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CION Investment

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: 12 (+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: 166180 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$705K +$314K +29,500 +90%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$703K -$159K -14,996 -19%
CFG
53
Cooper Financial Group
California
$690K -$87.8K -8,265 -12%
Man Group
54
Man Group
United Kingdom
$652K +$612K +57,604 New
EWM
55
Endowment Wealth Management
Wisconsin
$606K +$14.8K +1,397 +3%
Ameriprise
56
Ameriprise
Minnesota
$588K +$24.6K +2,315 +5%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$576K +$541K +50,888 New
JF
58
Jump Financial
Illinois
$532K +$201K +18,900 +67%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$502K +$454K +42,758 +2,601%
CIA
60
Concurrent Investment Advisors
Florida
$502K +$472K +44,386 New
Jane Street
61
Jane Street
New York
$487K +$262K +24,696 +134%
FFS
62
Founders Financial Securities
Maryland
$474K -$13.3K -1,251 -3%
ECM
63
ExodusPoint Capital Management
New York
$467K +$439K +41,313 New
CIA
64
Cape Investment Advisory
Georgia
$466K +$233K +21,906 +114%
GWSG
65
GPS Wealth Strategies Group
Colorado
$434K -$79.6K -7,491 -16%
BAM
66
Belpointe Asset Management
Nevada
$427K
NFSG
67
Newbridge Financial Services Group
Florida
$408K +$62.1K +5,842 +19%
BPA
68
Beacon Pointe Advisors
California
$405K -$26.8K -2,526 -7%
UBS Group
69
UBS Group
Switzerland
$404K -$66K -6,208 -15%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$402K -$94.8K -8,916 -20%
AWM
71
Aviso Wealth Management
Washington
$388K +$364K +34,284 New
TC
72
TownSquare Capital
Utah
$387K +$52K +4,891 +17%
Mariner
73
Mariner
Kansas
$386K -$100K -9,435 -22%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$372K +$62.3K +5,865 +22%
VEA
75
Virtus ETF Advisers
New York
$368K -$99K -9,315 -22%

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.