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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 %
JGCM
151
Joseph Group Capital Management
Ohio
$50.1K – – –
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$49.6K – – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$46.8K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$46.7K – – –
HIM
155
Hillsdale Investment Management
Ontario, Canada
$43.6K +$43.6K +3,600 New
S
156
SignatureFD
Georgia
$40.1K – – –
T
157
Tidemark
California
$36.4K -$2.36K -195 -6%
MSG
158
Main Street Group
Virginia
$34.7K -$24.6K -2,026 -41%
NECFA
159
New England Capital Financial Advisors
Connecticut
$26.3K +$763 +63 +3%
AT
160
Arlington Trust
Alabama
$25.5K – – –
SS
161
Sunbelt Securities
Texas
$24.2K – – –
AF
162
Allworth Financial
California
$20.6K – – –
Comerica Bank
163
Comerica Bank
Texas
$20.1K +$10.9K +902 +119%
CP
164
Camelot Portfolios
Ohio
$19.7K +$19.7K +1,629 New
SPIA
165
Steward Partners Investment Advisory
New York
$18.9K – – –
Group One Trading
166
Group One Trading
Illinois
$12.1K +$12.1K +1,000 New
SWA
167
SOA Wealth Advisors
New York
$10.4K – – –
TAM
168
Tucker Asset Management
Colorado
$7.15K – – –
KA
169
Kozak & Associates
Colorado
$6.34K +$185 +15 +3%
Nomura Asset Management
170
Nomura Asset Management
Japan
$5.32K +$5.32K +439 New
SIS
171
Sound Income Strategies
Florida
$4.9K – – –
RFS
172
Richardson Financial Services
Massachusetts
$4.84K – – –
RWPA
173
Richard W. Paul & Associates
Michigan
$3.45K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$1.05K +$1.05K +87 New
NS
175
NBC Securities
Alabama
$1K +$25 +4 +3%
4 5 6
7
8