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CION Investment
CION

Overview Fund Activity

81 hedge funds and large institutions have $54.2M invested in CION Investment in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

Holders
81
Holders Change
+79
Holders Change %
+3,950%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
79
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.55M
3
KAS
3
Kestra Advisory Services
Texas
$3.27M
4
CAN
4
Cetera Advisor Networks
California
$2.49M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.28M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.5M 805,056 +805,056 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.55M 424,367 +424,367 New
KM
3
Kalos Management
Georgia
$3.96M 313,841 +17,764 +6%
KAS
4
Kestra Advisory Services
Texas
$3.27M 250,124 +250,124 New
CAN
5
Cetera Advisor Networks
California
$2.49M 190,448 +190,448 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.28M 174,447 +174,447 New
BFG
7
Berger Financial Group
Minnesota
$1.86M 142,481 +142,481 New
BI
8
Bulldog Investors
New Jersey
$1.69M 129,538 +129,538 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.42M 108,578 +108,578 New
AM
10
Ares Management
California
$1.39M 106,371 +106,371 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.21M 46,476 +46,476 New
WP
12
WealthPLAN Partners
Nebraska
$1.21M 96,938 +96,938 New
BSP
13
Benefit Street Partners
New York
$1.07M 82,000 +82,000 New
FW
14
FirstPurpose Wealth
Utah
$1.03M 78,896 +78,896 New
TPA
15
Trivium Point Advisory
Connecticut
$950K 72,707 +72,707 New
AWM
16
AE Wealth Management
Kansas
$901K 68,963 +68,963 New
OIA
17
OneDigital Investment Advisors
Kansas
$754K 57,668 +57,668 New
E
18
Ergoteles
New York
$754K 57,725 +57,725 New
CFG
19
Cooper Financial Group
California
$641K 49,081 +49,081 New
PAG
20
Private Advisor Group
New Jersey
$540K 41,350 +41,350 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$491K 37,582 +37,582 New
CA
22
Continuum Advisory
Idaho
$445K 34,031 +34,031 New
TRCT
23
Tower Research Capital (TRC)
New York
$415K 31,768 +31,768 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$415K 31,737 +31,737 New
VF
25
Virtu Financial
New York
$395K 30,196 +30,196 New
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