Stellus Capital Investment CSCM
13F holders, Q4 2024 (December 31)58holders +5
10new positions
7sold out
1famous investor
$13.76avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, up 5 from Q3 2024. 10 opened new positions and 7 sold out. The largest holders were Two Sigma Advisers, LP ($5.2M), Two Sigma Investments, LP ($3.7M) and Raymond James Financial Inc. ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Stellus Capital Investment C
- CUSIP
- 858568108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $905K |
| Exits | 7 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 199,749 shares bought and 440,009 shares sold, net −240,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Two Sigma Advisers, LP | 0.01% | Reduce -10.8% | 377,700 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -18.4% | 265,622 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 241,850 | $3.3M |
| Condor Capital Management | 0.22% | Add +1.5% | 183,778 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 173,702 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +48.3% | 171,467 | $2.4M |
| Morgan Stanley | 0.00% | Add +7.6% | 157,813 | $2.2M |
| Icon Wealth Advisors, LLC | 0.15% | Add +0.0% | 131,477 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -10.6% | 118,963 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +28.7% | 111,623 | $1.5M |
| Gables Capital Management Inc. | 0.65% | Reduce -3.7% | 98,156 | $1.4M |
| Muzinich & Co., Inc. | 0.64% | No change | 65,765 | $905K |
| Virtus Advisers, LLC | 0.37% | Add +17.4% | 65,584 | $902K |
| PFG Investments, LLC | 0.06% | Add +2.2% | 64,339 | $885K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 63,407 | $872K |
| Trexquant Investment LP | 0.01% | Reduce -29.3% | 63,036 | $867K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.0% | 46,574 | $641K |
| LPL Financial LLC | 0.00% | Reduce -19.1% | 46,390 | $638K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 44,325 | $610K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -3.9% | 29,781 | $410K |
| UBS Group AG | 0.00% | Add +105.9% | 25,957 | $357K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 25,052 | $345K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 24,074 | $331K |
| Northern Trust Corp. | 0.00% | Add +30.1% | 22,973 | $316K |
| LSV Asset Management | 0.00% | No change | 20,500 | $282K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.7% | 19,491 | $268K |
| Marshall Wace, LLP | 0.00% | Reduce -76.2% | 18,561 | $255K |
| HighTower Advisors, LLC | 0.00% | New | 18,208 | $251K |
| Aquatic Capital Management LLC | 0.01% | New | 17,729 | $244K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.2% | 16,428 | $226K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -71.3% | 13,958 | $192K |
| Farther Finance Advisors, LLC | 0.01% | No change | 13,106 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $179K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.7% | 12,088 | $166K |
| Wells Fargo & Company | 0.00% | Add +0.5% | 11,337 | $156K |
| Osaic Holdings, Inc. | 0.00% | Add +246.1% | 10,382 | $143K |
| Private Advisor Group, LLC | 0.00% | No change | 10,000 | $138K |
| Chilton Capital Management LLC | 0.00% | No change | 7,600 | $105K |
| Citadel Advisors | 0.00% | Reduce -79.5% | 4,299 | $59K |
| PSI Advisors, LLC | 0.01% | No change | 2,500 | $34K |
| ORG Partners LLC | 0.00% | New | 2,110 | $29K |
| Private Trust Co. NA | 0.00% | New | 1,097 | $15K |
| Crewe Advisors LLC | 0.00% | New | 750 | $10K |
| POM Investment Strategies, LLC | 0.01% | New | 726 | $10K |
| Key Financial Inc | 0.00% | No change | 500 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $7K |
| Aventura Private Wealth, LLC | 0.00% | — | 472 | $6K |
| Cwm, LLC | 0.00% | No change | 400 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +321.2% | 358 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 330 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| Parvin Asset Management, LLC | 0.00% | — | 100 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 53 | $729 |
| Robinswood Financial LLC | 0.00% | No change | 10 | $147 |
| Parallel Advisors, LLC | 0.00% | New | 8 | $110 |
| MAI Capital Management | 0.00% | New | 1 | $14 |
| Roble, Belko & Company, Inc | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is SCM's weight in each manager's 13F, not the share of Stellus Capital Investment C the manager owns.