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CION Investment
CION

172 hedge funds and large institutions have $330M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $132M → $330M (+$198M)

81% more call options, than puts

Call options by funds: $440K | Put options by funds: $243K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

8% more funds holding

Funds holding: 160 → 172 (+12)

6.1% more ownership

Funds ownership: 27.1% → 33.2% (+6.1%)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% 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
46
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
Invesco
Invesco
Georgia
+$10.7M
2
VanEck Associates
VanEck Associates
New York
+$7.29M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$6.47M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.33M
5
LPL Financial
LPL Financial
California
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
KAS
Kestra Advisory Services
Texas
-$896K
4
Two Sigma Investments
Two Sigma Investments
New York
-$800K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
176
Y-Intercept (HK)
Hong Kong
– -$156K -18,383 Closed
PIA
177
Perennial Investment Advisors
California
– -$145K -17,086 Closed
NWMG
178
National Wealth Management Group
Ohio
– -$121K -14,220 Closed
UWM
179
USAdvisors Wealth Management
Minnesota
– -$108K -12,703 Closed
AC
180
Apella Capital
Connecticut
– -$100K -11,721 Closed
APW
181
Aurora Private Wealth
New Jersey
– -$93K -10,920 Closed
Marshall Wace
182
Marshall Wace
United Kingdom
– -$89K -10,511 Closed
DC
183
Davenport & Co
Virginia
– -$89K -10,429 Closed
VIA
184
Virtus Investment Advisers
Connecticut
– -$48K -5,686 Closed
AIP
185
Almanack Investment Partners
Pennsylvania
– -$39K -4,709 Closed
CM
186
Caption Management
Oklahoma
– -$36K -4,071 Closed
AC
187
Almitas Capital
California
– -$34K -3,987 Closed
FCG
188
Financial Connections Group
California
– -$22K -2,631 Closed
EC
189
EdgeRock Capital
Colorado
– -$21K -2,431 Closed
NWM
190
Navigation Wealth Management
Colorado
– -$15K -1,714 Closed
WWMSC
191
Wagner Wealth Management (South Carolina)
South Carolina
– -$9K -1,063 Closed
VCM
192
Versant Capital Management
Arizona
– -$5K -610 Closed
RA
193
Rise Advisors
New York
– -$2K -203 Closed
4 5 6 7
8

CION Hedge Fund Activity: Q4 2022 in Review

172 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2022, worth a combined $330M — up 150% from $132M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CION positions and 21 closed out — a net gain of 15 holders — while 46 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.7M. The largest seller was Millennium Management, cutting an estimated $3M.

  • 172 institutional investors held CION Investment (CION) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $330M of CION Investment stock for Q4 2022, up 150% quarter-over-quarter.
  • 36 funds opened new CION Investment positions in Q4 2022 and 21 closed out, a net change of +15 holders.
  • The largest CION Investment buyer in Q4 2022 was Invesco, an estimated $10.7M added.
  • The largest CION Investment seller in Q4 2022 was Millennium Management, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.