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Stellus Capital Investment Corp
SCM

43 hedge funds and large institutions have $61.1M invested in Stellus Capital Investment Corp in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.44% more ownership

Funds ownership: 27.71% → 29.15% (+1.4%)

3% more capital invested

Capital invested by funds: $59.2M → $61.1M (+$1.93M)

4% less funds holding

Funds holding: 45 → 43 (-2)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
17
Closed
8
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.43M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.26M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$698K
4
LSV Asset Management
LSV Asset Management
Illinois
+$605K
5
Axa
Axa
France
+$449K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.25M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.1M
3
AAM
Advisors Asset Management
Colorado
-$919K
4
UBS Group
UBS Group
Switzerland
-$808K
5
MC
Muzinich & Co
New York
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
– -$1K -100 Closed
1 2
3

SCM Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2017, worth a combined $61.1M — up 3.3% from $59.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SCM and 6 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Invesco, opening a new position worth an estimated $6.43M. The largest seller was Millennium Management, exiting entirely with an estimated $1.25M sold.

  • 43 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2017, down from 45 in Q3 2017.
  • Funds reported $61.1M of Stellus Capital Investment Corp stock for Q4 2017, up 3.3% quarter-over-quarter.
  • 6 funds opened new Stellus Capital Investment Corp positions in Q4 2017 and 8 closed out, a net change of -2 holders.
  • The largest Stellus Capital Investment Corp buyer in Q4 2017 was Invesco, an estimated $6.43M added.
  • The largest Stellus Capital Investment Corp seller in Q4 2017 was Millennium Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2017.