We are live on ! Find out more
CION icon

CION Investment

167 hedge funds and large institutions have $173M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $243K | Put options by funds: $120K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 33.2%32.29% (-0.91%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 172167 (-5)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

48% less capital invested

Capital invested by funds: $330M → $173M (-$157M)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% 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
51
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.3M -$272K -25,916 -2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.7M -$1.08M -103,045 -9%
Invesco
3
Invesco
Georgia
$9.7M -$1.26M -120,614 -11%
BI
4
Bulldog Investors
New Jersey
$9.48M -$65.2K -6,222 -0.6%
LPL Financial
5
LPL Financial
California
$9.24M +$434K +41,406 +5%
VanEck Associates
6
VanEck Associates
New York
$7.92M +$546K +52,129 +7%
PRS
7
Pinkerton Retirement Specialists
Idaho
$7.9M -$24.3K -2,322 -0.3%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.27M +$983K +93,819 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.36M -$95.4K -9,107 -2%
KAS
10
Kestra Advisory Services
Texas
$5.15M -$519K -49,545 -9%
CAN
11
Cetera Advisor Networks
California
$4.28M +$156K +14,928 +4%
WP
12
WealthPLAN Partners
Nebraska
$4.01M +$130K +12,454 +3%
BFG
13
Berger Financial Group
Minnesota
$3.94M -$141K -13,414 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.75M +$2.48M +236,600 +165%
SPC
15
Sigma Planning Corp
Michigan
$3.29M +$364K +34,777 +12%
AWA
16
Arkadios Wealth Advisors
Georgia
$3.26M +$252K +24,018 +8%
BlackRock
17
BlackRock
New York
$3.01M -$1.83M -174,760 -36%
AFAS
18
Acorn Financial Advisory Services
Virginia
$2.86M +$23.1K +2,205 +0.8%
AWM
19
AE Wealth Management
Kansas
$2.36M +$385K +36,715 +18%
FW
20
FirstPurpose Wealth
Utah
$2.1M -$41K -3,909 -2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2M +$148K +14,100 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$1.92M -$8.02K -765 -0.4%
TPA
23
Trivium Point Advisory
Connecticut
$1.92M -$67.3K -6,421 -3%
IFG
24
Independent Financial Group
California
$1.73M +$338K +32,303 +23%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$799K +76,224 +108%

CION Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2023, worth a combined $173M — down 48% from $330M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CION and 20 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.48M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.1M.

  • 167 institutional investors held CION Investment (CION) as of Q1 2023, down from 172 in Q4 2022.
  • Funds reported $173M of CION Investment stock for Q1 2023, down 48% quarter-over-quarter.
  • 20 funds opened new CION Investment positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2023 was Renaissance Technologies, an estimated $2.48M added.
  • The largest CION Investment seller in Q1 2023 was WealthPlan Investment Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2023.