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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
KIG
126
Kowal Investment Group
Wisconsin
$169K -$158K -13,351 -49%
Marshall Wace
127
Marshall Wace
United Kingdom
$164K +$159K +13,503 New
FW
128
FullCircle Wealth
Texas
$156K +$151K +12,810 New
WS
129
Wedbush Securities
California
$156K +$7.09K +600 +5%
GRP
130
Global Retirement Partners
California
$154K +$1.52K +129 +1%
WIA
131
World Investment Advisors
California
$153K +$149K +12,622 New
STAS
132
Strong Tower Advisory Services
Minnesota
$152K
SWP
133
Stratos Wealth Partners
Ohio
$143K +$5.59K +473 +4%
SAG
134
SageView Advisory Group
California
$137K -$42.6K -3,611 -24%
CF
135
Centaurus Financial
California
$137K -$83.5K -7,073 -39%
PWA
136
Providence Wealth Advisors
Illinois
$134K
B
137
Bensler
Washington
$129K -$18.4K -1,558 -13%
Bank of America
138
Bank of America
North Carolina
$129K +$32.8K +2,781 +35%
RA
139
RFG Advisory
Alabama
$129K +$543 +46 +0.4%
AWM
140
Atticus Wealth Management
Florida
$128K
GC
141
Guggenheim Capital
Illinois
$124K -$3.41K -289 -3%
CAS
142
Coppell Advisory Solutions
Texas
$120K +$117K +9,873 New
Wells Fargo
143
Wells Fargo
California
$116K -$35 -3 -0%
JP Morgan Chase
144
JP Morgan Chase
New York
$113K -$276K -23,359 -71%
GWM
145
Geneos Wealth Management
Colorado
$97.2K -$19.1K -1,617 -17%
PTC
146
Private Trust Company
Ohio
$88.3K
CFGS
147
Concourse Financial Group Securities
Alabama
$77.4K
FFA
148
Farther Finance Advisors
California
$70.8K -$194K -16,395 -74%
LSV Asset Management
149
LSV Asset Management
Illinois
$70K
LTI
150
Laffer Tengler Investments
Tennessee
$65.7K +$64K +5,418 New

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.