Stellus Capital Investment Corporation
SCM • NYSE
Stellus Capital Investment Corporation is a asset management company in the financial services sector on NYSE, led by Robert T. Ladd, with a market cap of $374.0M. As of Q3 2025, 12% of shares are held by 65 institutional investors, with TWO SIGMA ADVISERS, LLC as the largest holder at 1.01%.
Chief Executive OfficerRobert T. Ladd
Market Cap$374.0M
Asset Management
Financial Services
Websitestelluscapital.com
Country
United States of America
Overview
Overview of institutional ownership in SCM as of Q3 2025 with a market cap of $371.1M
All Institutions
- Institutions
- 65
- Value Held
- $45.9M
- Shares Held
- 3.5M
- Avg Position
- $706.7K
- Median Position
- $176.7K
Hedge Funds
- Hedge Funds
- 7
- Value Held
- $9.1M
- Shares Held
- 699.5K
- Avg Position
- $1.3M
- Median Position
- $685.0K
Ownership Breakdown
Based on market cap of $371.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in SCM as of Q3 2025
| Institution | Position Value |
|---|---|
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | $3.7M 0.01% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $3.6M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.0M 0.00% of portfolio |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $2.9M 0.00% of portfolio |
 Muzinich & Co., Inc. Long Only Manager | $2.7M 1.05% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $2.7M 0.22% of portfolio |
 CONDOR CAPITAL MANAGEMENT RIA/Wealth | $2.6M 0.22% of portfolio |
B BlackRock, Inc. Institution | $2.6M 0.00% of portfolio |
L LEGAL & GENERAL GROUP PLC Institution | $2.2M 0.00% of portfolio |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | $2.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SCM in Q3 2025
- Traded
- +$4.0M
- Buyers
- 37
- Sellers
- 14
- Total Bought
- +$8.2M
- Total Sold
- −$4.2M
- Avg Position
- $665.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Sunbelt Securities, Inc. RIA/Wealth | +$1.5M +116.4K shares |
Muzinich & Co., Inc. Long Only Manager | +$821.3K +62.9K shares |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | +$809.7K +62.0K shares |
 Trexquant Investment LP Hedge Fund•Quant | +$685.0K +52.4K shares |
B BlackRock, Inc. Institution | +$578.4K +44.3K shares |
 Inspire Advisors, LLC RIA/Wealth | +$571.1K +43.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$420.1K +32.2K shares |
G Gallagher Capital Advisors, LLC RIA/Wealth | +$405.8K +34.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$331.3K +25.4K shares |
J JANE STREET GROUP, LLC Institution | +$326.9K +25.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MORGAN STANLEY RIA/Wealth | −$1.6M −122.9K shares |
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | −$1.1M −81.6K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | −$404.8K −29.0K shares |
L LSV ASSET MANAGEMENT Long Only Manager | −$285.8K −20.5K shares |
L LEGAL & GENERAL GROUP PLC Institution | −$161.7K −12.4K shares |
R ROYAL BANK OF CANADA Institution | −$158.9K −12.2K shares |
L LPL Financial LLC Institution | −$120.8K −9.2K shares |
G GROUP ONE TRADING, L.P. Institution | −$94.1K −7.2K shares |
V Virtus Investment Advisers, Inc. Institution | −$83.1K −6.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$58.7K −4.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SCM in Q3 2025
- New Positions
- 5
- New Value
- $580.8K
- Exited Positions
- 3
- Exited Value
- $704.5K
New Positions
| Institution | Position Value |
|---|---|
G Gallagher Capital Advisors, LLC RIA/Wealth | $405.8K 34.0K shares |
H HRT FINANCIAL LLC Institution | $142.5K 10.9K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $15.7K 1.2K shares |
S State of Alaska, Department of Revenue Institution | $15.2K 1.2K shares |
R Ronald Blue Trust, Inc. Institution | $1.6K 125.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L Laurel Wealth Advisors LLC RIA/Wealth | $404.8K 29.0K shares |
L LSV ASSET MANAGEMENT Long Only Manager | $285.8K 20.5K shares |
 Federation des caisses Desjardins du Quebec Fund of Funds | $13.9K 1.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in SCM as of Q3 2025
- Call Positions
- 2
- Call Value
- $390.5K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $259.9K 199.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $130.6K 100.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SCM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Muzinich & Co., Inc. Long Only Manager | 1.05% $2.7M |
 GABLES CAPITAL MANAGEMENT INC. Hedge Fund•Long/Short | 0.38% $883.1K |
G Gallagher Capital Advisors, LLC RIA/Wealth | 0.23% $405.8K |
V Virtus Investment Advisers, Inc. Institution | 0.22% $761.3K |
Ethos Financial Group, LLC RIA/Wealth | 0.22% $2.7M |
CONDOR CAPITAL MANAGEMENT RIA/Wealth | 0.22% $2.6M |
Inspire Advisors, LLC RIA/Wealth | 0.13% $1.4M |
Sunbelt Securities, Inc. RIA/Wealth | 0.13% $1.9M |
 Icon Wealth Advisors, LLC RIA/Wealth | 0.12% $1.8M |
P PFG Investments, LLC Institution | 0.05% $904.3K |
Hedge Fund Spotlight
Discover hedge funds investing in SCM
Quantbot Technologies LLC
Hedge Fund • Quant
Portfolio ManagerPaul Edward White
- Portfolio Value
- $3.7B
- Positions
- 1,694
- Last Reported
- Q3 2025
Sector Allocation
Position in Stellus Capital Investment Corporation
- Market Value
- $3.1K
- Shares Held
- 239.0
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Financial - Credit Services Financial Services | $29.1M | 0.79% | |
Semiconductors Technology | $27.8M | 0.75% | |
Conglomerates Industrials | $27.6M | 0.75% |
