Stellus Capital Investment Corp
SCM
51 hedge funds and large institutions have $32.9M invested in Stellus Capital Investment Corp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
30% more call options, than puts
Call options by funds: $398K | Put options by funds: $307K
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more capital invested
Capital invested by funds: $32.1M → $32.9M (+$843K)
0% more funds holding
Funds holding: 51 → 51 (0)
1.06% less ownership
Funds ownership: 13.76% → 12.71% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$244K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$208K |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$202K |
| 4 |
C
Cliffwater
Marina Del Rey,
California
|
+$110K |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
+$93.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$837K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$787K |
| 3 |
MC
Muzinich & Co
New York
|
-$682K |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$682K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$552K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $13 | – | – | – |
|
|
CS
52
Credit Suisse
Zurich,
Switzerland
| – | -$787K | -66,000 | Closed |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| – | -$8K | -653 | Closed |
|
|
MPWT
54
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -168 | Closed |
|
SCM Hedge Fund Activity: Q4 2022 in Review
51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2022, worth a combined $32.9M — up 2.6% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCM positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $244K. The largest seller was Ares Management, cutting an estimated $837K.
- 51 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $32.9M of Stellus Capital Investment Corp stock for Q4 2022, up 2.6% quarter-over-quarter.
- 5 funds opened new Stellus Capital Investment Corp positions in Q4 2022 and 4 closed out, a net change of +1 holder.
- The largest Stellus Capital Investment Corp buyer in Q4 2022 was Cetera Advisors, an estimated $244K added.
- The largest Stellus Capital Investment Corp seller in Q4 2022 was Ares Management, an estimated $837K sold.
Based on aggregated 13F filings for Q4 2022.