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Stellus Capital Investment Corp

48 hedge funds and large institutions have $35.9M invested in Stellus Capital Investment Corp in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $211K | Put options by funds: $55K

40% more capital invested

Capital invested by funds: $25.7M → $35.9M (+$10.2M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4748 (+1)

1.68% more ownership

Funds ownership: 15.76%17.44% (+1.7%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
18
Closed
6
Calls
$211K
Puts
$55K
Net Calls
+$156K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$198K -$81.7K -8,255 -31%
UBS Group
27
UBS Group
Switzerland
$187K -$293K -29,593 -63%
ASN
28
Advisory Services Network
Georgia
$167K +$144K +14,537 +1,833%
Osaic Holdings
29
Osaic Holdings
Arizona
$163K +$73.4K +7,420 +99%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$158K -$32.7K -3,306 -19%
SI
31
Stephens Inc
Arkansas
$155K
LPL Financial
32
LPL Financial
California
$154K -$1.97K -199 -1%
SFS
33
Sowell Financial Services
Arkansas
$152K +$139K +14,000 New
Citadel Advisors
34
Citadel Advisors
Florida
$150K -$146K -14,705 -52%
SFI
35
Susquehanna Fundamental Investments
Pennsylvania
$123K
BRWA
36
B. Riley Wealth Advisors
Florida
$120K +$108K +10,952 New
Wells Fargo
37
Wells Fargo
California
$115K -$9.9K -1,000 -9%
Canada Life
38
Canada Life
Manitoba, Canada
$102K +$2.66K +269 +3%
FIA
39
FNY Investment Advisers
New York
$43K +$39.6K +4,000 New
Group One Trading
40
Group One Trading
Illinois
$36K +$32.5K +3,285 New
TRCT
41
Tower Research Capital (TRC)
New York
$36K +$32.6K +3,295 New
GWM
42
Geneos Wealth Management
Colorado
$32K
EARNEST Partners
43
EARNEST Partners
Georgia
$21K
APA
44
American Portfolios Advisors
New York
$17.4K
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$11.9K +1,200 New
Credit Agricole
46
Credit Agricole
France
$11K +$9.9K +1,000 New
US Bancorp
47
US Bancorp
Minnesota
$8K
FCH
48
Freestone Capital Holdings
Washington
$1.05K
WG
49
Winton Group
United Kingdom
-$828K -95,128 Closed
RCM
50
Radcliffe Capital Management
Pennsylvania
-$745K -85,665 Closed

SCM Hedge Fund Activity: Q4 2020 in Review

48 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2020, worth a combined $35.9M — up 40% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SCM positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Ares Management, adding an estimated $4.5M. The largest seller was Winton Group, exiting entirely with an estimated $828K sold.

  • 48 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $35.9M of Stellus Capital Investment Corp stock for Q4 2020, up 40% quarter-over-quarter.
  • 7 funds opened new Stellus Capital Investment Corp positions in Q4 2020 and 6 closed out, a net change of +1 holder.
  • The largest Stellus Capital Investment Corp buyer in Q4 2020 was Ares Management, an estimated $4.5M added.
  • The largest Stellus Capital Investment Corp seller in Q4 2020 was Winton Group, an estimated $828K sold.

Based on aggregated 13F filings for Q4 2020.