We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp

52 hedge funds and large institutions have $48.6M invested in Stellus Capital Investment Corp in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,573% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $41K

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $35.9M → $48.6M (+$12.7M)

3.28% more ownership

Funds ownership: 11.39%14.67% (+3.3%)

2% less funds holding

Funds holding: 5352 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
11
Closed
10
Calls
$1.51M
Puts
$41K
Net Calls
+$1.47M
Net Calls Change
+$582K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$470K -$45.1K -3,266 -9%
BWS
27
BCR Wealth Strategies
Alabama
$368K +$370K +26,824 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$367K +$2.03K +147 +0.6%
DTL
29
Dynamic Technology Lab
Singapore
$305K +$307K +22,204 New
Canada Life
30
Canada Life
Manitoba, Canada
$281K
LSV Asset Management
31
LSV Asset Management
Illinois
$281K
CIA
32
Concurrent Investment Advisors
Florida
$211K +$213K +15,392 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$178K
OC
34
Oppenheimer & Co
New York
$168K -$21.2K -1,536 -11%
Wells Fargo
35
Wells Fargo
California
$162K -$331 -24 -0.2%
UBS Group
36
UBS Group
Switzerland
$150K +$32.9K +2,384 +28%
FFA
37
Farther Finance Advisors
California
$141K +$141K +10,244 New
PAG
38
Private Advisor Group
New Jersey
$137K
JP Morgan Chase
39
JP Morgan Chase
New York
$120K +$72.1K +5,223 +148%
CCM
40
Chilton Capital Management
Texas
$104K +$13.8K +1,000 +15%
ACM
41
Aquatic Capital Management
Illinois
$102K +$102K +7,400 New
Osaic Holdings
42
Osaic Holdings
Arizona
$54.9K -$64.9K -4,699 -54%
Group One Trading
43
Group One Trading
Illinois
$39.3K +$19.9K +1,438 +101%
PA
44
PSI Advisors
Florida
$31.6K +$15.2K +1,100 +92%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$22K +$22.1K +1,600 New
KFI
46
Key Financial Inc
Pennsylvania
$6.87K
PFBT
47
Parkside Financial Bank & Trust
Missouri
$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

SCM Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2024, worth a combined $48.6M — up 35% from $35.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SCM and 9 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 20 added.

The largest buyer was Two Sigma Advisers, adding an estimated $3.38M. The largest seller was Citadel Advisors, cutting an estimated $739K.

  • 52 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2024, down from 53 in Q1 2024.
  • Funds reported $48.6M of Stellus Capital Investment Corp stock for Q2 2024, up 35% quarter-over-quarter.
  • 9 funds opened new Stellus Capital Investment Corp positions in Q2 2024 and 10 closed out, a net change of -1 holder.
  • The largest Stellus Capital Investment Corp buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.38M added.
  • The largest Stellus Capital Investment Corp seller in Q2 2024 was Citadel Advisors, an estimated $739K sold.

Based on aggregated 13F filings for Q2 2024.