Sterling Capital Funds
SCEC
32 hedge funds and large institutions have $402M invested in Sterling Capital Funds in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
4,505% more capital inflows, than outflows
Capital inflows: $90.7M | Capital outflows: $1.97M
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
14.43% more ownership
Funds ownership: 65.29% → 79.72% (+14%)
14% more funds holding
Funds holding: 28 → 32 (+4)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$56.6M |
| 2 |
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
+$8.89M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$5.41M |
| 4 |
LifeWealth Investments
Winter Garden,
Florida
|
+$4.66M |
| 5 |
CWA Asset Management Group
Naples,
Florida
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$526K |
| 2 |
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$447K |
| 3 |
Goldman Sachs
New York
|
-$389K |
| 4 |
LifePlan Investment Advisors
Raleigh,
North Carolina
|
-$222K |
| 5 |
FWG Investments
Lexington,
Kentucky
|
-$185K |
SCEC Hedge Fund Activity: Q1 2026 in Review
32 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital Funds (SCEC) for Q1 2026, worth a combined $402M — up 27% from $317M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SCEC positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Lloyd Advisory Services, adding an estimated $56.6M. The largest seller was Truist Financial, exiting entirely with an estimated $526K sold.
- 32 institutional investors held Sterling Capital Funds (SCEC) as of Q1 2026, up from 28 in Q4 2025.
- Funds reported $402M of Sterling Capital Funds stock for Q1 2026, up 27% quarter-over-quarter.
- 7 funds opened new Sterling Capital Funds positions in Q1 2026 and 3 closed out, a net change of +4 holders.
- The largest Sterling Capital Funds buyer in Q1 2026 was Lloyd Advisory Services, an estimated $56.6M added.
- The largest Sterling Capital Funds seller in Q1 2026 was Truist Financial, an estimated $526K sold.
Based on aggregated 13F filings for Q1 2026.