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CION Investment
CION

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: 1 → 1 (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: 172 → 167 (-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

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.48M
2
Jane Street
Jane Street
New York
+$1.32M
3
CCM
Callodine Capital Management
Massachusetts
+$1.31M
4
PI
Putnam Investments
Massachusetts
+$1.05M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$983K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$4.1M
2
Millennium Management
Millennium Management
New York
-$3.88M
3
BlackRock
BlackRock
New York
-$1.83M
4
Man Group
Man Group
United Kingdom
-$1.3M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$25K +$10.8K +1,027 +66%
WAM
152
Worth Asset Management
Texas
$20.2K – – –
NECFA
153
New England Capital Financial Advisors
Connecticut
$18K +$1.09K +104 +6%
SPIA
154
Steward Partners Investment Advisory
New York
$15.4K – – –
GRP
155
Global Retirement Partners
California
$14.2K +$7.51K +717 +88%
GI
156
Gradient Investments
Minnesota
$13.5K – – –
AAS
157
Ameritas Advisory Services
Nebraska
$13.4K +$14.8K +1,416 New
IWP
158
IAG Wealth Partners
Wisconsin
$8.68K -$26.4K -2,517 -74%
SWA
159
SOA Wealth Advisors
New York
$8.43K – – –
IGWM
160
ICA Group Wealth Management
Colorado
$7.26K – – –
KA
161
Kozak & Associates
Colorado
$4.78K – – –
SSC
162
Syverson Strege & Co
Iowa
$4.72K – – –
SIS
163
Sound Income Strategies
Florida
$3.99K +$4.23K +404 New
RWPA
164
Richard W. Paul & Associates
Michigan
$2.81K – – –
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$2.29K -$1.21K -115 -0%
Group One Trading
166
Group One Trading
Illinois
$1.97K – – –
FGAM
167
Financial Gravity Asset Management
Texas
$245 +$260K +24,845 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$10 – – –
AWM
169
Apollon Wealth Management
South Carolina
– -$579K -59,396 Closed
BPA
170
Beacon Pointe Advisors
California
– -$360K -36,947 Closed
MCC
171
Money Concepts Capital
Florida
– -$307K -31,467 Closed
AllianceBernstein
172
AllianceBernstein
Tennessee
– -$171K -17,509 Closed
VF
173
Virtu Financial
New York
– -$160K -16,412 Closed
Stifel Financial
174
Stifel Financial
Missouri
– -$140K -14,376 Closed
QT
175
Quantbot Technologies
New York
– -$120K -12,351 Closed
4 5 6
7
8

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.