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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 %
UAG
76
United Advisor Group
Ohio
$315K +$1.19K +100 +0.4%
IWM
77
IHT Wealth Management
Illinois
$307K +$2.3K +193 +0.8%
KPWS
78
Kestra Private Wealth Services
Texas
$304K +$3.49K +293 +1%
PFG
79
PAX Financial Group
Texas
$289K -$48.2K -4,052 -14%
YIH
80
Y-Intercept (HK)
Hong Kong
$285K -$210K -17,643 -42%
EGA
81
Eagle Global Advisors
Texas
$283K – – –
Northern Trust
82
Northern Trust
Illinois
$276K +$276K +23,227 New
IA
83
IFP Advisors
Florida
$275K -$52.6K -4,422 -16%
SQA
84
Simon Quick Advisors
New Jersey
$272K +$9K +756 +3%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$272K +$28.5K +2,392 +12%
AWM
86
Aviso Wealth Management
Washington
$260K -$116K -9,781 -31%
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$254K +$12.2K +1,028 +5%
GWSG
88
GPS Wealth Strategies Group
Colorado
$252K -$199K -16,709 -44%
CWM
89
Collaborative Wealth Management
Florida
$251K +$202 +17 +0.1%
MFG
90
Merit Financial Group
Georgia
$246K +$246K +20,689 New
FFA
91
Founders Financial Alliance
North Carolina
$246K +$47.2K +3,964 +24%
CAM
92
Creekmur Asset Management
Illinois
$237K -$113K -9,485 -32%
WWM
93
Western Wealth Management
Colorado
$237K -$5.96K -501 -2%
GCP
94
GSA Capital Partners
United Kingdom
$236K -$59.9K -5,042 -20%
HighTower Advisors
95
HighTower Advisors
Illinois
$234K +$1.06K +89 +0.5%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$232K +$121K +10,129 +108%
BCM
97
Brookstone Capital Management
Illinois
$226K -$6.36K -534 -3%
PP
98
Paloma Partners
Connecticut
$220K +$220K +18,524 New
SL
99
SWMG LLC
Texas
$220K – – –
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$218K -$368K -30,901 -63%
2 3
4
5 6