Who Owns SCM?
Stellus Capital Investment Corporation — Institutional Ownership & 13F Holdings
$9.56
+0.00 (+0.00%)
Market Cap
$272.7M
Shares Outstanding
28,947,255
Institutional Holders
61
Total Inst. Value
$33.8M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
17
Closed Positions
7
Increased
24
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $3.5M | 248,953 |
| 2 | MORGAN STANLEY | $3.1M | 219,640 |
| 3 | Ethos Financial Group, LLCNew | $2.7M | 192,462 |
| 4 | CONDOR CAPITAL MANAGEMENT | $2.7M | 191,392 |
| 5 | Legal & General Group Plc | $2.5M | 178,589 |
| 6 | Icon Wealth Advisors, LLC | $1.9M | 135,089 |
| 7 | Advisors Asset Management, Inc. | $1.8M | 131,283 |
| 8 | BlackRock, Inc. | $1.7M | 117,867 |
| 9 | GABLES CAPITAL MANAGEMENT INC. | $1.4M | 98,228 |
| 10 | Muzinich & Co., Inc. | $1.2M | 87,120 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +7K | $3.5M |
| MORGAN STANLEY | +62K | $3.1M |
| Ethos Financial Group, LLCNew | +192K | $2.7M |
| CONDOR CAPITAL MANAGEMENT | +8K | $2.7M |
| Legal & General Group Plc | +5K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Qube Research & Technologies Ltd | -32K | $206K |
| Trexquant Investment LP | -31K | $446K |
| Aquatic Capital Management LLC | -12K | $75K |
| UBS Group AG | -11K | $215K |
| NORTHERN TRUST CORP | -10K | $184K |
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Frequently Asked Questions
How many institutional investors hold SCM?
As of Q1 2025, 61 institutional investors report holding SCM (Stellus Capital Investment Corporation) in their 13F filings.
Which hedge fund owns the most SCM?
The largest institutional holder of SCM is RAYMOND JAMES FINANCIAL INC with $3.5M in shares.
Are institutions buying or selling SCM?
This quarter, 17 institutions opened new positions in SCM and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.