CION Investment
CION
169 hedge funds and large institutions have $179M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 15 closing their positions.
263% more call options, than puts
Call options by funds: $551K | Put options by funds: $152K
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% more funds holding
Funds holding: 167 → 169 (+2)
3% more capital invested
Capital invested by funds: $173M → $179M (+$5.67M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.79% less ownership
Funds ownership: 32.29% → 31.5% (-0.79%)
18% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.81M |
| 2 |
AGM
Alpine Global Management
New York
|
+$634K |
| 3 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
+$519K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$419K |
| 5 |
Two Sigma Investments
New York
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$928K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$717K |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$672K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$631K |
| 5 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$593K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
176
HRT Financial
New York
| – | -$149K | -15,180 | Closed |
|
|
ACP
177
Aveo Capital Partners
Englewood,
Colorado
| – | -$127K | -12,834 | Closed |
|
|
HCM
178
Hilton Capital Management
Garden City,
New York
| – | -$121K | -12,414 | Closed |
|
|
IP
179
Ignite Planners
San Clemente,
California
| – | -$107K | -10,869 | Closed |
|
|
AFP
180
Ausdal Financial Partners
Davenport,
Iowa
| – | -$106K | -10,690 | Closed |
|
|
KM
181
Kalos Management
Alpharetta,
Georgia
| – | -$93.5K | -9,471 | Closed |
|
182
AssetMark Inc
Concord,
California
| – | -$38.3K | -3,883 | Closed |
|
|
AAS
183
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$13.4K | -1,416 | Closed |
|
|
SSC
184
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$4.72K | -478 | Closed |
|
CION Hedge Fund Activity: Q2 2023 in Review
169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2023, worth a combined $179M — up 3.3% from $173M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CION positions and 15 closed out — a net gain of 2 holders — while 53 added to existing stakes and 65 trimmed.
The largest buyer was Invesco, adding an estimated $1.81M. The largest seller was Renaissance Technologies, cutting an estimated $928K.
- 169 institutional investors held CION Investment (CION) as of Q2 2023, up from 167 in Q1 2023.
- Funds reported $179M of CION Investment stock for Q2 2023, up 3.3% quarter-over-quarter.
- 17 funds opened new CION Investment positions in Q2 2023 and 15 closed out, a net change of +2 holders.
- The largest CION Investment buyer in Q2 2023 was Invesco, an estimated $1.81M added.
- The largest CION Investment seller in Q2 2023 was Renaissance Technologies, an estimated $928K sold.
Based on aggregated 13F filings for Q2 2023.