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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 %
VanEck Associates
1
VanEck Associates
New York
$11.8M +$834K +75,859 +8%
BI
2
Bulldog Investors
New Jersey
$11.3M -$61.6K -5,600 -0.5%
LPL Financial
3
LPL Financial
California
$10.6M +$196K +17,789 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.59M +$18.2K +1,657 +0.2%
PRS
5
Pinkerton Retirement Specialists
Idaho
$8.29M -$319K -29,032 -4%
AGM
6
Alpine Global Management
New York
$6.97M +$4.11M +373,297 +144%
CCM
7
Callodine Capital Management
Massachusetts
$6.88M +$1.93M +175,001 +39%
Morgan Stanley
8
Morgan Stanley
New York
$6.69M +$4.1M +372,601 +158%
PAIM
9
Punch & Associates Investment Management
Minnesota
$6.12M -$6.66M -605,166 -52%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.07M +$408K +37,100 +7%
WP
11
WealthPLAN Partners
Nebraska
$5.81M +$161K +14,660 +3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$5.77M -$121K -11,050 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.77M +$5.53M +502,651 +2,340%
Millennium Management
14
Millennium Management
New York
$5.7M -$2.17M -197,656 -28%
KAS
15
Kestra Advisory Services
Texas
$4.29M +$22.6K +2,058 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.26M -$224K -20,342 -5%
CAN
17
Cetera Advisor Networks
California
$4.24M +$96.8K +8,797 +2%
Two Sigma Investments
18
Two Sigma Investments
New York
$4.02M -$590K -53,606 -13%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$3.82M -$574K -52,200 -13%
BFG
20
Berger Financial Group
Minnesota
$3.79M +$12.7K +1,155 +0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.59M +$600K +54,550 +20%
AWA
22
Arkadios Wealth Advisors
Georgia
$3.41M -$40.7K -3,696 -1%
SPC
23
Sigma Planning Corp
Michigan
$3.25M +$1.25M +113,305 +62%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.25M +$961K +87,382 +42%
AFAS
25
Acorn Financial Advisory Services
Virginia
$2.71M -$179K -16,264 -6%
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