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Stellus Capital Investment Corp
SCM

Overview Fund Activity

51 hedge funds and large institutions have $32.9M invested in Stellus Capital Investment Corp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
12
Closed
4
Calls
$398K
Puts
$307K
Net Calls
+$91K
Net Calls Change
-$114K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$245K
2
Citadel Advisors
2
Citadel Advisors
Florida
$209K
3
CCM
3
Condor Capital Management
New Jersey
$1.35M
4
C
4
Cliffwater
California
$3.47M
5
PI
5
PEAK6 Investments
Illinois
$94.3K

Top Sellers

1
AM
1
Ares Management
California
$4.58M
2
CS
2
Credit Suisse
Switzerland
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.06M
4
MC
4
Muzinich & Co
New York
$1.06M
5
AAM
5
Advisors Asset Management
Colorado
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
26
Focus Partners Advisor Solutions
Missouri
$263K – – –
CA
27
Cetera Advisors
Colorado
$245K +$245K +18,474 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$210K +$49.1K +3,695 +30%
Citadel Advisors
29
Citadel Advisors
Florida
$209K +$209K +15,746 New
UBS Group
30
UBS Group
Switzerland
$175K +$53.3K +4,019 +44%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$164K -$68.3K -5,155 -29%
Wells Fargo
32
Wells Fargo
California
$153K -$12.3K -924 -7%
LPL Financial
33
LPL Financial
California
$150K -$13.7K -1,036 -8%
MFG
34
Merit Financial Group
Georgia
$133K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$99.1K +$5.38K +407 +6%
MA
36
Montag & Associates
Georgia
$94.5K – – –
PI
37
PEAK6 Investments
Illinois
$94.3K +$94.3K +7,112 New
SWM
38
Spire Wealth Management
Virginia
$85K – – –
ASN
39
Advisory Services Network
Georgia
$63.7K +$63.7K +4,806 New
Lazard Asset Management
40
Lazard Asset Management
New York
$29K – – –
EARNEST Partners
41
EARNEST Partners
Georgia
$25.6K – – –
CAL
42
Capital Analysts LLC
Pennsylvania
$19K – – –
Simplex Trading
43
Simplex Trading
Illinois
$15K +$163 +13 +1%
US Bancorp
44
US Bancorp
Minnesota
$9.28K – – –
PFBT
45
Parkside Financial Bank & Trust
Missouri
$6.63K – – –
GRP
46
Global Retirement Partners
California
$6.63K +$6.63K +500 New
KFI
47
Key Financial Inc
Pennsylvania
$5.97K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
VNA
49
Valley National Advisers
Pennsylvania
$2K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$27 +$14 +1 +100%
1
2
3