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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 %
VEA
51
Virtus ETF Advisers
New York
$561K +$203K +18,426 +57%
Ameriprise
52
Ameriprise
Minnesota
$534K -$37.8K -3,433 -7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$506K -$606K -55,068 -55%
Goldman Sachs
54
Goldman Sachs
New York
$499K -$603K -54,784 -55%
CRC
55
Curi RMB Capital
Illinois
$495K +$495K +45,000 New
CIA
56
Concurrent Investment Advisors
Florida
$462K -$26.5K -2,405 -5%
FGAM
57
Financial Gravity Asset Management
Texas
$460K -$5.1M -455,822 -92%
FFS
58
Founders Financial Securities
Maryland
$457K -$3.85K -350 -0.8%
TI
59
Trexquant Investment
Connecticut
$453K +$144K +13,091 +47%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$431K -$253K -23,016 -37%
UBS Group
61
UBS Group
Switzerland
$427K +$34.7K +3,153 +9%
AWM
62
Aviso Wealth Management
Washington
$407K +$30.1K +2,737 +8%
ECM
63
ExodusPoint Capital Management
New York
$406K -$48.4K -4,402 -11%
NFSG
64
Newbridge Financial Services Group
Florida
$400K +$3.83K +348 +1%
TC
65
TownSquare Capital
Utah
$397K +$21.1K +1,922 +6%
GWSG
66
GPS Wealth Strategies Group
Colorado
$396K -$25.8K -2,341 -6%
BPA
67
Beacon Pointe Advisors
California
$394K – – –
BCMLT
68
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K -$5.1K -464 -1%
NYLIM
69
New York Life Investment Management
New York
$365K +$365K +33,201 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$360K +$343K +31,138 +1,971%
Mariner
71
Mariner
Kansas
$359K -$15.8K -1,434 -4%
BAM
72
Belpointe Asset Management
Nevada
$357K -$57.8K -5,257 -14%
AA
73
ALPS Advisors
Colorado
$346K +$346K +31,440 New
EWM
74
EPG Wealth Management
Georgia
$334K +$74.4K +6,764 +29%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$328K -$62.5K -5,683 -16%
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