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CION Investment
CION

Overview Fund Activity

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% 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
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K

Top Buyers

1
Millennium Management
Millennium Management
New York
$1.91M
2
FGAM
Financial Gravity Asset Management
Texas
$1.53M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.42M
4
AGM
Alpine Global Management
New York
$1.91M
5
VanEck Associates
VanEck Associates
New York
$9.52M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.15M
2
BlackRock
BlackRock
New York
$2.03M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.8M
4
CHAM
Clear Harbor Asset Management
Connecticut
$0
5
Jane Street
Jane Street
New York
$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
26
Alpine Global Management
New York
$1.91M +$1.23M +116,579 +181%
Millennium Management
27
Millennium Management
New York
$1.91M +$1.74M +164,232 +1,000%
TPA
28
Trivium Point Advisory
Connecticut
$1.82M -$144K -14,075 -7%
FGAM
29
Financial Gravity Asset Management
Texas
$1.53M +$1.45M +447,210 +1,800%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$1.52M -$59K -5,584 -4%
Morgan Stanley
31
Morgan Stanley
New York
$1.34M -$61.8K -5,845 -4%
CA
32
Cetera Advisors
Colorado
$1.24M -$171K -16,221 -12%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$1.13M +$549K +51,939 +94%
PAG
34
Private Advisor Group
New Jersey
$1.02M -$162K -15,356 -14%
AWS
35
Atria Wealth Solutions
New York
$940K +$6.49K +614 +0.7%
CA
36
Continuum Advisory
Idaho
$816K -$197K -18,600 -19%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$816K -$24.5K -2,314 -3%
IAIM
38
International Assets Investment Management
Florida
$797K +$496K +47,331 +165%
CFG
39
Cooper Financial Group
California
$732K -$62.8K -5,945 -8%
Goldman Sachs
40
Goldman Sachs
New York
$721K +$721K +68,228 New
WA
41
Wealthstar Advisors
Texas
$689K -$68.5K -6,483 -9%
SEI Investments
42
SEI Investments
Pennsylvania
$683K +$277K +26,242 +68%
AMH
43
Apollo Management Holdings
New York
$669K – – –
QC
44
Quadrature Capital
United Kingdom
$646K +$364K +34,423 +129%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$612K -$36.6K -3,462 -6%
EWM
46
Endowment Wealth Management
Wisconsin
$552K -$32.2K -3,051 -6%
Ameriprise
47
Ameriprise
Minnesota
$525K -$14.7K -1,390 -3%
GWSG
48
GPS Wealth Strategies Group
Colorado
$484K -$161K -15,192 -25%
SG Americas Securities
49
SG Americas Securities
New York
$480K +$480K +45,403 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$470K -$36.9K -3,488 -7%
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