We are live on ! Find out more
CION icon

CION Investment

178 hedge funds and large institutions have $212M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

921% more call options, than puts

Call options by funds: $337K | Put options by funds: $33K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 174178 (+4)

4% more capital invested

Capital invested by funds: $204M → $212M (+$8.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

1.76% less ownership

Funds ownership: 34.41%32.64% (-1.8%)

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
57
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$15M +$1.98M +167,567 +16%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$6.17M +522,705 +86%
BI
3
Bulldog Investors
New Jersey
$12.4M -$27.1K -2,295 -0.2%
LPL Financial
4
LPL Financial
California
$11.4M -$320K -27,073 -3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.2M -$342K -28,967 -3%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$8.43M +$2.02M +170,635 +33%
PRS
7
Pinkerton Retirement Specialists
Idaho
$8.42M -$690K -58,427 -8%
CCM
8
Callodine Capital Management
Massachusetts
$8.18M +$591K +50,000 +8%
PAG
9
Private Advisor Group
New Jersey
$7.48M +$6.35M +537,681 +674%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$7.21M +$2.92M +247,300 +71%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.31M -$1.01M -85,647 -16%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.64M +$206K +17,402 +5%
KAS
13
Kestra Advisory Services
Texas
$4.59M -$128K -10,797 -3%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$4.25M +$655K +55,438 +19%
AGM
15
Alpine Global Management
New York
$4.13M -$3.45M -292,480 -46%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.09M +$127K +10,759 +3%
BFG
17
Berger Financial Group
Minnesota
$4.06M -$121K -10,252 -3%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.91M -$2.71M -229,500 -42%
Franklin Resources
19
Franklin Resources
California
$3.83M +$1.42M +120,282 +61%
IFG
20
Independent Financial Group
California
$3.81M +$87.7K +7,429 +2%
AWA
21
Arkadios Wealth Advisors
Georgia
$3.65M -$106K -8,979 -3%
SPC
22
Sigma Planning Corp
Michigan
$3.59M +$4.84K +410 +0.1%
AFAS
23
Acorn Financial Advisory Services
Virginia
$3.04M +$60.8K +5,145 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$3M -$1.65M -140,059 -36%
Millennium Management
25
Millennium Management
New York
$2.69M -$3.5M -296,423 -57%

CION Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2024, worth a combined $212M — up 4% from $204M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CION positions and 19 closed out — a net gain of 8 holders — while 57 added to existing stakes and 60 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $6.35M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $6.12M sold.

  • 178 institutional investors held CION Investment (CION) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $212M of CION Investment stock for Q2 2024, up 4% quarter-over-quarter.
  • 27 funds opened new CION Investment positions in Q2 2024 and 19 closed out, a net change of +8 holders.
  • The largest CION Investment buyer in Q2 2024 was Private Advisor Group, an estimated $6.35M added.
  • The largest CION Investment seller in Q2 2024 was Punch & Associates Investment Management, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2024.