Millennium Management
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Millennium Management’s Stellus Capital Investment Corp SCM Stock Holding History

Millennium Management’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
+116,667
New +$1.3M ﹤0.01% 4338
2024
Q4 		– Sell
-100,572
Closed -$1.38M – 6408
2024
Q3 		$1.38M Sell
100,572
-113,386
-53% -$1.57M ﹤0.01% 4019
2024
Q2 		$2.94M Buy
213,958
+158,415
+285% +$2.19M ﹤0.01% 3188
2024
Q1 		$727K Sell
55,543
-99,997
-64% -$1.3M ﹤0.01% 4557
2023
Q4 		$2M Sell
155,540
-75,751
-33% -$978K ﹤0.01% 3609
2023
Q3 		$3.15M Sell
231,291
-193,264
-46% -$2.77M ﹤0.01% 3164
2023
Q2 		$5.97M Buy
424,555
+317,474
+296% +$4.5M ﹤0.01% 2500
2023
Q1 		$1.51M Buy
+107,081
New +$1.55M ﹤0.01% 3704
2022
Q3 		– Sell
-32,573
Closed -$363K – 7440
2022
Q2 		$363K Buy
32,573
+21,116
+184% +$273K ﹤0.01% 5203
2022
Q1 		$159K Buy
+11,457
New +$156K ﹤0.01% 5940
2021
Q1 		– Sell
-34,879
Closed -$379K – 6451
2020
Q4 		$379K Buy
34,879
+14,681
+73% +$145K ﹤0.01% 4416
2020
Q3 		$176 Sell
20,198
-130,332
-87% -$1.06M ﹤0.01% 4102
2020
Q2 		$1.1M Buy
150,530
+111,854
+289% +$847K ﹤0.01% 2941
2020
Q1 		$282K Buy
+38,676
New +$483K ﹤0.01% 3208
2019
Q3 		– Sell
-39,959
Closed -$553K – 4507
2019
Q2 		$553K Sell
39,959
-7,753
-16% -$109K ﹤0.01% 3158
2019
Q1 		$675K Buy
+47,712
New +$677K ﹤0.01% 3086
2017
Q4 		– Sell
-91,668
Closed -$1.25M – 4041
2017
Q3 		$1.25M Sell
91,668
-79,400
-46% -$1.08M ﹤0.01% 2403
2017
Q2 		$2.35M Buy
171,068
+129,768
+314% +$1.81M ﹤0.01% 1984
2017
Q1 		$601K Buy
41,300
+27,730
+204% +$380K ﹤0.01% 2714
2016
Q4 		$164K Sell
13,570
-3,172
-19% -$36.2K ﹤0.01% 3126
2016
Q3 		$182K Buy
+16,742
New +$185K ﹤0.01% 3005
2015
Q4 		– Sell
-21,675
Closed -$218K – 3732
2015
Q3 		$218K Buy
+21,675
New +$233K ﹤0.01% 3078
2015
Q2 		– Sell
-21,015
Closed -$254K – 3780
2015
Q1 		$254K Sell
21,015
-13,506
-39% -$165K ﹤0.01% 3153
2014
Q4 		$407K Buy
34,521
+7,475
+28% +$99.8K ﹤0.01% 3144
2014
Q3 		$376K Buy
27,046
+13,162
+95% +$188K ﹤0.01% 2916
2014
Q2 		$204K Buy
+13,884
New +$193K ﹤0.01% 3119

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Millennium Management's SCM Position: Q1 2026 in Review

Millennium Management opened a new position in Stellus Capital Investment Corp (SCM) in Q1 2026: 116,667 shares worth $1.07M. The stake represents ﹤0.01% of the portfolio and ranks #4338 among its holdings. This is a return to the name: Millennium Management previously reported a position in SCM as recently as Q3 2024.

Millennium Management first reported a position in SCM in Q2 2014 and has held it in 26 quarters since. The position peaked at $5.97M in Q2 2023. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Millennium Management held 116,667 shares of Stellus Capital Investment Corp worth $1.07M as of Q1 2026.
  • Stellus Capital Investment Corp was a new Millennium Management position in Q1 2026.
  • Stellus Capital Investment Corp made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #4338 holding.
  • Millennium Management first reported a position in Stellus Capital Investment Corp in Q2 2014 and has held it in 26 quarters since.
  • Millennium Management's Stellus Capital Investment Corp position peaked at $5.97M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.