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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 %
WIM
151
WealthPlan Investment Management
Nebraska
$30.2K – – –
WAM
152
Worth Asset Management
Texas
$21.2K – – –
NECFA
153
New England Capital Financial Advisors
Connecticut
$19.5K +$602 +58 +3%
SPIA
154
Steward Partners Investment Advisory
New York
$16.2K – – –
GRP
155
Global Retirement Partners
California
$15.9K – – –
GI
156
Gradient Investments
Minnesota
$14.2K – – –
SWA
157
SOA Wealth Advisors
New York
$8.87K – – –
IGWM
158
ICA Group Wealth Management
Colorado
$7.64K – – –
KA
159
Kozak & Associates
Colorado
$5.1K – – –
SIS
160
Sound Income Strategies
Florida
$4.19K – – –
NA
161
NewEdge Advisors
Louisiana
$3.78K +$3.78K +364 New
RWPA
162
Richard W. Paul & Associates
Michigan
$2.96K – – –
Group One Trading
163
Group One Trading
Illinois
$2.08K – – –
IWP
164
IAG Wealth Partners
Wisconsin
$1.55K -$7.58K -730 -83%
Citadel Advisors
165
Citadel Advisors
Florida
$1.02K -$754K -72,687 -100%
QT
166
Quantbot Technologies
New York
$529 +$529 +51 New
FGAM
167
Financial Gravity Asset Management
Texas
$258 – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$21 +$11 +1 +100%
LCWP
169
Legacy Capital Wealth Partners
Arkansas
– -$593K -60,095 Closed
Goldman Sachs
170
Goldman Sachs
New York
– -$475K -48,098 Closed
CSS
171
Cubist Systematic Strategies
Connecticut
– -$460K -46,608 Closed
RJFSA
172
Raymond James Financial Services Advisors
Florida
– -$413K -41,826 Closed
TI
173
Trexquant Investment
Connecticut
– -$160K -16,202 Closed
XT
174
XTX Topco
Cayman Islands
– -$154K -15,592 Closed
HF
175
HRT Financial
New York
– -$149K -15,180 Closed
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