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Paloma Partners’s Stellus Capital Investment Corp SCM Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-16,513
Closed -$226K – 960
2024
Q3 		$226K Buy
+16,513
New +$229K 0.01% 924
2014
Q3 		– Sell
-50,015
Closed -$735K – 1265
2014
Q2 		$735K Buy
+50,015
New +$697K 0.03% 432

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paloma Partners's SCM Position: Q4 2024 in Review

Paloma Partners sold out of Stellus Capital Investment Corp (SCM) in Q4 2024, closing a stake of 16,513 shares — an estimated $226K sold.

Paloma Partners first reported a position in SCM in Q2 2014 and held it in 2 quarters. The position peaked at $735K in Q2 2014. 58 funds tracked by Wall St. Rank hold SCM as of Q4 2024.

  • Paloma Partners reported no remaining Stellus Capital Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 16,513 Stellus Capital Investment Corp shares in Q4 2024, an estimated $226K.
  • Paloma Partners first reported a position in Stellus Capital Investment Corp in Q2 2014 and held it in 2 quarters.
  • Paloma Partners's Stellus Capital Investment Corp position peaked at $735K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.