Stellus Capital Investment Corp
SCM
47 hedge funds and large institutions have $43.3M invested in Stellus Capital Investment Corp in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 7 closing their positions.
20% more capital invested
Capital invested by funds: $35.9M → $43.3M (+$7.36M)
0.01% less ownership
Funds ownership: 17.44% → 17.43% (-0.01%)
2% less funds holding
Funds holding: 48 → 47 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
+$3.03M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$352K |
| 3 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$240K |
| 4 |
C
Cliffwater
Marina Del Rey,
California
|
+$197K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$98.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$519K |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$513K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$487K |
| 4 |
Millennium Management
New York
|
-$379K |
| 5 |
Two Sigma Advisers
New York
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
51
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$152K | -14,000 | Closed |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$120K | -10,952 | Closed |
|
53
Group One Trading
Chicago,
Illinois
| – | -$36K | -3,285 | Closed |
|
|
APA
54
American Portfolios Advisors
Holbrook,
New York
| – | -$17.4K | -1,600 | Closed |
|
SCM Hedge Fund Activity: Q1 2021 in Review
47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2021, worth a combined $43.3M — up 20% from $35.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SCM and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 13 added.
The largest buyer was Ares Management, adding an estimated $3.03M. The largest seller was BlackRock, cutting an estimated $519K.
- 47 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2021, down from 48 in Q4 2020.
- Funds reported $43.3M of Stellus Capital Investment Corp stock for Q1 2021, up 20% quarter-over-quarter.
- 6 funds opened new Stellus Capital Investment Corp positions in Q1 2021 and 7 closed out, a net change of -1 holder.
- The largest Stellus Capital Investment Corp buyer in Q1 2021 was Ares Management, an estimated $3.03M added.
- The largest Stellus Capital Investment Corp seller in Q1 2021 was BlackRock, an estimated $519K sold.
Based on aggregated 13F filings for Q1 2021.