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Stellus Capital Investment Corp
SCM

42 hedge funds and large institutions have $57.1M invested in Stellus Capital Investment Corp in 2013 Q2 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

31.6% more ownership

Funds ownership: 0% → 31.6% (+32%)

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$29.3M +$29M +1,952,302 New
BFA
2
BlackRock Fund Advisors
California
$4.69M +$4.66M +313,170 New
CIM
3
Confluence Investment Management
Missouri
$3.21M +$3.19M +214,264 New
U
4
UBS
Switzerland
$2.47M +$2.45M +164,835 New
YMRC
5
Yorktown Management & Research Company
Virginia
$2.17M +$2.15M +144,519 New
BIT
6
BlackRock Institutional Trust
California
$2.1M +$2.08M +140,039 New
Northern Trust
7
Northern Trust
Illinois
$1.77M +$1.75M +117,961 New
State Street
8
State Street
Massachusetts
$1.64M +$1.63M +109,447 New
RJA
9
Raymond James & Associates
Florida
$1.15M +$1.14M +76,424 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.06M +$1.05M +70,520 New
TCIM
11
TIAA CREF Investment Management
New York
$841K +$835K +56,142 New
Goldman Sachs
12
Goldman Sachs
New York
$699K +$693K +46,634 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$688K +$683K +45,911 New
VFS
14
VSR Financial Services
Kansas
$624K +$619K +41,619 New
BIM
15
BlackRock Investment Management
Delaware
$614K +$609K +40,956 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$521K +$516K +34,730 New
Morgan Stanley
17
Morgan Stanley
New York
$391K +$387K +26,062 New
OC
18
Oppenheimer & Co
New York
$343K +$340K +22,883 New
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$316K +$314K +21,088 New
GCP
20
GSA Capital Partners
United Kingdom
$308K +$306K +20,566 New
Charles Schwab
21
Charles Schwab
California
$260K +$257K +17,274 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$246K +$244K +16,399 New
TA
23
Teachers Advisors
New York
$237K +$236K +15,844 New
AAM
24
Advisors Asset Management
Colorado
$202K +$201K +13,509 New
Deutsche Bank
25
Deutsche Bank
Germany
$161K +$160K +10,772 New
1
2

SCM Hedge Fund Activity: Q2 2013 in Review

42 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2013, worth a combined $57.1M.

Buyers outnumbered sellers: 42 funds opened new SCM positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

  • 42 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $57.1M of Stellus Capital Investment Corp stock for Q2 2013.
  • 42 funds opened new Stellus Capital Investment Corp positions in Q2 2013 and 0 closed out, a net change of +42 holders.

Based on aggregated 13F filings for Q2 2013.