Stellus Capital Investment CSCM
13F holders, Q1 2025 (March 31)62holders +4
12new positions
7sold out
1famous investor
$14.00avg. 13F price*
At the end of Q1 2025, 62 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, up 4 from Q4 2024. 12 opened new positions and 7 sold out. The largest holders were Two Sigma Advisers, LP ($5.6M), Two Sigma Investments, LP ($3.8M) and Raymond James Financial Inc. ($3.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.1M |
| Exits | 7 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 750,590 shares bought and 213,527 shares sold, net +537,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Two Sigma Advisers, LP | 0.01% | Add +6.3% | 401,700 | $5.6M |
| Two Sigma Investments, LP | 0.01% | Add +2.8% | 273,070 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 248,953 | $3.5M |
| Morgan Stanley | 0.00% | Add +39.2% | 219,640 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +23.9% | 212,458 | $3.0M |
| Ethos Financial Group, LLC | 0.26% | New | 192,462 | $2.7M |
| Condor Capital Management | 0.25% | Add +4.1% | 191,392 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 178,589 | $2.5M |
| Icon Wealth Advisors, LLC | 0.16% | Add +2.8% | 135,089 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +10.4% | 131,283 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +5.6% | 117,867 | $1.7M |
| Citadel Advisors | 0.00% | Add +2318.8% | 103,984 | $1.5M |
| Gables Capital Management Inc. | 0.68% | Add +0.1% | 98,228 | $1.4M |
| Muzinich & Co., Inc. | 0.75% | Add +32.5% | 87,120 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +33.7% | 84,762 | $1.2M |
| Virtus Investment Advisers, LLC | 0.26% | New | 68,006 | $952K |
| PFG Investments, LLC | 0.06% | Add +1.1% | 65,018 | $910K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 44,158 | $618K |
| LPL Financial LLC | 0.00% | Reduce -12.0% | 40,824 | $572K |
| Osaic Holdings, Inc. | 0.00% | Add +284.0% | 39,867 | $558K |
| HighTower Advisors, LLC | 0.00% | Add +115.9% | 39,305 | $550K |
| Sunbelt Securities, Inc. | 0.04% | Add +10.2% | 32,803 | $459K |
| Trexquant Investment LP | 0.01% | Reduce -49.4% | 31,878 | $446K |
| Royal Bank of Canada | 0.00% | Add +15.8% | 27,882 | $390K |
| Virtu Financial LLC | 0.02% | New | 25,553 | $358K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +26.6% | 24,668 | $346K |
| Inspire Advisors, LLC | 0.04% | New | 24,471 | $343K |
| LSV Asset Management | 0.00% | No change | 20,500 | $287K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.5% | 16,341 | $229K |
| Oppenheimer & Co. Inc. | 0.00% | Add +27.7% | 15,440 | $216K |
| UBS Group AG | 0.00% | Reduce -41.0% | 15,328 | $215K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -68.4% | 14,721 | $206K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.5% | 14,453 | $202K |
| Northern Trust Corp. | 0.00% | Reduce -42.8% | 13,151 | $184K |
| Farther Finance Advisors, LLC | 0.00% | No change | 13,106 | $183K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $182K |
| Jane Street Group, LLC | 0.00% | New | 11,205 | $157K |
| Quantbot Technologies LP | 0.00% | New | 11,088 | $155K |
| XTX Topco Ltd | 0.01% | New | 10,738 | $150K |
| JPMorgan Chase & Co. | 0.00% | New | 10,347 | $145K |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 10,110 | $142K |
| Private Advisor Group, LLC | 0.00% | No change | 10,000 | $140K |
| Chilton Capital Management LLC | 0.01% | Add +10.6% | 8,409 | $118K |
| Group One Trading LLC | 0.00% | New | 5,971 | $84K |
| Aquatic Capital Management LLC | 0.00% | Reduce -69.9% | 5,339 | $75K |
| PSI Advisors, LLC | 0.01% | Add +20.0% | 3,000 | $42K |
| ORG Partners LLC | 0.01% | No change | 2,110 | $30K |
| Citigroup Inc. | 0.00% | New | 1,581 | $22K |
| Quarry LP | 0.00% | New | 1,225 | $17K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,000 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 750 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $7K |
| Key Financial Inc | 0.00% | No change | 500 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 472 | $7K |
| Cwm, LLC | 0.00% | No change | 400 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 330 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -11.7% | 316 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $112 |
| MAI Capital Management | 0.00% | No change | 1 | $14 |
| Roble, Belko & Company, Inc | 0.00% | Add +85.7% | 13 | $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.