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CION Investment
CION

180 hedge funds and large institutions have $207M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $283K | Put options by funds: $101K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $188M → $207M (+$19.3M)

8% more funds holding

Funds holding: 166 → 180 (+14)

1.14% more ownership

Funds ownership: 33.04% → 34.18% (+1.1%)

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
66
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$5.69M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.31M
3
CCM
Callodine Capital Management
Massachusetts
+$2.13M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.02M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$11.9M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$4.98M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.63M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
5
SPC
Sigma Planning Corp
Michigan
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$2.23M +$48.1K +4,522 +2%
FW
27
FirstPurpose Wealth
Utah
$2.14M -$149K -14,003 -7%
SPC
28
Sigma Planning Corp
Michigan
$2.06M -$1.29M -121,653 -40%
OIA
29
OneDigital Investment Advisors
Kansas
$2.02M -$126K -11,875 -6%
FGAM
30
Financial Gravity Asset Management
Texas
$1.82M +$264K +24,845 +5%
HAG
31
HighPoint Advisor Group
Illinois
$1.68M +$1.68M +158,004 New
TPA
32
Trivium Point Advisory
Connecticut
$1.64M -$354K -33,300 -19%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$1.54M +$988K +92,964 +215%
QC
34
Quadrature Capital
United Kingdom
$1.33M +$602K +56,624 +93%
CA
35
Cetera Advisors
Colorado
$1.32M -$14.5K -1,366 -1%
YIH
36
Y-Intercept (HK)
Hong Kong
$1.32M +$1.11M +104,232 +865%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.14M +$458K +43,077 +74%
PWA
38
Providence Wealth Advisors
Illinois
$1.14M +$124K +11,625 +104%
Goldman Sachs
39
Goldman Sachs
New York
$1.13M +$339K +31,903 +47%
CSS
40
Cubist Systematic Strategies
Connecticut
$1.11M +$1.04M +98,255 New
PAG
41
Private Advisor Group
New Jersey
$966K -$114K -10,685 -11%
AWS
42
Atria Wealth Solutions
New York
$932K -$69.7K -6,555 -7%
HF
43
HRT Financial
New York
$897K +$843K +79,342 New
IAIM
44
International Assets Investment Management
Florida
$880K +$18.1K +1,702 +2%
SEI Investments
45
SEI Investments
Pennsylvania
$837K +$99.2K +9,329 +14%
CA
46
Continuum Advisory
Idaho
$816K -$54K -5,079 -7%
PI
47
Putnam Investments
Massachusetts
$737K +$345K +32,427 +99%
EGM
48
Engineers Gate Manager
New York
$720K +$495K +46,574 +272%
AMH
49
Apollo Management Holdings
New York
$715K – – –
WA
50
Wealthstar Advisors
Texas
$714K -$21.8K -2,051 -3%
1
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CION Hedge Fund Activity: Q4 2023 in Review

180 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2023, worth a combined $207M — up 10% from $188M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CION positions and 12 closed out — a net gain of 15 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.69M. The largest seller was Invesco, exiting entirely with an estimated $11.9M sold.

  • 180 institutional investors held CION Investment (CION) as of Q4 2023, up from 166 in Q3 2023.
  • Funds reported $207M of CION Investment stock for Q4 2023, up 10% quarter-over-quarter.
  • 27 funds opened new CION Investment positions in Q4 2023 and 12 closed out, a net change of +15 holders.
  • The largest CION Investment buyer in Q4 2023 was Millennium Management, an estimated $5.69M added.
  • The largest CION Investment seller in Q4 2023 was Invesco, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2023.