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CION Investment

180 hedge funds and large institutions have $207M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $283K | Put options by funds: $101K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $188M → $207M (+$19.3M)

8% more funds holding

Funds holding: 166180 (+14)

1.14% more ownership

Funds ownership: 33.04%34.18% (+1.1%)

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
66
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
101
Great Valley Advisor Group
Delaware
$233K +$74.4K +7,003 +51%
RCG
102
Regatta Capital Group
California
$231K -$116K -10,907 -35%
SQA
103
Simon Quick Advisors
New Jersey
$231K +$7.54K +709 +4%
UCFA
104
United Capital Financial Advisors
Texas
$228K +$98.1K +9,233 +84%
NRD
105
Nebula Research & Development
New York
$228K +$215K +20,195 New
QT
106
Quantbot Technologies
New York
$224K +$197K +18,511 +1,386%
SL
107
SWMG LLC
Texas
$219K
Creative Planning
108
Creative Planning
Kansas
$215K +$22.7K +2,137 +13%
Franklin Resources
109
Franklin Resources
California
$212K -$393 -37 -0.2%
SBIA
110
Sheaff Brock Investment Advisors
Indiana
$211K
IP
111
Ignite Planners
California
$205K -$27.2K -2,563 -12%
RFN
112
Redwood Financial Network
Ohio
$200K -$39.4K -3,709 -17%
IA
113
IFP Advisors
Florida
$199K -$3.19K -300 -2%
TLA
114
Tanglewood Legacy Advisors
Texas
$191K
FPAS
115
Focus Partners Advisor Solutions
Missouri
$190K -$110K -10,335 -38%
IWC
116
Integrated Wealth Concepts
Massachusetts
$190K -$44.8K -4,219 -20%
WANY
117
Wealthspire Advisors (New York)
New York
$189K
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$186K -$261K -24,533 -60%
CF
119
Centaurus Financial
California
$183K +$4.8K +452 +3%
GCP
120
GSA Capital Partners
United Kingdom
$176K
AWM
121
Apollon Wealth Management
South Carolina
$174K +$47K +4,420 +40%
HI
122
Harbour Investments
Wisconsin
$173K +$903 +85 +0.6%
SWM
123
Spire Wealth Management
Virginia
$172K +$3.57K +336 +2%
SAG
124
SageView Advisory Group
California
$171K -$19.3K -1,813 -11%
BWA
125
BlueChip Wealth Advisors
Georgia
$171K +$160K +15,082 New

CION Hedge Fund Activity: Q4 2023 in Review

180 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2023, worth a combined $207M — up 10% from $188M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CION positions and 12 closed out — a net gain of 15 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.69M. The largest seller was Invesco, exiting entirely with an estimated $11.9M sold.

  • 180 institutional investors held CION Investment (CION) as of Q4 2023, up from 166 in Q3 2023.
  • Funds reported $207M of CION Investment stock for Q4 2023, up 10% quarter-over-quarter.
  • 27 funds opened new CION Investment positions in Q4 2023 and 12 closed out, a net change of +15 holders.
  • The largest CION Investment buyer in Q4 2023 was Millennium Management, an estimated $5.69M added.
  • The largest CION Investment seller in Q4 2023 was Invesco, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2023.