We are live on ! Find out more
CION icon

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
HNB
151
Huntington National Bank
Ohio
$57K
JGCM
152
Joseph Group Capital Management
Ohio
$50.1K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$49.6K
TSWM
154
Tyler-Stone Wealth Management
Ohio
$46.8K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$46.7K
HIM
156
Hillsdale Investment Management
Ontario, Canada
$43.6K +$42.5K +3,600 New
S
157
SignatureFD
Georgia
$40.1K
T
158
Tidemark
California
$36.4K -$2.3K -195 -6%
MSG
159
Main Street Group
Virginia
$34.7K -$23.9K -2,026 -41%
NECFA
160
New England Capital Financial Advisors
Connecticut
$26.3K +$744 +63 +3%
AT
161
Arlington Trust
Alabama
$25.5K
SS
162
Sunbelt Securities
Texas
$24.2K
AF
163
Allworth Financial
California
$20.6K
Comerica Bank
164
Comerica Bank
Texas
$20.1K +$10.7K +902 +119%
CP
165
Camelot Portfolios
Ohio
$19.7K +$19.2K +1,629 New
SPIA
166
Steward Partners Investment Advisory
New York
$18.9K
Group One Trading
167
Group One Trading
Illinois
$12.1K +$11.8K +1,000 New
SWA
168
SOA Wealth Advisors
New York
$10.3K
TAM
169
Tucker Asset Management
Colorado
$7.15K
KA
170
Kozak & Associates
Colorado
$6.34K +$177 +15 +3%
Nomura Asset Management
171
Nomura Asset Management
Japan
$5.32K +$5.18K +439 New
SIS
172
Sound Income Strategies
Florida
$4.9K
RFS
173
Richardson Financial Services
Massachusetts
$4.84K
RWPA
174
Richard W. Paul & Associates
Michigan
$3.45K
TRCT
175
Tower Research Capital (TRC)
New York
$1.05K +$1.03K +87 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.