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CION Investment

73 hedge funds and large institutions have $67.5M invested in CION Investment in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

24% more capital invested

Capital invested by funds: $54.5M → $67.5M (+$13M)

0.99% more ownership

Funds ownership: 7.27%8.26% (+0.99%)

11% less funds holding

Funds holding: 8273 (-9)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
73
Holders Change
-9
Holders Change %
-10.98%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
24
Reduced
18
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.7M -$1.05M -81,099 -10%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.16M -$107K -8,232 -2%
BI
3
Bulldog Investors
New Jersey
$5.84M +$3.43M +264,876 +204%
Millennium Management
4
Millennium Management
New York
$4.87M +$4.26M +329,338 New
BlackRock
5
BlackRock
New York
$4.62M +$4.04M +312,291 New
KM
6
Kalos Management
Georgia
$3.43M -$1.05M -80,977 -26%
KAS
7
Kestra Advisory Services
Texas
$3.24M -$403K -31,117 -12%
CAN
8
Cetera Advisor Networks
California
$2.99M +$154K +11,864 +6%
WP
9
WealthPLAN Partners
Nebraska
$2.26M +$1.36M +104,955 +108%
WIM
10
WealthPlan Investment Management
Nebraska
$2.26M +$2.61M +201,893 New
BFG
11
Berger Financial Group
Minnesota
$2.07M -$35.8K -2,767 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.98M +$323K +24,959 +23%
Goldman Sachs
13
Goldman Sachs
New York
$1.53M +$1.34M +103,564 New
AFAS
14
Acorn Financial Advisory Services
Virginia
$1.46M +$1.28M +98,641 New
OIA
15
OneDigital Investment Advisors
Kansas
$1.18M +$281K +21,699 +38%
JP Morgan Chase
16
JP Morgan Chase
New York
$733K +$641K +49,502 New
IA
17
IFP Advisors
Florida
$578K +$676K +52,232 +302%
GWM
18
Geneos Wealth Management
Colorado
$562K +$492K +38,023 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$558K +$1.51K +117 +0.3%
AWA
20
Arete Wealth Advisors
Illinois
$499K +$436K +33,688 New
Morgan Stanley
21
Morgan Stanley
New York
$420K +$335K +25,894 +1,042%
IFG
22
Independent Financial Group
California
$402K +$62.7K +4,849 +22%
UBS Group
23
UBS Group
Switzerland
$397K +$312K +24,136 +889%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$393K +$19.9K +1,536 +6%
BAM
25
Belpointe Asset Management
Nevada
$356K +$156K +12,025 +100%

CION Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2022, worth a combined $67.5M — up 24% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CION and 23 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.26M. The largest seller was Osaic Holdings, cutting an estimated $1.96M.

  • 73 institutional investors held CION Investment (CION) as of Q1 2022, down from 82 in Q4 2021.
  • Funds reported $67.5M of CION Investment stock for Q1 2022, up 24% quarter-over-quarter.
  • 23 funds opened new CION Investment positions in Q1 2022 and 30 closed out, a net change of -7 holders.
  • The largest CION Investment buyer in Q1 2022 was Millennium Management, an estimated $4.26M added.
  • The largest CION Investment seller in Q1 2022 was Osaic Holdings, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2022.