We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp

61 hedge funds and large institutions have $46.7M invested in Stellus Capital Investment Corp in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,039% more call options, than puts

Call options by funds: $952K | Put options by funds: $23K

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

43% more capital invested

Capital invested by funds: $32.6M → $46.7M (+$14.1M)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

7% more funds holding

Funds holding: 5761 (+4)

4.17% more ownership

Funds ownership: 11.74%15.91% (+4.2%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
17
Closed
5
Calls
$952K
Puts
$23K
Net Calls
+$929K
Net Calls Change
+$392K
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$432K -$104K -7,300 -19%
SPC
27
Sigma Planning Corp
Michigan
$414K +$71K +5,006 +20%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$324K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$302K -$72.6K -5,119 -19%
TI
30
Trexquant Investment
Connecticut
$300K +$121K +8,565 +67%
JP Morgan Chase
31
JP Morgan Chase
New York
$296K +$280K +19,749 +1,519%
JF
32
Jump Financial
Illinois
$286K +$117K +8,255 +69%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$279K
CA
34
Cetera Advisors
Colorado
$267K +$14.1K +995 +6%
VEA
35
Virtus ETF Advisers
New York
$264K -$32.6K -2,299 -11%
Canada Life
36
Canada Life
Manitoba, Canada
$245K +$11.3K +795 +5%
CCM
37
Chilton Capital Management
Texas
$239K +$148K +10,420 +158%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$223K -$8.33K -587 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$215K -$127K -8,983 -37%
CSS
40
Cubist Systematic Strategies
Connecticut
$213K +$215K +15,154 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$197K +$199K +14,034 New
OAM
42
Origin Asset Management
United Kingdom
$183K +$184K +13,000 New
LPL Financial
43
LPL Financial
California
$149K -$53.4K -3,763 -26%
UBS Group
44
UBS Group
Switzerland
$130K -$3.92K -276 -3%
MA
45
Montag & Associates
Georgia
$101K
QT
46
Quantbot Technologies
New York
$73K -$4.5K -317 -6%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$40.8K -$20.9K -1,474 -34%
TRCT
48
Tower Research Capital (TRC)
New York
$37K +$8.75K +617 +31%
Lazard Asset Management
49
Lazard Asset Management
New York
$31K
EARNEST Partners
50
EARNEST Partners
Georgia
$27.2K

SCM Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2023, worth a combined $46.7M — up 43% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCM positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.5M. The largest seller was Cliffwater, cutting an estimated $2M.

  • 61 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $46.7M of Stellus Capital Investment Corp stock for Q2 2023, up 43% quarter-over-quarter.
  • 9 funds opened new Stellus Capital Investment Corp positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest Stellus Capital Investment Corp buyer in Q2 2023 was Millennium Management, an estimated $4.5M added.
  • The largest Stellus Capital Investment Corp seller in Q2 2023 was Cliffwater, an estimated $2M sold.

Based on aggregated 13F filings for Q2 2023.