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CION Investment

166 hedge funds and large institutions have $188M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 31.5%33.04% (+1.5%)

5% more capital invested

Capital invested by funds: $179M → $188M (+$8.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 169166 (-3)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

40% less call options, than puts

Call options by funds: $91K | Put options by funds: $151K

Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
56
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$17.2M +$62.9K +5,813 +0.4%
Invesco
2
Invesco
Georgia
$11.9M -$391K -36,089 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.8M -$758K -70,053 -6%
BI
4
Bulldog Investors
New Jersey
$10.6M +$443K +40,925 +4%
LPL Financial
5
LPL Financial
California
$10M +$130K +12,049 +1%
VanEck Associates
6
VanEck Associates
New York
$9.52M +$1.21M +111,819 +14%
PRS
7
Pinkerton Retirement Specialists
Idaho
$8.28M -$150K -13,877 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.94M +$704K +65,039 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.63M -$250K -23,071 -4%
WP
10
WealthPLAN Partners
Nebraska
$4.95M +$330K +30,486 +7%
KAS
11
Kestra Advisory Services
Texas
$4.44M -$414K -38,205 -8%
CAN
12
Cetera Advisor Networks
California
$4.21M -$152K -13,998 -3%
BFG
13
Berger Financial Group
Minnesota
$3.7M -$152K -14,010 -4%
AWA
14
Arkadios Wealth Advisors
Georgia
$3.22M -$104K -9,616 -3%
SPC
15
Sigma Planning Corp
Michigan
$3.21M +$20.5K +1,896 +0.6%
AFAS
16
Acorn Financial Advisory Services
Virginia
$3.01M -$88K -8,128 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3M +$378K +34,952 +14%
AWM
18
AE Wealth Management
Kansas
$3M +$185K +17,104 +6%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.77M +$587K +54,200 +26%
CCM
20
Callodine Capital Management
Massachusetts
$2.64M +$783K +72,354 +41%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.42M +$1.27M +116,873 +104%
IFG
22
Independent Financial Group
California
$2.34M +$249K +23,010 +12%
FW
23
FirstPurpose Wealth
Utah
$2.15M -$15.7K -1,454 -0.7%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.15M -$895K -82,688 -29%
BlackRock
25
BlackRock
New York
$2.03M -$882K -81,447 -30%

CION Hedge Fund Activity: Q3 2023 in Review

166 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2023, worth a combined $188M — up 4.9% from $179M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CION and 14 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was Financial Gravity Asset Management, adding an estimated $4.84M. The largest seller was Renaissance Technologies, cutting an estimated $895K.

  • 166 institutional investors held CION Investment (CION) as of Q3 2023, down from 169 in Q2 2023.
  • Funds reported $188M of CION Investment stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 14 funds opened new CION Investment positions in Q3 2023 and 17 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $4.84M added.
  • The largest CION Investment seller in Q3 2023 was Renaissance Technologies, an estimated $895K sold.

Based on aggregated 13F filings for Q3 2023.