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Stellus Capital Investment Corp
SCM

Overview Fund Activity

56 hedge funds and large institutions have $39M invested in Stellus Capital Investment Corp in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
15
Closed
7
Calls
$478K
Puts
$33K
Net Calls
+$445K
Net Calls Change
-$492K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$2.36M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345K
3
BlackRock
3
BlackRock
New York
$1.54M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$251K
5
ACM
5
Aquatic Capital Management
Illinois
$244K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.65M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$255K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$5.2M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$192K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
26
Canada Life
Manitoba, Canada
$268K -$25.7K -1,867 -9%
Marshall Wace
27
Marshall Wace
United Kingdom
$255K -$815K -59,262 -76%
HighTower Advisors
28
HighTower Advisors
Illinois
$251K +$251K +18,208 New
ACM
29
Aquatic Capital Management
Illinois
$244K +$244K +17,729 New
CIA
30
Concurrent Investment Advisors
Florida
$226K -$23K -1,668 -9%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$192K -$477K -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 -$2.9K -211 -2%
Wells Fargo
35
Wells Fargo
California
$156K +$743 +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 -$230K -16,693 -80%
PA
40
PSI Advisors
Florida
$34.4K – – –
OP
41
ORG Partners
Indiana
$29K +$29K +2,110 New
PTC
42
Private Trust Company
Ohio
$15.1K +$15.1K +1,097 New
CA
43
Crewe Advisors
Utah
$10.3K +$10.3K +750 New
PIS
44
POM Investment Strategies
North Carolina
$9.99K +$9.99K +726 New
PFBT
45
Parkside Financial Bank & Trust
Missouri
$6.88K – – –
KFI
46
Key Financial Inc
Pennsylvania
$6.88K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$6.88K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
HCP
49
Hexagon Capital Partners
Arkansas
$4.93K +$3.76K +273 +321%
LC
50
Lindbrook Capital
California
$4.54K – – –
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2
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