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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
$5.77M
2
AGM
Alpine Global Management
New York
$6.97M
3
Morgan Stanley
Morgan Stanley
New York
$6.69M
4
Franklin Resources
Franklin Resources
California
$2.15M
5
CCM
Callodine Capital Management
Massachusetts
$6.88M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$6.12M
2
FGAM
Financial Gravity Asset Management
Texas
$460K
3
AWM
AE Wealth Management
Kansas
$269K
4
Millennium Management
Millennium Management
New York
$5.7M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
176
Jane Street
New York
– -$487K -43,086 Closed
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
– -$372K -32,862 Closed
Marshall Wace
178
Marshall Wace
United Kingdom
– -$368K -32,533 Closed
Neuberger Berman Group
179
Neuberger Berman Group
New York
– -$325K -28,728 Closed
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
– -$321K -28,414 Closed
OQS
181
Occudo Quantitative Strategies
Florida
– -$239K -21,162 Closed
NRD
182
Nebula Research & Development
New York
– -$228K -20,195 Closed
SBIA
183
Sheaff Brock Investment Advisors
Indiana
– -$211K -18,616 Closed
GCP
184
GSA Capital Partners
United Kingdom
– -$176K -15,547 Closed
DWP
185
Destiny Wealth Partners
Florida
– -$157K -14,257 Closed
AWA
186
Arete Wealth Advisors
Illinois
– -$150K -13,291 Closed
WIM
187
WealthPlan Investment Management
Nebraska
– -$130K -11,518 Closed
Barclays
188
Barclays
United Kingdom
– -$127K -11,267 Closed
FWM
189
Focused Wealth Management
New York
– -$126K -11,103 Closed
DWM
190
Denver Wealth Management
Colorado
– -$115K -10,194 Closed
CFD
191
Creative Financial Designs
Indiana
– -$56.6K -5,000 Closed
TVAMP
192
Tennessee Valley Asset Management Partners
Tennessee
– -$20K -1,766 Closed
GI
193
Gradient Investments
Minnesota
– -$15.5K -1,372 Closed
MSWM
194
McGlone Suttner Wealth Management
Wisconsin
– -$12.8K -1,129 Closed
Group One Trading
195
Group One Trading
Illinois
– -$9.05K -800 Closed
GAMC
196
Garner Asset Management Corp
Texas
– -$6.5K -600 Closed
PMEF
197
Point72 Middle East FZE
United Arab Emirates
– -$5.53K -489 Closed
IWP
198
IAG Wealth Partners
Wisconsin
– -$1.69K -149 Closed
IPW
199
Impact Partnership Wealth
Georgia
– -$1.09K -96 Closed
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