We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp

53 hedge funds and large institutions have $41.9M invested in Stellus Capital Investment Corp in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,532% more call options, than puts

Call options by funds: $974K | Put options by funds: $37K

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5253 (+1)

2.88% less ownership

Funds ownership: 14.67%11.79% (-2.9%)

14% less capital invested

Capital invested by funds: $48.6M → $41.9M (-$6.69M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
18
Closed
5
Calls
$974K
Puts
$37K
Net Calls
+$937K
Net Calls Change
-$528K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$287K -$451K -32,545 -61%
LSV Asset Management
27
LSV Asset Management
Illinois
$281K
CIA
28
Concurrent Investment Advisors
Florida
$248K +$37.5K +2,704 +18%
Northern Trust
29
Northern Trust
Illinois
$242K +$245K +17,659 New
PP
30
Paloma Partners
Connecticut
$226K +$229K +16,513 New
PCIA
31
Prime Capital Investment Advisors
Kansas
$223K +$226K +16,278 New
JP Morgan Chase
32
JP Morgan Chase
New York
$205K +$85.9K +6,197 +71%
FFA
33
Farther Finance Advisors
California
$179K +$39.7K +2,862 +28%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$178K
UBS Group
35
UBS Group
Switzerland
$173K +$22.9K +1,654 +15%
OC
36
Oppenheimer & Co
New York
$168K +$1.34K +97 +0.8%
Wells Fargo
37
Wells Fargo
California
$154K -$6.9K -498 -4%
PAG
38
Private Advisor Group
New Jersey
$137K
CCM
39
Chilton Capital Management
Texas
$104K
Group One Trading
40
Group One Trading
Illinois
$41.5K +$2.38K +172 +6%
Osaic Holdings
41
Osaic Holdings
Arizona
$41.1K -$13.8K -995 -25%
PA
42
PSI Advisors
Florida
$34.2K +$2.77K +200 +9%
C
43
Cliffwater
California
$13.3K -$1.41M -101,908 -99%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$6.85K -$15.2K -1,100 -69%
KFI
45
Key Financial Inc
Pennsylvania
$6.84K
PFBT
46
Parkside Financial Bank & Trust
Missouri
$6.84K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$5K
LC
48
Lindbrook Capital
California
$4.52K
VNA
49
Valley National Advisers
Pennsylvania
$2K
HCP
50
Hexagon Capital Partners
Arkansas
$1.16K +$1.18K +85 New

SCM Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q3 2024, worth a combined $41.9M — down 14% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SCM positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $666K. The largest seller was Millennium Management, cutting an estimated $1.57M.

  • 53 institutional investors held Stellus Capital Investment Corp (SCM) as of Q3 2024, up from 52 in Q2 2024.
  • Funds reported $41.9M of Stellus Capital Investment Corp stock for Q3 2024, down 14% quarter-over-quarter.
  • 6 funds opened new Stellus Capital Investment Corp positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest Stellus Capital Investment Corp buyer in Q3 2024 was Corient Private Wealth, an estimated $666K added.
  • The largest Stellus Capital Investment Corp seller in Q3 2024 was Millennium Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2024.