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CION Investment
CION

Overview Fund Activity

179 hedge funds and large institutions have $204M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
179
Holders Change
+14
Holders Change %
+8.48%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$8.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.83M
3
CCM
3
Callodine Capital Management
Massachusetts
$5.09M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.74M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.52M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$13.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.84M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.61M
5
SPC
5
Sigma Planning Corp
Michigan
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$13.1M 1,161,379 -468,954 -29%
BI
2
Bulldog Investors
New Jersey
$11.7M 1,032,248 +31,009 +3%
VanEck Associates
3
VanEck Associates
New York
$11.2M 993,940 +92,882 +10%
LPL Financial
4
LPL Financial
California
$10.7M 945,942 -3,443 -0.4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.84M 869,792 -153,765 -15%
PRS
6
Pinkerton Retirement Specialists
Idaho
$8.85M 782,480 -962 -0.1%
Millennium Management
7
Millennium Management
New York
$8.1M 715,961 +535,313 +296%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.06M 536,024 -120,886 -18%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.83M 515,000 +311,600 +153%
WP
10
WealthPLAN Partners
Nebraska
$5.81M 513,804 +45,682 +10%
CCM
11
Callodine Capital Management
Massachusetts
$5.09M 449,999 +199,999 +80%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.74M 419,181 +189,947 +83%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.61M 407,788 -125,179 -23%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$4.52M 399,400 +137,700 +53%
KAS
15
Kestra Advisory Services
Texas
$4.39M 387,750 -32,143 -8%
CAN
16
Cetera Advisor Networks
California
$4.26M 376,271 -21,959 -6%
BFG
17
Berger Financial Group
Minnesota
$3.89M 343,783 -6,500 -2%
AWA
18
Arkadios Wealth Advisors
Georgia
$3.55M 313,877 +9,569 +3%
AWM
19
AE Wealth Management
Kansas
$3.18M 282,158 -1,527 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.08M 271,919 -11,951 -4%
AFAS
21
Acorn Financial Advisory Services
Virginia
$2.97M 262,205 -22,713 -8%
AGM
22
Alpine Global Management
New York
$2.94M 260,000 +79,151 +44%
Morgan Stanley
23
Morgan Stanley
New York
$2.66M 235,456 +108,217 +85%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$2.35M 208,005 +100,742 +94%
BlackRock
25
BlackRock
New York
$2.23M 196,890 +4,522 +2%
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