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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 %
PWS
151
Paragon Wealth Strategies
Florida
$5K +$5K +568 New
VCM
152
Versant Capital Management
Arizona
$5K +$5K +610 New
Wells Fargo
153
Wells Fargo
California
$4K -$14.4K -1,855 -78%
SSC
154
Syverson Strege & Co
Iowa
$4K +$1.34K +160 +50%
KA
155
Kozak & Associates
Colorado
$4K +$1.33K +161 +50%
Citigroup
156
Citigroup
New York
$2K -$5.31K -722 -73%
RA
157
Rise Advisors
New York
$2K -$2.44K -248 -55%
TCM
158
Tradewinds Capital Management
Washington
$2K +$2K +247 New
AWA
159
Arete Wealth Advisors
Illinois
– -$566K -65,108 Closed
Goldman Sachs
160
Goldman Sachs
New York
– -$459K -52,741 Closed
KM
161
Kalos Management
Georgia
– -$451K -51,448 Closed
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
– -$299K -34,343 Closed
OQS
163
Occudo Quantitative Strategies
Florida
– -$191K -21,944 Closed
SSA
164
Schonfeld Strategic Advisors
New York
– -$169K -19,400 Closed
FGAM
165
Financial Gravity Asset Management
Texas
– -$143 -16,561 Closed
SF
166
Symphony Financial
Texas
– -$135K -15,533 Closed
DWM
167
Denver Wealth Management
Colorado
– -$121K -13,960 Closed
SWP
168
Stratos Wealth Partners
Ohio
– -$115K -13,219 Closed
AOG
169
Alpha Omega Group
Virginia
– -$109K -12,544 Closed
HF
170
HRT Financial
New York
– -$93K -10,753 Closed
PTC
171
Private Trust Company
Ohio
– -$16K -1,866 Closed
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
– -$8K -938 Closed
HWMA
173
Heritage Wealth Management (Arizona)
Arizona
– -$7.86K -903 Closed
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