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CION Investment
CION

Overview Fund Activity

173 hedge funds and large institutions have $201M invested in CION Investment in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
63
Reduced
55
Closed
26
Calls
$248K
Puts
$102K
Net Calls
+$146K
Net Calls Change
-$36K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.53M
2
AGM
Alpine Global Management
New York
+$4.11M
3
Morgan Stanley
Morgan Stanley
New York
+$4.1M
4
Franklin Resources
Franklin Resources
California
+$1.95M
5
CCM
Callodine Capital Management
Massachusetts
+$1.93M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$6.66M
2
FGAM
Financial Gravity Asset Management
Texas
-$5.1M
3
AWM
AE Wealth Management
Kansas
-$2.83M
4
Millennium Management
Millennium Management
New York
-$2.17M
5
HF
HRT Financial
New York
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Diversify Advisory Services
Utah
$145K +$145K +13,116 New
Fisher Asset Management
127
Fisher Asset Management
Washington
$139K – – –
STAS
128
Strong Tower Advisory Services
Minnesota
$139K – – –
GRP
129
Global Retirement Partners
California
$138K +$2.62K +238 +2%
IW
130
Imprint Wealth
South Carolina
$136K +$136K +12,293 New
WS
131
Wedbush Securities
California
$135K +$135K +12,300 New
B
132
Bensler
Washington
$134K +$5.1K +464 +4%
RFN
133
Redwood Financial Network
Ohio
$130K -$64.6K -5,875 -33%
FFA
134
Founders Financial Alliance
North Carolina
$129K +$129K +11,726 New
SWP
135
Stratos Wealth Partners
Ohio
$124K +$2.02K +184 +2%
PWA
136
Providence Wealth Advisors
Illinois
$123K -$129K -11,625 -51%
VCM
137
Virtue Capital Management
Tennessee
$119K – – –
AWM
138
Atticus Wealth Management
Florida
$117K – – –
RA
139
RFG Advisory
Alabama
$116K +$517 +47 +0.4%
GC
140
Guggenheim Capital
Illinois
$116K -$913 -83 -0.8%
PI
141
PFG Investments
New York
$111K +$111K +10,123 New
GWM
142
Geneos Wealth Management
Colorado
$106K – – –
Wells Fargo
143
Wells Fargo
California
$105K +$22K +2,003 +27%
QT
144
Quantbot Technologies
New York
$89.8K -$129K -11,683 -59%
Bank of America
145
Bank of America
North Carolina
$86.3K -$330 -30 -0.4%
PTC
146
Private Trust Company
Ohio
$80.1K +$22K +2,000 +38%
CFGS
147
Concourse Financial Group Securities
Alabama
$70K – – –
LSV Asset Management
148
LSV Asset Management
Illinois
$64K – – –
MSG
149
Main Street Group
Virginia
$54K +$35.6K +3,223 +194%
HNB
150
Huntington National Bank
Ohio
$51.7K – – –
4 5
6
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