We are live on ! Find out more
SCM icon

Stellus Capital Investment Corp

53 hedge funds and large institutions have $35.9M invested in Stellus Capital Investment Corp in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,962% more call options, than puts

Call options by funds: $928K | Put options by funds: $45K

2.61% less ownership

Funds ownership: 13.99%11.39% (-2.6%)

10% less funds holding

Funds holding: 5953 (-6)

17% less capital invested

Capital invested by funds: $43.4M → $35.9M (-$7.47M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
19
Closed
14
Calls
$928K
Puts
$45K
Net Calls
+$883K
Net Calls Change
+$684K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
1
Two Sigma Investments
New York
$2.91M -$787K -60,455 -21%
RJA
2
Raymond James & Associates
Florida
$2.85M -$158K -12,155 -5%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.62M -$290K -22,300 -10%
Legal & General Group
4
Legal & General Group
United Kingdom
$2.54M +$254K +19,484 +11%
Morgan Stanley
5
Morgan Stanley
New York
$2.52M -$2.27M -174,118 -47%
CCM
6
Condor Capital Management
New Jersey
$2.39M +$276K +21,221 +13%
AAM
7
Advisors Asset Management
Colorado
$1.8M -$16.7K -1,283 -0.9%
IWA
8
Icon Wealth Advisors
Texas
$1.72M +$5.06K +389 +0.3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.4M +$867K +66,574 +164%
GCM
10
Gables Capital Management
Florida
$1.32M +$23K +1,765 +2%
C
11
Cliffwater
California
$1.3M +$36.1K +2,771 +3%
BlackRock
12
BlackRock
New York
$1.09M +$9.78K +751 +0.9%
LPL Financial
13
LPL Financial
California
$1M +$817K +62,757 +448%
MC
14
Muzinich & Co
New York
$888K
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$829K -$43K -3,304 -5%
PI
16
PFG Investments
New York
$814K +$810K +62,236 New
USCWA
17
U.S. Capital Wealth Advisors
Texas
$739K
Millennium Management
18
Millennium Management
New York
$727K -$1.3M -99,997 -64%
Corient Private Wealth
19
Corient Private Wealth
Florida
$725K +$719K +55,246 New
VEA
20
Virtus ETF Advisers
New York
$709K +$195K +15,008 +38%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$573K -$13K -1,000 -2%
SS
22
Sunbelt Securities
Texas
$490K -$45K -3,454 -8%
QC
23
Quadrature Capital
United Kingdom
$453K -$204K -15,644 -31%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$426K -$287K -22,019 -40%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$348K -$9.75K -749 -3%

SCM Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2024, worth a combined $35.9M — down 17% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SCM and 8 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, adding an estimated $867K. The largest seller was Acadian Asset Management, exiting entirely with an estimated $3.38M sold.

  • 53 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2024, down from 59 in Q4 2023.
  • Funds reported $35.9M of Stellus Capital Investment Corp stock for Q1 2024, down 17% quarter-over-quarter.
  • 8 funds opened new Stellus Capital Investment Corp positions in Q1 2024 and 14 closed out, a net change of -6 holders.
  • The largest Stellus Capital Investment Corp buyer in Q1 2024 was Citadel Advisors, an estimated $867K added.
  • The largest Stellus Capital Investment Corp seller in Q1 2024 was Acadian Asset Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q1 2024.