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CION Investment
CION

160 hedge funds and large institutions have $132M invested in CION Investment in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 19

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

51% more capital invested

Capital invested by funds: $87.3M → $132M (+$44.5M)

24% more funds holding

Funds holding: 129 → 160 (+31)

9.46% more ownership

Funds ownership: 17.64% → 27.1% (+9.5%)

82% less call options, than puts

Call options by funds: $144K | Put options by funds: $790K

Holders
160
Holders Change
+31
Holders Change %
+24.03%
% of All Funds
2.76%
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
88
Reduced
19
Closed
15
Calls
$144K
Puts
$790K
Net Calls
-$646K
Net Calls Change
-$639K

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.21M
2
BI
Bulldog Investors
New Jersey
+$2.87M
3
LPL Financial
LPL Financial
California
+$2.87M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$884K
2
AWA
Arete Wealth Advisors
Illinois
-$566K
3
EGM
Engineers Gate Manager
New York
-$479K
4
Goldman Sachs
Goldman Sachs
New York
-$459K
5
KM
Kalos Management
Georgia
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
SOA Wealth Advisors
New York
$7K +$2.67K +285 +50%
PWS
152
Paragon Wealth Strategies
Florida
$5K +$5.33K +568 New
VCM
153
Versant Capital Management
Arizona
$5K +$5.73K +610 New
Wells Fargo
154
Wells Fargo
California
$4K -$17.4K -1,855 -78%
SSC
155
Syverson Strege & Co
Iowa
$4K +$1.5K +160 +50%
KA
156
Kozak & Associates
Colorado
$4K +$1.51K +161 +50%
Citigroup
157
Citigroup
New York
$2K -$6.78K -722 -73%
RA
158
Rise Advisors
New York
$2K -$2.33K -248 -55%
TCM
159
Tradewinds Capital Management
Washington
$2K +$2.32K +247 New
AWA
160
Arete Wealth Advisors
Illinois
– -$566K -65,108 Closed
Goldman Sachs
161
Goldman Sachs
New York
– -$459K -52,741 Closed
KM
162
Kalos Management
Georgia
– -$451K -51,448 Closed
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
– -$299K -34,343 Closed
OQS
164
Occudo Quantitative Strategies
Florida
– -$191K -21,944 Closed
SSA
165
Schonfeld Strategic Advisors
New York
– -$169K -19,400 Closed
FGAM
166
Financial Gravity Asset Management
Texas
– -$143 -16,561 Closed
SF
167
Symphony Financial
Texas
– -$135K -15,533 Closed
DWM
168
Denver Wealth Management
Colorado
– -$121K -13,960 Closed
SWP
169
Stratos Wealth Partners
Ohio
– -$115K -13,219 Closed
AOG
170
Alpha Omega Group
Virginia
– -$109K -12,544 Closed
HF
171
HRT Financial
New York
– -$93K -10,753 Closed
PTC
172
Private Trust Company
Ohio
– -$16K -1,866 Closed
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
– -$8K -938 Closed
HWMA
174
Heritage Wealth Management (Arizona)
Arizona
– -$7.86K -903 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
– +$19 +2 New
3 4 5 6
7

CION Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2022, worth a combined $132M — up 51% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CION positions and 15 closed out — a net gain of 33 holders — while 88 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Geneos Wealth Management, cutting an estimated $884K.

  • 160 institutional investors held CION Investment (CION) as of Q3 2022, up from 129 in Q2 2022.
  • Funds reported $132M of CION Investment stock for Q3 2022, up 51% quarter-over-quarter.
  • 48 funds opened new CION Investment positions in Q3 2022 and 15 closed out, a net change of +33 holders.
  • The largest CION Investment buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $4.21M added.
  • The largest CION Investment seller in Q3 2022 was Geneos Wealth Management, an estimated $884K sold.

Based on aggregated 13F filings for Q3 2022.