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Stellus Capital Investment Corp

58 hedge funds and large institutions have $39M invested in Stellus Capital Investment Corp in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,348% more call options, than puts

Call options by funds: $478K | Put options by funds: $33K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 5358 (+5)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.31% less ownership

Funds ownership: 11.79%10.48% (-1.3%)

7% less capital invested

Capital invested by funds: $41.9M → $39M (-$2.9M)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
15
Closed
7
Calls
$478K
Puts
$33K
Net Calls
+$445K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
26
Canada Life
Manitoba, Canada
$268K -$25.9K -1,867 -9%
Marshall Wace
27
Marshall Wace
United Kingdom
$255K -$821K -59,262 -76%
HighTower Advisors
28
HighTower Advisors
Illinois
$251K +$252K +18,208 New
ACM
29
Aquatic Capital Management
Illinois
$244K +$245K +17,729 New
CIA
30
Concurrent Investment Advisors
Florida
$226K -$23.1K -1,668 -9%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$192K -$480K -34,640 -71%
FFA
32
Farther Finance Advisors
California
$180K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$179K
OC
34
Oppenheimer & Co
New York
$166K -$2.92K -211 -2%
Wells Fargo
35
Wells Fargo
California
$156K +$748 +54 +0.5%
Osaic Holdings
36
Osaic Holdings
Arizona
$143K +$102K +7,382 +246%
PAG
37
Private Advisor Group
New Jersey
$138K
CCM
38
Chilton Capital Management
Texas
$105K
Citadel Advisors
39
Citadel Advisors
Florida
$59.2K -$231K -16,693 -80%
PA
40
PSI Advisors
Florida
$34.4K
OP
41
ORG Partners
Indiana
$29K +$29.2K +2,110 New
PTC
42
Private Trust Company
Ohio
$15.1K +$15.2K +1,097 New
CA
43
Crewe Advisors
Utah
$10.3K +$10.4K +750 New
PIS
44
POM Investment Strategies
North Carolina
$9.99K +$10.1K +726 New
Jones Financial Companies
45
Jones Financial Companies
Missouri
$6.88K
KFI
46
Key Financial Inc
Pennsylvania
$6.88K
PFBT
47
Parkside Financial Bank & Trust
Missouri
$6.88K
APW
48
Aventura Private Wealth
Florida
$6.5K +$6.54K +472 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$6K
HCP
50
Hexagon Capital Partners
Arkansas
$4.93K +$3.78K +273 +321%

SCM Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2024, worth a combined $39M — down 6.9% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCM positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $773K. The largest seller was Millennium Management, exiting entirely with an estimated $1.38M sold.

  • 58 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $39M of Stellus Capital Investment Corp stock for Q4 2024, down 6.9% quarter-over-quarter.
  • 13 funds opened new Stellus Capital Investment Corp positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest Stellus Capital Investment Corp buyer in Q4 2024 was Corient Private Wealth, an estimated $773K added.
  • The largest Stellus Capital Investment Corp seller in Q4 2024 was Millennium Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2024.