CION InvestmentCION
About: CION Invt Corp is an externally managed, non-diversified, closed-end management investment company that has elected to be regulated as a business development company. The Company's portfolio is comprised of investments in senior secured debt, including first lien loans, second lien loans, and unitranche loans, and, to a lesser extent, collateralized securities, structured products and other similar securities, unsecured debt, and equity, of private and thinly-traded U.S. middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation for investors.
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
205% more capital invested
Capital invested by funds: $205M [Q3] → $626M (+$421M) [Q4]
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
61% more call options, than puts
Call options by funds: $297K | Put options by funds: $184K
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
3.5% more ownership
Funds ownership: 33.92% [Q3] → 37.42% (+3.5%) [Q4]
1% more funds holding
Funds holding: 173 [Q3] → 174 (+1) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Wells Fargo Finian O'Shea 50% 1-year accuracy 22 / 44 met price target | 5%upside $10 | Underweight Downgraded | 17 Mar 2025 |
Financial journalist opinion
Based on 14 articles about CION published over the past 30 days









