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CION Investment

175 hedge funds and large institutions have $209M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,500% more call options, than puts

Call options by funds: $176K | Put options by funds: $1K

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

1.9% more ownership

Funds ownership: 32.64%34.55% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.74M)

2% less funds holding

Funds holding: 178175 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
64
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
Redmont Wealth Advisors
Illinois
$525K -$20.7K -1,715 -4%
CIA
52
Concurrent Investment Advisors
Florida
$497K +$14.4K +1,190 +3%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$480K -$79.4K -6,585 -14%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$475K -$34.7K -2,879 -7%
FFS
55
Founders Financial Securities
Maryland
$474K -$188K -15,569 -28%
Ameriprise
56
Ameriprise
Minnesota
$468K -$79.9K -6,621 -14%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$430K +$591 +49 +0.1%
Goldman Sachs
58
Goldman Sachs
New York
$422K +$174K +14,414 +69%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$406K -$33.5K -2,773 -8%
BPA
60
Beacon Pointe Advisors
California
$395K -$32.2K -2,666 -7%
Mariner
61
Mariner
Kansas
$381K -$144K -11,917 -27%
Stifel Financial
62
Stifel Financial
Missouri
$380K -$25.2K -2,091 -6%
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$378K -$15.7K -1,302 -4%
TC
64
TownSquare Capital
Utah
$374K +$24.9K +2,061 +7%
AWM
65
AE Wealth Management
Kansas
$372K +$26.7K +2,213 +8%
EWM
66
EPG Wealth Management
Georgia
$361K +$366K +30,375 New
BCM
67
Beck Capital Management
Texas
$351K +$21.7K +1,797 +6%
AWA
68
Arete Wealth Advisors
Illinois
$337K +$138K +11,408 +68%
KWM
69
Kingsview Wealth Management
Oregon
$332K +$55.7K +4,615 +20%
Cerity Partners
70
Cerity Partners
New York
$332K
SOS
71
Silver Oak Securities
Tennessee
$331K
EE
72
EWG Elevate
California
$331K -$19.8K -1,640 -6%
CCG
73
Catalina Capital Group
California
$324K +$52K +4,306 +19%
BCI
74
Brinker Capital Investments
Pennsylvania
$323K +$115K +9,518 +54%
OPS
75
Orion Portfolio Solutions
Nebraska
$323K +$115K +9,518 +54%

CION Hedge Fund Activity: Q3 2024 in Review

175 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2024, worth a combined $209M — down 1.3% from $212M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CION and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 64 added.

The largest buyer was International Assets Investment Management, adding an estimated $9.63M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.79M.

  • 175 institutional investors held CION Investment (CION) as of Q3 2024, down from 178 in Q2 2024.
  • Funds reported $209M of CION Investment stock for Q3 2024, down 1.3% quarter-over-quarter.
  • 18 funds opened new CION Investment positions in Q3 2024 and 20 closed out, a net change of -2 holders.
  • The largest CION Investment buyer in Q3 2024 was International Assets Investment Management, an estimated $9.63M added.
  • The largest CION Investment seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2024.