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CION Investment
CION

Overview Fund Activity

177 hedge funds and large institutions have $208M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% 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
56
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$7.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$7.21M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.43M
5
VanEck Associates
5
VanEck Associates
New York
$15M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
Millennium Management
3
Millennium Management
New York
$2.69M
4
AGM
4
Alpine Global Management
New York
$4.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$164K +$164K +13,503 New
FW
127
FullCircle Wealth
Texas
$156K +$156K +12,810 New
WS
128
Wedbush Securities
California
$156K +$7.26K +600 +5%
GRP
129
Global Retirement Partners
California
$154K +$1.56K +129 +1%
WIA
130
World Investment Advisors
California
$153K +$153K +12,622 New
STAS
131
Strong Tower Advisory Services
Minnesota
$152K – – –
SWP
132
Stratos Wealth Partners
Ohio
$143K +$5.73K +473 +4%
SAG
133
SageView Advisory Group
California
$137K -$43.8K -3,611 -24%
CF
134
Centaurus Financial
California
$137K -$85.8K -7,073 -39%
PWA
135
Providence Wealth Advisors
Illinois
$134K – – –
B
136
Bensler
Washington
$129K -$18.9K -1,558 -13%
Bank of America
137
Bank of America
North Carolina
$129K +$33.7K +2,781 +35%
RA
138
RFG Advisory
Alabama
$129K +$558 +46 +0.4%
AWM
139
Atticus Wealth Management
Florida
$128K – – –
GC
140
Guggenheim Capital
Illinois
$124K -$3.5K -289 -3%
CAS
141
Coppell Advisory Solutions
Texas
$120K +$120K +9,873 New
Wells Fargo
142
Wells Fargo
California
$116K -$36 -3 -0%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$113K -$283K -23,359 -71%
GWM
144
Geneos Wealth Management
Colorado
$97.2K -$19.6K -1,617 -17%
PTC
145
Private Trust Company
Ohio
$88.3K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$77.4K – – –
FFA
147
Farther Finance Advisors
California
$70.8K -$199K -16,395 -74%
LSV Asset Management
148
LSV Asset Management
Illinois
$70K – – –
LTI
149
Laffer Tengler Investments
Tennessee
$65.7K +$65.7K +5,418 New
HNB
150
Huntington National Bank
Ohio
$57K – – –
4 5
6
7 8