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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
Cerity Partners
76
Cerity Partners
New York
$338K +$26.2K +2,222 +9%
SOS
77
Silver Oak Securities
Tennessee
$338K
BCM
78
Beck Capital Management
Texas
$336K +$48.6K +4,118 +17%
IA
79
IFP Advisors
Florida
$334K +$121K +10,243 +59%
UAG
80
United Advisor Group
Ohio
$319K
SEI Investments
81
SEI Investments
Pennsylvania
$316K +$308K +26,048 New
IWM
82
IHT Wealth Management
Illinois
$310K +$1.93K +163 +0.6%
KPWS
83
Kestra Private Wealth Services
Texas
$307K -$15.5K -1,310 -5%
AWM
84
Apollon Wealth Management
South Carolina
$305K +$62.9K +5,325 +27%
HF
85
HRT Financial
New York
$303K +$296K +25,054 New
GCP
86
GSA Capital Partners
United Kingdom
$302K +$294K +24,898 New
EGM
87
Engineers Gate Manager
New York
$299K -$497K -42,038 -63%
BWA
88
BlueChip Wealth Advisors
Georgia
$298K
EGA
89
Eagle Global Advisors
Texas
$289K -$1.18K -100 -0.4%
KWM
90
Kingsview Wealth Management
Oregon
$282K +$275K +23,295 New
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$279K -$30.3K -2,564 -10%
CCG
92
Catalina Capital Group
California
$278K +$104K +8,766 +62%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$274K +$267K +22,635 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$274K +$103K +8,737 +63%
SQA
95
Simon Quick Advisors
New Jersey
$267K +$7.52K +637 +3%
AAM
96
Advisors Asset Management
Colorado
$261K +$254K +21,544 New
KWA
97
Kingswood Wealth Advisors
California
$257K +$250K +21,173 New
CWM
98
Collaborative Wealth Management
Florida
$256K -$43.7K -3,696 -15%
Goldman Sachs
99
Goldman Sachs
New York
$255K -$287K -24,307 -54%
UCFA
100
United Capital Financial Advisors
Texas
$248K +$1.57K +133 +0.7%

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.