CION Investment
CION
174 hedge funds and large institutions have $204M invested in CION Investment in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 26 closing their positions.
143% more call options, than puts
Call options by funds: $248K | Put options by funds: $102K
16% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 55
0.23% more ownership
Funds ownership: 34.18% → 34.41% (+0.23%)
1% less capital invested
Capital invested by funds: $207M → $204M (-$2.77M)
3% less funds holding
Funds holding: 180 → 174 (-6)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.54M |
| 2 |
AGM
Alpine Global Management
New York
|
+$4.11M |
| 3 |
Morgan Stanley
New York
|
+$4.11M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$1.95M |
| 5 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$6.67M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$5.02M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.84M |
| 4 |
Millennium Management
New York
|
-$2.18M |
| 5 |
HF
HRT Financial
New York
|
-$897K |
CION Hedge Fund Activity: Q1 2024 in Review
174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2024, worth a combined $204M — down 1.3% from $207M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of CION and 23 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 64 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $5.54M. The largest seller was Punch & Associates Investment Management, cutting an estimated $6.67M.
- 174 institutional investors held CION Investment (CION) as of Q1 2024, down from 180 in Q4 2023.
- Funds reported $204M of CION Investment stock for Q1 2024, down 1.3% quarter-over-quarter.
- 23 funds opened new CION Investment positions in Q1 2024 and 26 closed out, a net change of -3 holders.
- The largest CION Investment buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.54M added.
- The largest CION Investment seller in Q1 2024 was Punch & Associates Investment Management, an estimated $6.67M sold.
Based on aggregated 13F filings for Q1 2024.