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CION Investment
CION

Overview Fund Activity

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% 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
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$151M
2
Invesco
2
Invesco
Georgia
$10.8M
3
VanEck Associates
3
VanEck Associates
New York
$7.32M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$16.4M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.28M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.68M
3
KAS
3
Kestra Advisory Services
Texas
$5.57M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$685K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$151M 15,489 +15,489 New
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.4M 1,682,182 +666,559 +66%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.6M 1,190,420 -32,327 -3%
Invesco
4
Invesco
Georgia
$10.8M 1,103,296 +1,103,296 New
BI
5
Bulldog Investors
New Jersey
$9.42M 966,536 -8,293 -0.9%
LPL Financial
6
LPL Financial
California
$8.73M 894,991 +108,099 +14%
PRS
7
Pinkerton Retirement Specialists
Idaho
$7.83M 803,089 -17,169 -2%
VanEck Associates
8
VanEck Associates
New York
$7.32M 750,351 +750,351 New
KAS
9
Kestra Advisory Services
Texas
$5.57M 571,593 -92,221 -14%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.39M 552,815 -28,052 -5%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.28M 542,440 +445,534 +460%
BlackRock
12
BlackRock
New York
$4.68M 479,811 +23,898 +5%
WIM
13
WealthPlan Investment Management
Nebraska
$4.37M 394,043 +14,097 +4%
WP
14
WealthPLAN Partners
Nebraska
$4.33M 394,043 +394,043 New
CAN
15
Cetera Advisor Networks
California
$4.08M 418,210 +16,547 +4%
Millennium Management
16
Millennium Management
New York
$4.04M 414,209 -309,037 -43%
BFG
17
Berger Financial Group
Minnesota
$4.02M 412,734 -13,390 -3%
AWA
18
Arkadios Wealth Advisors
Georgia
$2.99M 306,240 +12,662 +4%
SPC
19
Sigma Planning Corp
Michigan
$2.91M 298,335 -10,291 -3%
AFAS
20
Acorn Financial Advisory Services
Virginia
$2.8M 287,379 -18,820 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.27M 232,649 -15,514 -6%
FW
22
FirstPurpose Wealth
Utah
$2.11M 216,263 -2,941 -1%
TPA
23
Trivium Point Advisory
Connecticut
$2.06M 200,450 -12,959 -6%
AWM
24
AE Wealth Management
Kansas
$1.97M 202,502 +20,737 +11%
OIA
25
OneDigital Investment Advisors
Kansas
$1.9M 195,286 -11,384 -6%
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