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CION Investment
CION

82 hedge funds and large institutions have $54.5M invested in CION Investment in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.27% more ownership

Funds ownership: 0% → 7.27% (+7.3%)

Holders
82
Holders Change
+82
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
82
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$10.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.47M
3
KM
Kalos Management
Georgia
+$4.05M
4
KAS
Kestra Advisory Services
Texas
+$3.22M
5
CAN
Cetera Advisor Networks
California
+$2.45M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.5M +$10.4M +805,056 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.55M +$5.47M +424,367 New
KM
3
Kalos Management
Georgia
$3.96M +$4.05M +313,841 New
KAS
4
Kestra Advisory Services
Texas
$3.27M +$3.22M +250,124 New
CAN
5
Cetera Advisor Networks
California
$2.49M +$2.45M +190,448 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.28M +$2.25M +174,447 New
BFG
7
Berger Financial Group
Minnesota
$1.86M +$1.84M +142,481 New
BI
8
Bulldog Investors
New Jersey
$1.69M +$1.67M +129,538 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.42M +$1.4M +108,578 New
AM
10
Ares Management
California
$1.39M +$1.37M +106,371 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$599K +46,476 New
WP
12
WealthPLAN Partners
Nebraska
$1.21M +$1.25M +96,938 New
BSP
13
Benefit Street Partners
New York
$1.07M +$1.06M +82,000 New
FW
14
FirstPurpose Wealth
Utah
$1.03M +$1.02M +78,896 New
TPA
15
Trivium Point Advisory
Connecticut
$950K +$937K +72,707 New
AWM
16
AE Wealth Management
Kansas
$901K +$889K +68,963 New
OIA
17
OneDigital Investment Advisors
Kansas
$754K +$743K +57,668 New
E
18
Ergoteles
New York
$754K +$744K +57,725 New
CFG
19
Cooper Financial Group
California
$641K +$633K +49,081 New
PAG
20
Private Advisor Group
New Jersey
$540K +$533K +41,350 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$491K +$484K +37,582 New
CA
22
Continuum Advisory
Idaho
$445K +$439K +34,031 New
TRCT
23
Tower Research Capital (TRC)
New York
$415K +$409K +31,768 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$415K +$409K +31,737 New
VF
25
Virtu Financial
New York
$395K +$389K +30,196 New
1
2 3 4

CION Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2021, worth a combined $54.5M.

Buyers outnumbered sellers: 82 funds opened new CION positions and 0 closed out — a net gain of 82 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $10.4M.

  • 82 institutional investors held CION Investment (CION) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $54.5M of CION Investment stock for Q4 2021.
  • 82 funds opened new CION Investment positions in Q4 2021 and 0 closed out, a net change of +82 holders.
  • The largest CION Investment buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $10.4M added.

Based on aggregated 13F filings for Q4 2021.