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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 %
JGCM
151
Joseph Group Capital Management
Ohio
$45.4K – – –
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$44.4K +$44.4K +4,000 New
TSWM
153
Tyler-Stone Wealth Management
Ohio
$42.5K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$42.4K -$16.6K -1,507 -28%
Lazard Asset Management
155
Lazard Asset Management
New York
$37K +$37K +3,365 New
S
156
SignatureFD
Georgia
$36.4K – – –
T
157
Tidemark
California
$35.2K +$9.87K +897 +39%
NECFA
158
New England Capital Financial Advisors
Connecticut
$23.2K +$1.1K +100 +5%
AT
159
Arlington Trust
Alabama
$23.1K – – –
SS
160
Sunbelt Securities
Texas
$22K – – –
AF
161
Allworth Financial
California
$18.6K – – –
SPIA
162
Steward Partners Investment Advisory
New York
$17.2K – – –
SWA
163
SOA Wealth Advisors
New York
$9.39K – – –
Comerica Bank
164
Comerica Bank
Texas
$8.36K +$8.36K +760 New
TAM
165
Tucker Asset Management
Colorado
$6.49K +$6.49K +590 New
KA
166
Kozak & Associates
Colorado
$6.21K +$187 +15 +3%
CAM
167
Creekmur Asset Management
Illinois
$5.71K -$35.6K -3,238 -86%
SIS
168
Sound Income Strategies
Florida
$4.44K -$16.3K -1,480 -79%
RFS
169
Richardson Financial Services
Massachusetts
$4.39K – – –
RWPA
170
Richard W. Paul & Associates
Michigan
$3.14K – – –
NS
171
NBC Securities
Alabama
$1K -$5.1K -791 -84%
NA
172
NewEdge Advisors
Louisiana
$62 -$240K -23,208 -100%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$11 +$11 +1 New
HF
174
HRT Financial
New York
– -$897K -79,342 Closed
SEI Investments
175
SEI Investments
Pennsylvania
– -$837K -73,987 Closed
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