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CION Investment
CION

Overview Fund Activity

168 hedge funds and large institutions have $177M invested in CION Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 15 closing their positions.

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
52
Reduced
65
Closed
15
Calls
$551K
Puts
$152K
Net Calls
+$399K
Net Calls Change
+$276K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.1M
2
AGM
2
Alpine Global Management
New York
$667K
3
CCM
3
Callodine Capital Management
Massachusetts
$1.84M
4
BPA
4
Beacon Pointe Advisors
California
$441K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.17M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.97M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.02K
3
PI
3
Putnam Investments
Massachusetts
$658K
4
KAS
4
Kestra Advisory Services
Texas
$4.76M
5
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.9M -$330K -31,746 -2%
Invesco
2
Invesco
Georgia
$12.1M +$1.91M +183,878 +19%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.4M +$64.7K +6,235 +0.6%
BI
4
Bulldog Investors
New Jersey
$9.97M – – –
LPL Financial
5
LPL Financial
California
$9.73M +$9.75K +939 +0.1%
PRS
6
Pinkerton Retirement Specialists
Idaho
$8.28M -$35.8K -3,448 -0.4%
VanEck Associates
7
VanEck Associates
New York
$8.19M -$137K -13,241 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.14M -$460K -44,388 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.8M +$129K +12,330 +2%
KAS
10
Kestra Advisory Services
Texas
$4.76M -$664K -63,950 -12%
WP
11
WealthPLAN Partners
Nebraska
$4.54M +$323K +31,139 +8%
CAN
12
Cetera Advisor Networks
California
$4.28M -$217K -20,910 -5%
BFG
13
Berger Financial Group
Minnesota
$3.78M -$364K -35,027 -9%
AWA
14
Arkadios Wealth Advisors
Georgia
$3.26M -$170K -16,334 -5%
SPC
15
Sigma Planning Corp
Michigan
$3.13M -$323K -31,121 -9%
AFAS
16
Acorn Financial Advisory Services
Virginia
$3.04M +$35.9K +3,462 +1%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.97M -$977K -94,112 -25%
BlackRock
18
BlackRock
New York
$2.84M -$324K -31,236 -10%
AWM
19
AE Wealth Management
Kansas
$2.77M +$284K +27,364 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.58M +$170K +16,384 +7%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.15M +$47.7K +4,600 +2%
FW
22
FirstPurpose Wealth
Utah
$2.13M -$76.2K -7,343 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$1.99M -$24.5K -2,356 -1%
TPA
24
Trivium Point Advisory
Connecticut
$1.99M -$20.5K -1,979 -1%
CCM
25
Callodine Capital Management
Massachusetts
$1.84M +$546K +52,646 +42%
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