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CION Investment
CION

Overview Fund Activity

174 hedge funds and large institutions have $205M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
63
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.53M
2
STAS
Strong Tower Advisory Services
Minnesota
$2.33M
3
Morgan Stanley
Morgan Stanley
New York
$14.8M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.26M
5
VanEck Associates
VanEck Associates
New York
$15.6M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.45M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.62M
3
AGM
Alpine Global Management
New York
$3.21M
4
ECM
ExodusPoint Capital Management
New York
$644K
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$37.3K -$8.53K -717 -19%
MSG
152
Main Street Group
Virginia
$34K – – –
Citigroup
153
Citigroup
New York
$28.8K +$28.8K +2,420 New
NECFA
154
New England Capital Financial Advisors
Connecticut
$26.7K +$881 +74 +3%
TRCT
155
Tower Research Capital (TRC)
New York
$25.9K +$24.8K +2,086 +2,398%
T
156
Tidemark
California
$25.4K -$10.3K -869 -29%
AT
157
Arlington Trust
Alabama
$25K – – –
SS
158
Sunbelt Securities
Texas
$23.8K – – –
Comerica Bank
159
Comerica Bank
Texas
$23.7K +$3.95K +332 +20%
AF
160
Allworth Financial
California
$20.1K – – –
Fidelity Investments
161
Fidelity Investments
Massachusetts
$20K +$19.9K +1,676 +167,600%
SPIA
162
Steward Partners Investment Advisory
New York
$18.6K – – –
SWA
163
SOA Wealth Advisors
New York
$10.2K – – –
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.52K +$9.52K +800 New
TAM
165
Tucker Asset Management
Colorado
$7.02K – – –
KA
166
Kozak & Associates
Colorado
$6.39K +$181 +15 +3%
Nomura Asset Management
167
Nomura Asset Management
Japan
$5.22K – – –
RFS
168
Richardson Financial Services
Massachusetts
$4.84K – – –
SIS
169
Sound Income Strategies
Florida
$4.81K – – –
RWPA
170
Richard W. Paul & Associates
Michigan
$3.39K – – –
W
171
WealthCollab
Washington
$2.76K +$2.76K +232 New
NS
172
NBC Securities
Alabama
$1K +$36 +6 +4%
Simplex Trading
173
Simplex Trading
Illinois
$1K +$1K +103 New
NA
174
NewEdge Advisors
Louisiana
$71 – – –
CRC
175
Curi RMB Capital
Illinois
– -$667K -55,000 Closed
4 5 6
7
8