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Stellus Capital Investment Corp hedge fund holdings

SCMNYSE
$7.35-0.06 (-0.81% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SCM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-42.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251923$3.6M$6.41M53Aug 14, 2025
Q3 20252510$7.81M$3.83M64Nov 14, 2025
Q4 20251820$7.22M$3.08M60Feb 14, 2026
Q1 20262526$6.95M$8.37M61May 15, 2026
Q2 20262420$3.72M$5.67M56Aug 14, 2026

Quarterly action breakdown

Q2 2026
56 filers
New position
9
$1.56M+186K sh
Increased
15
$2.15M+256K sh
Reduced
12
-$5M-593K sh
Out / sold
8
-$675K-80.2K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Samjo Management, LLCNew Buy+$1.13M$1.13M0.38%Aug 14, 2026
Doliver Advisors, LPAdded 452.92%+$381K$466K0.11%Jul 10, 2026
Inspire Advisors, LLCReduce 22.42%-$210K$726K0.05%Aug 13, 2026
IMC-Chicago, LLCSell 100%-$196K$00.00%Aug 6, 2026
PFG Investments, LLCReduce 28.66%-$180K$448K0.02%Jul 23, 2026
Ethos Financial Group, LLCAdded 9.81%+$163K$1.83M0.12%Aug 7, 2026
Campbell & CO Investment Adviser LLCAdded 121.78%+$162K$294K0.02%Aug 3, 2026
nVerses Capital, LLCSell 100%-$119K$00.00%Aug 4, 2026
Sanders Morris Harris LLCNew Buy+$117K$117K0.07%Jul 7, 2026
Condor Capital ManagementAdded 2.70%+$46.9K$1.78M0.13%Aug 12, 2026
Highline Wealth Partners LLCNew Buy+$29.8K$29.8K0.01%Jul 15, 2026
CANADA LIFE ASSURANCE CoAdded 10.08%+$26.7K$292K0.00%Aug 13, 2026
Chilton Capital Management LLCAdded 21.29%+$13.6K$77.6K0.00%Aug 4, 2026
Virtus Investment Advisers, LLCAdded 2.41%+$12.3K$523K0.12%Aug 11, 2026
Nomura Asset Management Co LtdNew Buy+$7.42K$7.42K0.00%Aug 13, 2026
Concurrent Investment Advisors, LLCAdded 6.09%+$6.72K$117K0.00%Jul 27, 2026
Icon Wealth Advisors, LLCAdded 0.20%+$2.25K$1.14M0.07%Aug 5, 2026
Muzinich & Co., Inc.Added 0.08%+$1.62K$2.15M0.73%Jul 27, 2026
Gables Capital Management Inc.Added 0.28%+$1.56K$565K0.20%Aug 10, 2026
Crewe Advisors LLCAdded 18.39%+$1.35K$8.67K0.00%Jul 24, 2026
Significant Wealth Partners LLCAdded 1.14%+$960$85.3K0.09%Jul 14, 2026
Oppenheimer & Co IncReduce 0.53%-$682$129K0.00%Aug 3, 2026

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