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CION Investment
CION

Overview Fund Activity

174 hedge funds and large institutions have $205M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
63
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.53M
2
STAS
Strong Tower Advisory Services
Minnesota
$2.33M
3
Morgan Stanley
Morgan Stanley
New York
$14.8M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.26M
5
VanEck Associates
VanEck Associates
New York
$15.6M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.45M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.62M
3
AGM
Alpine Global Management
New York
$3.21M
4
ECM
ExodusPoint Capital Management
New York
$644K
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$497K +$14.2K +1,190 +3%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$480K -$78.4K -6,585 -14%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$475K -$34.2K -2,879 -7%
FFS
54
Founders Financial Securities
Maryland
$474K -$185K -15,569 -28%
Ameriprise
55
Ameriprise
Minnesota
$468K -$78.8K -6,621 -14%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$430K +$583 +49 +0.1%
Goldman Sachs
57
Goldman Sachs
New York
$422K +$172K +14,414 +69%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$406K -$33K -2,773 -8%
BPA
59
Beacon Pointe Advisors
California
$395K -$31.7K -2,666 -7%
Mariner
60
Mariner
Kansas
$381K -$142K -11,917 -27%
Stifel Financial
61
Stifel Financial
Missouri
$380K -$24.9K -2,091 -6%
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$378K -$15.5K -1,302 -4%
TC
63
TownSquare Capital
Utah
$374K +$24.5K +2,061 +7%
AWM
64
AE Wealth Management
Kansas
$372K +$26.3K +2,213 +8%
EWM
65
EPG Wealth Management
Georgia
$361K +$361K +30,375 New
BCM
66
Beck Capital Management
Texas
$351K +$21.4K +1,797 +6%
AWA
67
Arete Wealth Advisors
Illinois
$337K +$136K +11,408 +68%
KWM
68
Kingsview Wealth Management
Oregon
$332K +$54.9K +4,615 +20%
Cerity Partners
69
Cerity Partners
New York
$332K – – –
SOS
70
Silver Oak Securities
Tennessee
$331K – – –
EE
71
EWG Elevate
California
$331K -$19.5K -1,640 -6%
CCG
72
Catalina Capital Group
California
$324K +$51.2K +4,306 +19%
BCI
73
Brinker Capital Investments
Pennsylvania
$323K +$113K +9,518 +54%
OPS
74
Orion Portfolio Solutions
Nebraska
$323K +$113K +9,518 +54%
OQS
75
Occudo Quantitative Strategies
Florida
$316K +$316K +26,591 New
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