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CION Investment
CION

Overview Fund Activity

173 hedge funds and large institutions have $201M invested in CION Investment in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
63
Reduced
55
Closed
26
Calls
$248K
Puts
$102K
Net Calls
+$146K
Net Calls Change
-$36K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.77M
2
AGM
Alpine Global Management
New York
$6.97M
3
Morgan Stanley
Morgan Stanley
New York
$6.69M
4
Franklin Resources
Franklin Resources
California
$2.15M
5
CCM
Callodine Capital Management
Massachusetts
$6.88M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$6.12M
2
FGAM
Financial Gravity Asset Management
Texas
$460K
3
AWM
AE Wealth Management
Kansas
$269K
4
Millennium Management
Millennium Management
New York
$5.7M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$2.15M +$1.95M +176,864 +944%
FW
27
FirstPurpose Wealth
Utah
$2M -$53.8K -4,956 -3%
OIA
28
OneDigital Investment Advisors
Kansas
$1.96M +$3.66K +333 +0.2%
HAG
29
HighPoint Advisor Group
Illinois
$1.94M – – –
Man Group
30
Man Group
United Kingdom
$1.86M +$1.23M +111,837 +194%
CA
31
Cetera Advisors
Colorado
$1.53M +$250K +22,758 +20%
BlackRock
32
BlackRock
New York
$1.38M -$786K -71,493 -36%
IAIM
33
International Assets Investment Management
Florida
$1.15M +$292K +26,351 +34%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$1.15M -$350K -31,846 -23%
QC
35
Quadrature Capital
United Kingdom
$1.12M -$176K -16,044 -14%
Citadel Advisors
36
Citadel Advisors
Florida
$1.01M +$322K +29,317 +47%
CSS
37
Cubist Systematic Strategies
Connecticut
$1M -$80K -7,270 -7%
TPA
38
Trivium Point Advisory
Connecticut
$967K -$624K -56,741 -39%
AWS
39
Atria Wealth Solutions
New York
$899K -$7.37K -670 -0.8%
PAG
40
Private Advisor Group
New Jersey
$877K -$62.4K -5,669 -7%
EGM
41
Engineers Gate Manager
New York
$734K +$33.6K +3,050 +5%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$711K +$222K +20,200 +45%
WA
43
Wealthstar Advisors
Texas
$702K +$6.92K +629 +1%
AMH
44
Apollo Management Holdings
New York
$696K – – –
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$660K +$101K +9,152 +18%
YIH
46
Y-Intercept (HK)
Hong Kong
$646K -$633K -57,579 -50%
CFG
47
Cooper Financial Group
California
$628K -$42.6K -3,869 -6%
EWM
48
Endowment Wealth Management
Wisconsin
$611K +$22.1K +2,009 +4%
JF
49
Jump Financial
Illinois
$586K +$69.1K +6,281 +13%
CA
50
Continuum Advisory
Idaho
$561K -$299K -25,079 -35%
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