Cion InvestmentCION
13F holders, Q2 2024 (June 30)178holders +6
24new positions
18sold out
3famous investors
$12.14avg. 13F price*
At the end of Q2 2024, 178 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, up 6 from Q1 2024. 24 opened new positions and 18 sold out. The largest holders were Van Eck Associates Corp. ($15.0M), Morgan Stanley ($13.7M) and Bulldog Investors, LLP ($12.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $6.2M |
| Exits | 18 | $16.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,780,737 shares bought and 3,297,995 shares sold, net −517,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Van Eck Associates Corp. | 0.02% | Add +15.7% | 1,237,366 | $15.0M |
| Morgan Stanley | 0.00% | Add +86.0% | 1,130,762 | $13.7M |
| Bulldog Investors, LLP | 4.65% | Reduce -0.2% | 1,024,353 | $12.4M |
| LPL Financial LLC | 0.01% | Reduce -2.8% | 936,658 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -3.3% | 842,482 | $10.2M |
| Acadian Asset Management LLC | 0.03% | Add +32.5% | 695,609 | $8.4M |
| Pinkerton Wealth, LLC | 1.29% | Reduce -7.8% | 695,021 | $8.4M |
| Callodine Capital Management, LP | 1.92% | Add +8.0% | 675,000 | $8.2M |
| Private Advisor Group, LLC | 0.05% | Add +674.1% | 617,444 | $7.5M |
| Two Sigma Advisers, LP | 0.02% | Add +71.2% | 594,500 | $7.2M |
| Cetera Investment Advisers | 0.01% | Reduce -16.3% | 438,484 | $5.3M |
| Two Sigma Investments, LP | 0.01% | Add +4.8% | 382,977 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 379,011 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +18.8% | 350,825 | $4.3M |
| Alpine Global Management, LLC | 0.79% | Reduce -46.2% | 340,817 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.3% | 337,228 | $4.1M |
| Berger Financial Group, Inc | 0.32% | Reduce -3.0% | 334,686 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -41.6% | 322,600 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +61.5% | 315,880 | $3.8M |
| Independent Financial Group, LLC | 0.15% | Add +2.4% | 314,129 | $3.8M |
| Arkadios Wealth Advisors | 0.25% | Reduce -2.9% | 301,202 | $3.7M |
| Sigma Planning Corp | 0.11% | Add +0.1% | 295,949 | $3.6M |
| Acorn Financial Advisory Services Inc. | 0.57% | Add +2.1% | 251,086 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.1% | 247,387 | $3.0M |
| Millennium Management | 0.00% | Reduce -57.2% | 221,882 | $2.7M |
| Diversify Wealth Management, LLC | 0.28% | — | 193,776 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.8% | 183,542 | $2.2M |
| HighPoint Advisor Group LLC | 0.12% | No change | 158,004 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | Add +237.3% | 124,500 | $1.5M |
| BlackRock Inc. | 0.00% | Reduce -0.8% | 124,338 | $1.5M |
| Man Group plc | 0.00% | Reduce -31.4% | 116,209 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 87,820 | $1.1M |
| Trivium Point Advisory, LLC | 0.15% | Reduce -3.8% | 84,627 | $1.0M |
| International Assets Investment Management, LLC | 0.08% | Reduce -29.7% | 73,200 | $887K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -14.4% | 70,008 | $848K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $767K |
| Trexquant Investment LP | 0.01% | Add +50.3% | 61,875 | $750K |
| Virtus Advisers, LLC | 0.37% | Add +20.8% | 61,551 | $746K |
| Quadrature Capital Ltd | 0.01% | Reduce -43.3% | 57,603 | $698K |
| Cooper Financial Group | 0.10% | Add +0.2% | 57,215 | $693K |
| Endowment Wealth Management, Inc. | 0.50% | Add +2.3% | 56,841 | $689K |
| Founders Financial Securities LLC | 0.06% | Add +33.4% | 55,412 | $672K |
| Curi Capital, LLC | 0.02% | Add +22.2% | 55,000 | $667K |
| UBS Group AG | 0.00% | Add +40.2% | 54,475 | $660K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.9% | 49,185 | $596K |
| Continuum Advisory, LLC | 0.08% | No change | 47,077 | $571K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.0% | 46,980 | $569K |
| Neuberger Berman Group LLC | 0.00% | New | 46,944 | $569K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 45,952 | $557K |
| Redmont Wealth Advisors LLC | 0.88% | New | 45,816 | $555K |
| Mariner, LLC | 0.00% | Add +34.5% | 43,941 | $533K |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 42,823 | $519K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -29.2% | 41,565 | $504K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.4% | 40,539 | $491K |
| Envestnet Asset Management Inc. | 0.00% | Add +28.7% | 38,427 | $466K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +5.3% | 37,893 | $459K |
| Koshinski Asset Management, Inc. | 0.04% | Add +127.3% | 36,909 | $453K |
| NFSG Corp | 0.17% | Add +0.6% | 36,611 | $444K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +27.6% | 36,070 | $437K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 35,828 | $434K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -61.2% | 35,335 | $428K |
| Cambria Investment Management, L.P. | 0.03% | Add +42.5% | 35,019 | $424K |
| Stifel Financial Corp. | 0.00% | New | 34,036 | $413K |
| Beacon Capital Management, LLC | 0.07% | Reduce -3.0% | 33,098 | $401K |
| Magnetar Financial LLC | 0.01% | New | 32,199 | $390K |
| Lazard Asset Management LLC | 0.00% | Add +852.0% | 32,035 | $388K |
| Aviso Wealth Management | 0.23% | Reduce -14.6% | 31,631 | $383K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 31,277 | $379K |
| EWG Elevate Inc. | 0.13% | No change | 29,434 | $357K |
| Creekmur Asset Management LLC | 0.09% | Add +5565.1% | 29,402 | $356K |
| Townsquare Capital LLC | 0.00% | Reduce -18.7% | 29,377 | $356K |
| AE Wealth Management LLC | 0.00% | Add +18.5% | 29,022 | $352K |
| PAX Financial Group, LLC | 0.07% | Add +1.1% | 28,355 | $344K |
| Citadel Advisors | 0.00% | Reduce -69.2% | 28,218 | $342K |
| Cerity Partners LLC | 0.00% | Add +8.7% | 27,888 | $338K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 27,851 | $338K |
| Beck Capital Management, LLC | 0.09% | Add +17.4% | 27,714 | $336K |
| IFP Advisors, Inc | 0.01% | Add +59.2% | 27,544 | $334K |
| United Advisor Group, LLC | 0.10% | No change | 26,359 | $319K |
| Sei Investments Co. | 0.00% | New | 26,048 | $316K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 25,587 | $310K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.9% | 25,289 | $307K |
| Apollon Wealth Management, LLC | 0.01% | Add +26.8% | 25,189 | $305K |
| HRT Financial LP | 0.00% | New | 25,054 | $303K |
| Gsa Capital Partners LLP | 0.02% | New | 24,898 | $302K |
| Engineers Gate Manager LP | 0.01% | Reduce -63.0% | 24,693 | $299K |
| BlueChip Wealth Advisors LLC | 0.18% | No change | 24,564 | $298K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.4% | 23,820 | $289K |
| Kingsview Wealth Management, LLC | 0.01% | New | 23,295 | $282K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.0% | 23,039 | $279K |
| Catalina Capital Group, LLC | 0.11% | Add +61.9% | 22,931 | $278K |
| Susquehanna International Group, LLP | 0.00% | New | 22,635 | $274K |
| Cwm, LLC | 0.00% | Add +62.8% | 22,645 | $274K |
| Simon Quick Advisors, LLC | 0.02% | Add +3.0% | 22,071 | $267K |
| Advisors Asset Management, Inc. | 0.01% | New | 21,544 | $261K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 21,173 | $257K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -14.9% | 21,093 | $256K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.6% | 21,040 | $255K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.7% | 20,469 | $248K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.7% | 20,427 | $248K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +52.9% | 20,388 | $247K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.2% | 20,382 | $247K |
| Brookstone Capital Management | 0.00% | Add +3.1% | 19,486 | $242K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 19,631 | $238K |
| Swmg, LLC | 0.10% | No change | 19,374 | $235K |
| Belpointe Asset Management LLC | 0.02% | Reduce -44.7% | 17,946 | $218K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 17,591 | $213K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 17,591 | $213K |
| Jump Financial, LLC | 0.00% | Reduce -67.4% | 17,371 | $211K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -3.1% | 17,304 | $210K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 16,865 | $204K |
| Arete Wealth Advisors, LLC | 0.02% | New | 16,867 | $204K |
| Founders Financial Alliance, LLC | 0.06% | Add +42.6% | 16,719 | $203K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $202K |
| Spire Wealth Management | 0.01% | Add +2.2% | 16,258 | $197K |
| Strategic Blueprint, LLC | 0.01% | Reduce -10.7% | 16,253 | $197K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -34.7% | 16,233 | $197K |
| Triumph Capital Management | 0.07% | Reduce -10.7% | 15,521 | $189K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -1.3% | 15,476 | $188K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 15,470 | $187K |
| Regatta Capital Group, LLC | 0.04% | Reduce -21.6% | 15,438 | $187K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.5% | 15,230 | $185K |
| Ignite Planners, LLC | 0.04% | Reduce -8.2% | 14,885 | $182K |
| Creative Planning | 0.00% | Reduce -21.9% | 14,821 | $180K |
| Kowal Investment Group, LLC | 0.03% | Reduce -48.9% | 13,939 | $169K |
| Marshall Wace, LLP | 0.00% | New | 13,503 | $164K |
| Fullcircle Wealth LLC | 0.08% | — | 12,810 | $156K |
| Wedbush Securities Inc. | 0.01% | Add +4.9% | 12,900 | $156K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 12,704 | $154K |
| World Investment Advisors | 0.01% | New | 12,622 | $153K |
| Strong Tower Advisory Services | 0.05% | No change | 12,503 | $152K |
| First Heartland Consultants, Inc. | 0.01% | New | 11,951 | $145K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.2% | 11,759 | $143K |
| SageView Advisory Group, LLC | 0.01% | Reduce -24.2% | 11,322 | $137K |
| Centaurus Financial, Inc. | 0.01% | Reduce -38.5% | 11,295 | $137K |
| Providence Wealth Advisors, LLC | 0.11% | No change | 11,146 | $134K |
| Bensler, LLC | 0.02% | Reduce -12.8% | 10,662 | $129K |
| Bank of America Corp. | 0.00% | Add +35.5% | 10,625 | $129K |
| RFG Advisory, LLC | 0.00% | Add +0.4% | 10,615 | $129K |
| Atticus Wealth Management, LLC | 0.04% | No change | 10,594 | $128K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.8% | 10,234 | $124K |
| Coppell Advisory Solutions LLC | 0.02% | — | 9,873 | $120K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 9,543 | $116K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.4% | 9,359 | $113K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.8% | 8,020 | $97K |
| Private Trust Co. NA | 0.01% | No change | 7,284 | $88K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 6,364 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -73.8% | 5,826 | $71K |
| LSV Asset Management | 0.00% | No change | 5,800 | $70K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 5,418 | $66K |
| Huntington National Bank | 0.00% | No change | 4,704 | $57K |
| Joseph Group Capital Management | 0.03% | No change | 4,131 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,000 | $50K |
| Tyler-Stone Wealth Management | 0.02% | No change | 3,863 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,850 | $47K |
| Hillsdale Investment Management Inc. | 0.00% | New | 3,600 | $44K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $40K |
| Tidemark, LLC | 0.02% | Reduce -6.1% | 3,003 | $36K |
| Main Street Group, LTD | 0.02% | Reduce -41.5% | 2,856 | $35K |
| New England Capital Financial Advisors LLC | 0.01% | Add +3.0% | 2,173 | $26K |
| Arlington Trust Co LLC | 0.01% | No change | 2,100 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $24K |
| Allworth Financial LP | 0.00% | No change | 1,689 | $21K |
| Comerica Bank | 0.00% | Add +118.7% | 1,662 | $20K |
| Camelot Portfolios, LLC | 0.01% | New | 1,629 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $19K |
| Group One Trading LLC | 0.00% | New | 1,000 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 854 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 590 | $7K |
| Kozak & Associates, Inc. | 0.00% | Add +3.0% | 514 | $6K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 439 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 404 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 285 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 87 | $1K |
| Lanark Financial, Inc. | 0.00% | Add +2.6% | 159 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $70 |
| FMR LLC | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.