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Stellus Capital Investment Corp

58 hedge funds and large institutions have $39M invested in Stellus Capital Investment Corp in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,348% more call options, than puts

Call options by funds: $478K | Put options by funds: $33K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 5358 (+5)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.31% less ownership

Funds ownership: 11.79%10.48% (-1.3%)

7% less capital invested

Capital invested by funds: $41.9M → $39M (-$2.9M)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
15
Closed
7
Calls
$478K
Puts
$33K
Net Calls
+$445K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.2M -$631K -45,600 -11%
Two Sigma Investments
2
Two Sigma Investments
New York
$3.65M -$828K -59,813 -18%
Raymond James Financial
3
Raymond James Financial
Florida
$3.33M +$3.35M +241,850 New
CCM
4
Condor Capital Management
New Jersey
$2.53M +$36.9K +2,664 +1%
Legal & General Group
5
Legal & General Group
United Kingdom
$2.39M +$21.1K +1,527 +0.9%
Corient Private Wealth
6
Corient Private Wealth
Florida
$2.36M +$773K +55,841 +48%
Morgan Stanley
7
Morgan Stanley
New York
$2.17M +$154K +11,086 +8%
IWA
8
Icon Wealth Advisors
Texas
$1.81M +$166 +12 +0%
AAM
9
Advisors Asset Management
Colorado
$1.64M -$196K -14,129 -11%
BlackRock
10
BlackRock
New York
$1.54M +$345K +24,890 +29%
GCM
11
Gables Capital Management
Florida
$1.35M -$51.8K -3,743 -4%
MC
12
Muzinich & Co
New York
$905K
VEA
13
Virtus ETF Advisers
New York
$902K +$135K +9,736 +17%
PI
14
PFG Investments
New York
$885K +$19.2K +1,385 +2%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$872K
TI
16
Trexquant Investment
Connecticut
$867K -$362K -26,145 -29%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$641K -$162K -11,665 -20%
LPL Financial
18
LPL Financial
California
$638K -$151K -10,933 -19%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$610K +$6.92K +500 +1%
SS
20
Sunbelt Securities
Texas
$410K -$16.7K -1,203 -4%
UBS Group
21
UBS Group
Switzerland
$357K +$185K +13,351 +106%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345K +$347K +25,052 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$331K -$1.5K -108 -0.4%
Northern Trust
24
Northern Trust
Illinois
$316K +$73.6K +5,314 +30%
LSV Asset Management
25
LSV Asset Management
Illinois
$282K

SCM Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q4 2024, worth a combined $39M — down 6.9% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCM positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $773K. The largest seller was Millennium Management, exiting entirely with an estimated $1.38M sold.

  • 58 institutional investors held Stellus Capital Investment Corp (SCM) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $39M of Stellus Capital Investment Corp stock for Q4 2024, down 6.9% quarter-over-quarter.
  • 13 funds opened new Stellus Capital Investment Corp positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest Stellus Capital Investment Corp buyer in Q4 2024 was Corient Private Wealth, an estimated $773K added.
  • The largest Stellus Capital Investment Corp seller in Q4 2024 was Millennium Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2024.