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Stellus Capital Investment Corp
SCM

Overview Fund Activity

54 hedge funds and large institutions have $32.8M invested in Stellus Capital Investment Corp in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
18
Closed
2
Calls
$224K
Puts
$1K
Net Calls
+$223K
Net Calls Change
-$519K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$521K
2
C
2
Cliffwater
California
$2.71M
3
BlackRock
3
BlackRock
New York
$1.46M
4
Millennium Management
4
Millennium Management
New York
$363K
5
AAS
5
Avantax Advisory Services
Texas
$211K

Top Sellers

1
AM
1
Ares Management
California
$4.82M
2
AAM
2
Advisors Asset Management
Colorado
$2.15M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$293K
4
VEA
4
Virtus ETF Advisers
New York
$260K
5
SMH
5
Sanders Morris Harris
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
26
Canada Life
Manitoba, Canada
$220K +$148K +13,348 +207%
AAS
27
Avantax Advisory Services
Texas
$211K +$211K +18,992 New
Lido Advisors
28
Lido Advisors
California
$210K +$5.36K +482 +3%
EGA
29
Eagle Global Advisors
Texas
$206K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$194K -$109K -9,820 -36%
Morgan Stanley
31
Morgan Stanley
New York
$158K -$10.8K -970 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$143K -$9.11K -819 -6%
LPL Financial
33
LPL Financial
California
$130K -$10.2K -916 -7%
Citadel Advisors
34
Citadel Advisors
Florida
$121K +$121K +10,897 New
MFG
35
Merit Financial Group
Georgia
$111K +$111K +10,000 New
SWM
36
Spire Wealth Management
Virginia
$88K -$7.77K -700 -8%
MA
37
Montag & Associates
Georgia
$80K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$76K -$25K -2,267 -25%
UBS Group
39
UBS Group
Switzerland
$44K +$31.8K +2,856 +262%
Lazard Asset Management
40
Lazard Asset Management
New York
$24K +$24K +2,226 New
EARNEST Partners
41
EARNEST Partners
Georgia
$21K – – –
ACM
42
Aquatic Capital Management
Illinois
$17K +$17K +1,500 New
CAL
43
Capital Analysts LLC
Pennsylvania
$16K – – –
GWM
44
Geneos Wealth Management
Colorado
$15K – – –
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
US Bancorp
46
US Bancorp
Minnesota
$8K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$8K +$8K +708 New
PFBT
48
Parkside Financial Bank & Trust
Missouri
$6K – – –
KFI
49
Key Financial Inc
Pennsylvania
$6K +$6K +500 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
1
2
3