We are live on ! Find out more
CION icon

CION Investment

178 hedge funds and large institutions have $212M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

921% more call options, than puts

Call options by funds: $337K | Put options by funds: $33K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 174178 (+4)

4% more capital invested

Capital invested by funds: $204M → $212M (+$8.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

1.76% less ownership

Funds ownership: 34.41%32.64% (-1.8%)

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
57
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$533K +$133K +11,271 +34%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$519K -$37K -3,131 -7%
YIH
53
Y-Intercept (HK)
Hong Kong
$504K -$202K -17,137 -29%
CIA
54
Concurrent Investment Advisors
Florida
$491K -$17K -1,442 -3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$466K +$101K +8,577 +29%
GWSG
56
GPS Wealth Strategies Group
Colorado
$459K +$22.5K +1,901 +5%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$453K +$244K +20,670 +127%
NFSG
58
Newbridge Financial Services Group
Florida
$444K +$2.61K +221 +0.6%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$437K +$92.3K +7,813 +28%
BPA
60
Beacon Pointe Advisors
California
$434K
CSS
61
Cubist Systematic Strategies
Connecticut
$428K -$657K -55,650 -61%
CIM
62
Cambria Investment Management
California
$424K +$123K +10,440 +42%
Stifel Financial
63
Stifel Financial
Missouri
$413K +$402K +34,036 New
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$401K -$12.2K -1,033 -3%
MF
65
Magnetar Financial
Illinois
$390K +$380K +32,199 New
Lazard Asset Management
66
Lazard Asset Management
New York
$388K +$339K +28,670 +852%
AWM
67
Aviso Wealth Management
Washington
$383K -$63.7K -5,390 -15%
AA
68
ALPS Advisors
Colorado
$379K -$1.93K -163 -0.5%
EWM
69
EPG Wealth Management
Georgia
$373K -$358K -30,338 Closed
EE
70
EWG Elevate
California
$357K
CAM
71
Creekmur Asset Management
Illinois
$356K +$341K +28,883 +5,565%
TC
72
TownSquare Capital
Utah
$356K -$79.6K -6,741 -19%
AWM
73
AE Wealth Management
Kansas
$352K +$53.5K +4,533 +19%
PFG
74
PAX Financial Group
Texas
$344K +$3.5K +296 +1%
Citadel Advisors
75
Citadel Advisors
Florida
$342K -$750K -63,463 -69%

CION Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2024, worth a combined $212M — up 4% from $204M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CION positions and 19 closed out — a net gain of 8 holders — while 57 added to existing stakes and 60 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $6.35M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $6.12M sold.

  • 178 institutional investors held CION Investment (CION) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $212M of CION Investment stock for Q2 2024, up 4% quarter-over-quarter.
  • 27 funds opened new CION Investment positions in Q2 2024 and 19 closed out, a net change of +8 holders.
  • The largest CION Investment buyer in Q2 2024 was Private Advisor Group, an estimated $6.35M added.
  • The largest CION Investment seller in Q2 2024 was Punch & Associates Investment Management, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2024.