Stellus Capital Investment Corp
SCM
48 hedge funds and large institutions have $63.8M invested in Stellus Capital Investment Corp in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 45 → 48 (+3)
1.79% more ownership
Funds ownership: 34.92% → 36.71% (+1.8%)
2% more capital invested
Capital invested by funds: $62.6M → $63.8M (+$1.2M)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.19M |
| 2 |
BG
BlackRock Group
London,
United Kingdom
|
+$1.08M |
| 3 |
Morgan Stanley
New York
|
+$1.03M |
| 4 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$475K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.28M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$294K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$224K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$201K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citadel Advisors
Miami,
Florida
| – | -$159K | -10,686 | Closed |
|
SCM Hedge Fund Activity: Q1 2014 in Review
48 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2014, worth a combined $63.8M — up 1.9% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SCM positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was UBS, adding an estimated $1.19M. The largest seller was Vanguard Group, cutting an estimated $1.28M.
- 48 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2014, up from 45 in Q4 2013.
- Funds reported $63.8M of Stellus Capital Investment Corp stock for Q1 2014, up 1.9% quarter-over-quarter.
- 6 funds opened new Stellus Capital Investment Corp positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest Stellus Capital Investment Corp buyer in Q1 2014 was UBS, an estimated $1.19M added.
- The largest Stellus Capital Investment Corp seller in Q1 2014 was Vanguard Group, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2014.