We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp

31 hedge funds and large institutions have $29.3M invested in Stellus Capital Investment Corp in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

11% less funds holding

Funds holding: 3531 (-4)

15.46% less ownership

Funds ownership: 36.05%20.58% (-15%)

46% less capital invested

Capital invested by funds: $54.3M → $29.3M (-$25M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.68M +$32.5K +2,671 +0.3%
YMRC
2
Yorktown Management & Research Company
Virginia
$3.59M
CIM
3
Confluence Investment Management
Missouri
$3.06M -$368K -30,213 -10%
UBS Group
4
UBS Group
Switzerland
$2.88M -$307K -25,266 -9%
BCM
5
Buckhead Capital Management
Georgia
$2.1M +$4.08K +335 +0.2%
MC
6
Muzinich & Co
New York
$1.16M +$53.4K +4,387 +5%
RJA
7
Raymond James & Associates
Florida
$1.13M +$630K +51,748 +108%
Morgan Stanley
8
Morgan Stanley
New York
$773K +$276K +22,659 +50%
VFS
9
VSR Financial Services
Kansas
$765K -$12.2K -1,000 -1%
BG
10
BlackRock Group
United Kingdom
$726K -$24.5K -2,014 -3%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$522K +$97.3K +8,000 +21%
Two Sigma Investments
12
Two Sigma Investments
New York
$441K +$76.7K +6,306 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$361K +$386K +31,690 New
OC
14
Oppenheimer & Co
New York
$342K -$11.5K -944 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$285K
BW
16
Bison Wealth
Georgia
$282K -$18.1K -1,485 -6%
FAM
17
Formidable Asset Management
Ohio
$235K
VKH
18
Virtu KCG Holdings
New York
$192K +$61.5K +5,056 +43%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$187K -$85.2K -7,000 -30%
CI
20
CAZ Investments
Texas
$141K -$506K -41,600 -77%
Goldman Sachs
21
Goldman Sachs
New York
$115K -$27.5K -2,263 -18%
Citigroup
22
Citigroup
New York
$96K +$102K +8,416 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$82K +$20.9K +1,720 +32%
TRCT
24
Tower Research Capital (TRC)
New York
$52K +$56K +4,602 New
GT
25
Glenmede Trust
Pennsylvania
$34K

SCM Hedge Fund Activity: Q2 2015 in Review

31 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2015, worth a combined $29.3M — down 46% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SCM and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Raymond James & Associates, adding an estimated $630K. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $22.6M sold.

  • 31 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2015, down from 35 in Q1 2015.
  • Funds reported $29.3M of Stellus Capital Investment Corp stock for Q2 2015, down 46% quarter-over-quarter.
  • 3 funds opened new Stellus Capital Investment Corp positions in Q2 2015 and 7 closed out, a net change of -4 holders.
  • The largest Stellus Capital Investment Corp buyer in Q2 2015 was Raymond James & Associates, an estimated $630K added.
  • The largest Stellus Capital Investment Corp seller in Q2 2015 was D.E. Shaw & Co, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2015.