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CION Investment
CION

Overview Fund Activity

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$151M
2
Invesco
2
Invesco
Georgia
$10.8M
3
VanEck Associates
3
VanEck Associates
New York
$7.32M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$16.4M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.28M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.68M
3
KAS
3
Kestra Advisory Services
Texas
$5.57M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$685K
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
151
New England Capital Financial Advisors
Connecticut
$18.3K +$18.3K +1,720 New
US Bancorp
152
US Bancorp
Minnesota
$15.5K – – –
SPIA
153
Steward Partners Investment Advisory
New York
$15.2K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$15K +$1.36K +140 +10%
MFT
155
Moisand Fitzgerald Tamayo
Florida
$14.8K +$14.8K +1,518 New
GI
156
Gradient Investments
Minnesota
$13.4K -$16.5K -1,694 -55%
Simplex Trading
157
Simplex Trading
Illinois
$12K -$70K -7,604 -85%
SWA
158
SOA Wealth Advisors
New York
$8.33K – – –
GRP
159
Global Retirement Partners
California
$7.93K – – –
IGWM
160
ICA Group Wealth Management
Colorado
$7.18K +$7.18K +736 New
PWS
161
Paragon Wealth Strategies
Florida
$5.7K +$166 +17 +3%
KA
162
Kozak & Associates
Colorado
$5K – – –
SSC
163
Syverson Strege & Co
Iowa
$4.66K – – –
AWM
164
Accurate Wealth Management
Florida
$4.28K +$4.28K +403 New
RWPA
165
Richard W. Paul & Associates
Michigan
$2.78K +$2.78K +285 New
Citigroup
166
Citigroup
New York
$2.65K – – –
TCM
167
Tradewinds Capital Management
Washington
$2.41K – – –
Group One Trading
168
Group One Trading
Illinois
$1.95K +$1.95K +200 New
PAG
169
Private Advisor Group
New Jersey
$975 -$143 -14,660 -13%
IAA
170
Independent Advisor Alliance
North Carolina
$99 -$9 -913 -8%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$10 -$10 -1 -50%
CP
172
CenterBook Partners
Connecticut
– -$347K -40,871 Closed
CWM
173
Capital Wealth Management
Rhode Island
– -$225K -26,471 Closed
GCP
174
GSA Capital Partners
United Kingdom
– -$223K -26,193 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
– -$156K -18,383 Closed
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