We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp
SCM

57 hedge funds and large institutions have $32.6M invested in Stellus Capital Investment Corp in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $608K | Put options by funds: $71K

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

12% more funds holding

Funds holding: 51 → 57 (+6)

0.97% less ownership

Funds ownership: 12.71% → 11.74% (-0.97%)

1% less capital invested

Capital invested by funds: $32.9M → $32.6M (-$362K)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
10
Closed
9
Calls
$608K
Puts
$71K
Net Calls
+$537K
Net Calls Change
+$446K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.55M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.1M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.01M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$494K
5
Squarepoint
Squarepoint
New York
+$368K

Top Sellers

Rank Fund Capital Flow
1
AM
Ares Management
California
-$4.58M
2
CIM
Confluence Investment Management
Missouri
-$2.81M
3
BlackRock
BlackRock
New York
-$472K
4
AAS
Avantax Advisory Services
Texas
-$267K
5
MFG
Merit Financial Group
Georgia
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
51
Parkside Financial Bank & Trust
Missouri
$7.04K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
LC
53
Lindbrook Capital
California
$4.65K +$4.76K +330 New
CIA
54
Cape Investment Advisory
Georgia
$4.23K +$4.33K +300 New
VNA
55
Valley National Advisers
Pennsylvania
$3K – – –
TWA
56
TCI Wealth Advisors
Arizona
$2.82K +$2.89K +200 New
Bank of America
57
Bank of America
North Carolina
$423 +$419 +29 +2,900%
AM
58
Ares Management
California
– -$4.58M -345,536 Closed
CIM
59
Confluence Investment Management
Missouri
– -$2.81M -212,318 Closed
AAS
60
Avantax Advisory Services
Texas
– -$267K -20,151 Closed
MFG
61
Merit Financial Group
Georgia
– -$133K -10,000 Closed
PI
62
PEAK6 Investments
Illinois
– -$94.3K -7,112 Closed
SWM
63
Spire Wealth Management
Virginia
– -$85K -6,400 Closed
CAL
64
Capital Analysts LLC
Pennsylvania
– -$19K -1,400 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$9.28K -700 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$27 -2 Closed
1 2
3

SCM Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2023, worth a combined $32.6M — down 1.1% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCM positions and 9 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.55M. The largest seller was Ares Management, exiting entirely with an estimated $4.58M sold.

  • 57 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $32.6M of Stellus Capital Investment Corp stock for Q1 2023, down 1.1% quarter-over-quarter.
  • 15 funds opened new Stellus Capital Investment Corp positions in Q1 2023 and 9 closed out, a net change of +6 holders.
  • The largest Stellus Capital Investment Corp buyer in Q1 2023 was Millennium Management, an estimated $1.55M added.
  • The largest Stellus Capital Investment Corp seller in Q1 2023 was Ares Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2023.