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CION Investment
CION

Overview Fund Activity

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$3.75M
2
Jane Street
Jane Street
New York
$1.24M
3
CCM
Callodine Capital Management
Massachusetts
$1.23M
4
PI
Putnam Investments
Massachusetts
$1.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.27M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
$28.7K
2
Millennium Management
Millennium Management
New York
$432K
3
BlackRock
BlackRock
New York
$3.01M
4
Man Group
Man Group
United Kingdom
$366K
5
Invesco
Invesco
Georgia
$9.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.3M -$256K -25,916 -2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.7M -$1.02M -103,045 -9%
Invesco
3
Invesco
Georgia
$9.7M -$1.19M -120,614 -11%
BI
4
Bulldog Investors
New Jersey
$9.48M -$61.4K -6,222 -0.6%
LPL Financial
5
LPL Financial
California
$9.24M +$409K +41,406 +5%
VanEck Associates
6
VanEck Associates
New York
$7.92M +$514K +52,129 +7%
PRS
7
Pinkerton Retirement Specialists
Idaho
$7.9M -$22.9K -2,322 -0.3%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.27M +$925K +93,819 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.36M -$89.8K -9,107 -2%
KAS
10
Kestra Advisory Services
Texas
$5.15M -$489K -49,545 -9%
CAN
11
Cetera Advisor Networks
California
$4.28M +$147K +14,928 +4%
WP
12
WealthPLAN Partners
Nebraska
$4.01M +$123K +12,454 +3%
BFG
13
Berger Financial Group
Minnesota
$3.94M -$132K -13,414 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.75M +$2.34M +236,600 +165%
SPC
15
Sigma Planning Corp
Michigan
$3.29M +$343K +34,777 +12%
AWA
16
Arkadios Wealth Advisors
Georgia
$3.26M +$237K +24,018 +8%
BlackRock
17
BlackRock
New York
$3.01M -$1.72M -174,760 -36%
AFAS
18
Acorn Financial Advisory Services
Virginia
$2.86M +$21.8K +2,205 +0.8%
AWM
19
AE Wealth Management
Kansas
$2.36M +$363K +36,715 +18%
FW
20
FirstPurpose Wealth
Utah
$2.1M -$38.6K -3,909 -2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2M +$139K +14,100 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$1.92M -$7.55K -765 -0.4%
TPA
23
Trivium Point Advisory
Connecticut
$1.92M -$63.4K -6,421 -3%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$752K +76,224 +108%
CA
25
Cetera Advisors
Colorado
$1.38M -$214K -21,633 -13%
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