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Stellus Capital Investment Corp

59 hedge funds and large institutions have $41M invested in Stellus Capital Investment Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $291K | Put options by funds: $92K

4.55% less ownership

Funds ownership: 17.79%13.23% (-4.6%)

6% less funds holding

Funds holding: 6359 (-4)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

25% less capital invested

Capital invested by funds: $54.5M → $41M (-$13.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
17
Reduced
19
Closed
13
Calls
$291K
Puts
$92K
Net Calls
+$199K
Net Calls Change
-$128K

SCM Hedge Fund Activity: Q4 2023 in Review

59 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2023, worth a combined $41M — down 25% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SCM and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 17 added.

The largest buyer was Acadian Asset Management, adding an estimated $490K. The largest seller was Scoggin Management, exiting entirely with an estimated $3.65M sold.

  • 59 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2023, down from 63 in Q3 2023.
  • Funds reported $41M of Stellus Capital Investment Corp stock for Q4 2023, down 25% quarter-over-quarter.
  • 10 funds opened new Stellus Capital Investment Corp positions in Q4 2023 and 13 closed out, a net change of -3 holders.
  • The largest Stellus Capital Investment Corp buyer in Q4 2023 was Acadian Asset Management, an estimated $490K added.
  • The largest Stellus Capital Investment Corp seller in Q4 2023 was Scoggin Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2023.