florida
$110K – – –
GC
133
Guggenheim Capital
Illinois
$110K -$1.64K -158 -1%
RA
134
RFG Advisory
Alabama
$109K +$477 +46 +0.4%
IAA
135
Independent Advisor Alliance
North Carolina
$107K +$1.59K +153 +2%
AAS
136
Avantax Advisory Services
Texas
$106K -$161K -15,542 -60%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$98K -$16.8K -1,623 -15%
GWM
138
Geneos Wealth Management
Colorado
$78.5K -$5.81K -560 -7%
TRCT
139
Tower Research Capital (TRC)
New York
$67.1K +$40.4K +3,888 +151%
CFGS
140
Concourse Financial Group Securities
Alabama
$66.1K +$561 +54 +0.9%
Wells Fargo
141
Wells Fargo
California
$62.8K -$10 -1 -0%
SS
142
Sunbelt Securities
Texas
$59.6K -$33.3K -3,209 -36%
PTC
143
Private Trust Company
Ohio
$58.2K – – –
CFD
144
Creative Financial Designs
Indiana
$51.9K +$51.9K +5,000 New
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$45.7K -$333K -32,071 -88%
JGCM
146
Joseph Group Capital Management
Ohio
$42.9K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$40.6K +$10 +1 +0%
TSWM
148
Tyler-Stone Wealth Management
Ohio
$40K +$40K +3,863 New
AF
149
Allworth Financial
California
$38.3K – – –
S
150
SignatureFD
Georgia
$34.3K -$14.1K -1,356 -29%
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6
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