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Stellus Capital Investment Corp

51 hedge funds and large institutions have $48.6M invested in Stellus Capital Investment Corp in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
11
Closed
9
Calls
$1.51M
Puts
$41K
Net Calls
+$1.47M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Sunbelt Securities
Texas
$470K -$44.8K -3,266 -9%
BWS
27
BCR Wealth Strategies
Alabama
$368K +$368K +26,824 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$367K +$2.02K +147 +0.6%
DTL
29
Dynamic Technology Lab
Singapore
$305K +$305K +22,204 New
LSV Asset Management
30
LSV Asset Management
Illinois
$281K
Canada Life
31
Canada Life
Manitoba, Canada
$281K
CIA
32
Concurrent Investment Advisors
Florida
$211K +$211K +15,392 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$178K
OC
34
Oppenheimer & Co
New York
$168K -$21.1K -1,536 -11%
Wells Fargo
35
Wells Fargo
California
$162K -$330 -24 -0.2%
UBS Group
36
UBS Group
Switzerland
$150K +$32.7K +2,384 +28%
FFA
37
Farther Finance Advisors
California
$141K +$141K +10,244 New
PAG
38
Private Advisor Group
New Jersey
$137K
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$120K +$71.7K +5,223 +148%
CCM
40
Chilton Capital Management
Texas
$104K +$13.7K +1,000 +15%
ACM
41
Aquatic Capital Management
Illinois
$102K +$102K +7,400 New
Osaic Holdings
42
Osaic Holdings
Arizona
$54.9K -$64.5K -4,699 -54%
Group One Trading
43
Group One Trading
Illinois
$39.3K +$19.7K +1,438 +101%
PA
44
PSI Advisors
Florida
$31.6K +$15.1K +1,100 +92%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$22K +$22K +1,600 New
PFBT
46
Parkside Financial Bank & Trust
Missouri
$6.87K
KFI
47
Key Financial Inc
Pennsylvania
$6.87K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5K
LC
49
Lindbrook Capital
California
$4.53K
VNA
50
Valley National Advisers
Pennsylvania
$2K