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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
DWP
126
Destiny Wealth Partners
Florida
$157K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$156K +$52.9K +4,981 +57%
AFG
128
Atomi Financial Group
New York
$154K -$84.8K -7,974 -37%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$151K
AWA
130
Arete Wealth Advisors
Illinois
$150K -$15.6K -1,470 -10%
Fisher Asset Management
131
Fisher Asset Management
Washington
$143K
STAS
132
Strong Tower Advisory Services
Minnesota
$141K
GRP
133
Global Retirement Partners
California
$136K -$58K -5,459 -31%
B
134
Bensler
Washington
$133K +$3.4K +320 +3%
WIM
135
WealthPlan Investment Management
Nebraska
$130K +$122K +11,518 New
Barclays
136
Barclays
United Kingdom
$127K +$120K +11,267 New
FWM
137
Focused Wealth Management
New York
$126K +$2.59K +244 +2%
SWP
138
Stratos Wealth Partners
Ohio
$126K +$1.68K +158 +1%
GC
139
Guggenheim Capital
Illinois
$120K +$383 +36 +0.3%
VCM
140
Virtue Capital Management
Tennessee
$120K
AWM
141
Atticus Wealth Management
Florida
$120K
RA
142
RFG Advisory
Alabama
$119K +$468 +44 +0.4%
DWM
143
Denver Wealth Management
Colorado
$115K -$69.7K -6,556 -39%
CAS
144
Coppell Advisory Solutions
Texas
$112K +$48.6K +4,576 +86%
GWM
145
Geneos Wealth Management
Colorado
$109K
Bank of America
146
Bank of America
North Carolina
$89.1K +$13.1K +1,237 +19%
Wells Fargo
147
Wells Fargo
California
$85.3K +$15.9K +1,495 +25%
CFGS
148
Concourse Financial Group Securities
Alabama
$73.2K
LSV Asset Management
149
LSV Asset Management
Illinois
$66K +$61.6K +5,800 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$5.47K +515 +11%

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.