Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STELLUS CAP INVT CORP (SCM)

65 + Investors. Track Smart Money conviction in SCM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — SCM

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SCM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold SCM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

36 buying35 selling
Last quarter: 36 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new SCM position: 8 → 11 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
40 out of 65 hedge funds have held SCM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +13%, value -16%

Value
-16%
Shares
+13%
Last quarter: funds added +13% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 8 → 11 → 8 → 18 new funds/Q
New funds entering each quarter: 8 → 11 → 8 → 18. A growing number of institutions are discovering SCM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Of 67 current holders: 42 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
16 of 65 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCM

In 2026 Q1, 36 hedge funds were net buyers of SCM (18 opened a new position, 18 added to an existing one), while 35 reduced or exited (18 trimmed, 17 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 30% of total institutional value in SCM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: SCM

How many hedge funds hold SCM — quarterly history vs. share price
Quarterly hedge fund ownership of SCM vs. share price

Market Analysis: SCM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy STELLUS CAP INVT CORP (SCM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 59d ago
SCM
-4.1%
XLF
+3.8%

SCM outperformed XLF by -7.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
SCM
-0.6%
XLF
+0.3%

Since the filing became public, SCM outperformed XLF by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SCM
65 + Investors

Track Smart Money conviction in SCM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 64 1.56%
13F Shares 4M 4M 13.04%
Total Value $42M $50M -16.19%
New Positions 18 8 +10
Increased Positions 18 23 -5
Closed Positions 17 9 +8
Reduced Positions 17 17 -
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SCM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SCM — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 0.82% 254,834 $2.3M
2 GABLES CAPITAL MANAGEMENT INC. 0.26% 66,867 $616K
3 Gallagher Capital Advisors, LLC 0.21% 34,000 $313K
4 Ethos Financial Group, LLC 0.18% 197,790 $2.5M
5 CONDOR CAPITAL MANAGEMENT 0.16% 206,416 $1.9M
6 Virtus Investment Advisers, LLC 0.15% 60,672 $559K
7 Sunbelt Securities, Inc. 0.12% 203,190 $1.9M
8 Significant Wealth Partners LLC 0.11% 10,017 $92K
9 nVerses Capital, LLC 0.11% 12,933 $119K
10 OXFORD ASSET MANAGEMENT LLP 0.09% 22,152 $204K
11 Icon Wealth Advisors, LLC 0.08% 135,269 $1.3M
12 Inspire Advisors, LLC 0.08% 111,157 $1.0M
13 PFG Investments, LLC 0.03% 74,661 $688K
14 Advisors Asset Management, Inc. 0.03% 192,693 $1.8M
15 DOLIVER ADVISORS, LP 0.02% 10,000 $92K
16 Campbell & CO Investment Adviser LLC 0.01% 15,761 $145K
17 TWO SIGMA ADVISERS, LP 0.01% 265,200 $3.4M
18 Virtu Financial LLC 0.00% 12,091 —
19 Trexquant Investment LP 0.00% 68,320 $629K
20 Corient Private Wealth LLC 0.00% 255,479 $2.4M
21 XTX Topco Ltd 0.00% 17,092 $157K
22 U.S. Capital Wealth Advisors, LLC 0.00% 11,033 $102K
23 CHILTON CAPITAL MANAGEMENT LLC 0.00% 7,600 $70K
24 OPPENHEIMER & CO INC 0.00% 15,410 $142K
25 Aquatic Capital Management LLC 0.00% 6,456 $59K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STELLUS CAP INVT CORP (SCM)

What does the Smart Money Trend signal show for SCM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SCM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCM?

Slight buying edge — 51% buying: Last quarter: 36 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCM holders?

Strong quality — 30% AUM from major funds: 16 of 65 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SCM?

62% of holders stayed for 2+ years: 40 out of 65 hedge funds have held SCM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy STELLUS CAP INVT CORP (SCM) following the 2026 Q1 hedge fund 13F filings?

As of today, SCM has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the XLF sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), SCM has gained -4.1% vs +3.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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