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Stellus Capital Investment Ownership | Who Owns Stellus Capital Investment?

OverviewForecastRevenueFinancialsChartTranscripts

Stellus Capital Investment Ownership Summary

Stellus Capital Investment is owned by 11.63% institutional investors, 4.16% insiders, and 84.20% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.85% of SCM shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.34% of its assets in Stellus Capital Investment shares.

SCM Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockStellus Capital Investment11.63%4.16%84.20%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Two sigma advisers, lp445.30K1.85%$6.11M
Two sigma investments, lp369.60K1.53%$5.07M
Condor capital management269.42K1.12%$3.70M
Raymond james & associates223.52K0.93%$3.07M
Millennium management213.96K0.89%$2.94M
Legal & general group200.08K0.83%$2.75M
Morgan stanley175.90K0.73%$2.42M
Advisors asset management137.62K0.57%$1.89M
Icon wealth advisors131.46K0.54%$1.84M
Cliffwater102.89K0.43%$1.40M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gables capital management101.90K0.73%$1.40M
Muzinich65.77K0.69%$902.95K
Virtus etf advisers66.67K0.45%$915.39K
Condor capital management269.42K0.35%$3.70M
Cliffwater102.89K0.30%$1.40M
Icon wealth advisors131.46K0.16%$1.84M
Pfg investments62.16K0.06%$853.48K
Sunbelt securities34.22K0.05%$469.77K
Advisors asset management137.62K0.04%$1.89M
U.s. capital wealth advisors48.54K0.03%$666.43K

Top Buyers

HolderShares% AssetsChange
Two sigma advisers, lp445.30K0.01%244.90K
Millennium management213.96K0.00%158.41K
Two sigma investments, lp369.60K0.01%147.39K
Marshall wace, llp94.80K0.00%94.80K
Condor capital management269.42K0.35%86.32K

Top Sellers

HolderShares% AssetsChange
Magnetar financial---39.62K
Quadrature capital---34.63K
Bcr wealth strategies---26.82K
Dynamic technology lab private---22.20K
Buckingham strategic partners---19.80K

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp94.80K0.00%94.80K$1.30M
Concurrent investment advisors15.39K0.01%15.39K$211.33K
Farther finance advisors10.24K0.01%10.24K$141.37K
Jones financial companies lllp1.60K-1.60K$21.97K

Sold Out

HolderChange
Cape investment advisory-347.00
Tower research capital llc (trc)-428.00
Northwestern mutual wealth management-500.00
Old point trust & financial services n a-500.00
Simplex trading-762.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202454-3,062,913-13.45%115.41%21-30.00%1880.00%
Jun 30, 202454-5.26%3,539,05528.80%149.41%3025.00%10-47.37%
Mar 31, 202457-8.06%2,747,779-13.96%126.38%24-14.29%19-
Dec 31, 202362-7.46%3,193,536-20.41%133.92%28-24.32%1958.33%
Sep 30, 2023674.69%4,012,57621.01%186.73%3715.63%12-25.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Listed Private Eq ETF USD Dist88.60K0.34%-
Virtus Private Credit ETF64.19K0.25%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ38.18K0.14%38.18K
Nikko Active BDC Mother29.81K0.11%-3.30K
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C25.00K0.10%-5.00K
FlexShares® Listed Priv Eq ETF USD Acc9.30K0.04%-
RBC Microcap Value I9.30K0.04%-
Blackstone Alternative Multi-Strategy I4.90K0.02%1.90K
Undrly L&G Pen PMC Consensus Idx724.000.00%-374.00
JHVIT Total Stock Market Index I468.000.00%-

Recent Insider Transactions

DateNameRoleActivityValue
Jun 17, 2022Bilger Bruce R Buy$199.11K
Jun 16, 2022Ladd Robert T. President and CEOBuy$11.47K
Jun 16, 2022D'Angelo Dean Buy$28.45K
May 16, 2022Ladd Robert T. President and CEOBuy$381.00
Dec 17, 2021D'Angelo Dean-Buy$20.26K

Insider Transactions Trends

DateBuySell
2022 Q24-
2021 Q42-
2020 Q41-
2020 Q322-
2020 Q210-

SCM Ownership FAQ

Who Owns Stellus Capital Investment?

Stellus Capital Investment shareholders are primarily institutional investors at 11.63%, followed by 4.16% insiders and 84.21% retail investors. The average institutional ownership in Stellus Capital Investment's industry, Asset Management Stocks, is 41.71%, which Stellus Capital Investment falls below.

Who owns the most shares of Stellus Capital Investment?

Stellus Capital Investment’s largest shareholders are Two sigma advisers, lp (445.3K shares, 1.85%), Two sigma investments, lp (369.6K shares, 1.53%), and Condor capital management (269.42K shares, 1.12%). Together, they hold 4.49% of Stellus Capital Investment’s total shares outstanding.

Does Blackrock own Stellus Capital Investment?

BlackRock is not among the top 10 institutional shareholders of Stellus Capital Investment.

Who is Stellus Capital Investment’s biggest shareholder by percentage of total assets invested?

Gables capital management is Stellus Capital Investment’s biggest shareholder by percentage of total assets invested, with 0.73% of its assets in 101.9K Stellus Capital Investment shares, valued at 1.4M$.

Who is the top mutual fund holder of Stellus Capital Investment shares?

iShares Listed Private Eq ETF USD Dist is the top mutual fund holder of Stellus Capital Investment shares, with 0.34% of its total shares outstanding invested in 88.6K Stellus Capital Investment shares.

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