Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stellus Cap Invt Corp (SCM)

60 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — SCM

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SCM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
61 funds currently hold this stock — 94% of the 3.0-year high of 65 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

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

34 buying33 selling
Last quarter: 34 funds bought or added vs 33 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 18 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 23% new
37 out of 61 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.
➡️

Steady discovery — ~10 new funds/quarter

8 → 11 → 8 → 18 → 10 new funds/Q
New funds entering each quarter: 11 → 8 → 18 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 63 holders: 39 (62%) are 2+ year veterans, 10 entered 1–2 years ago, and 14 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
15 of 60 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 34 hedge funds were net buyers of SCM (10 opened a new position, 24 added to an existing one), while 33 reduced or exited (19 trimmed, 14 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 32% of total institutional value in SCM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 61.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SCM
60 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 60 65 -7.69%
13F Shares 4M 4M -17.6%
Total Value $30M $42M -28.19%
New Positions 10 18 -8
Increased Positions 23 18 +5
Closed Positions 14 17 -3
Reduced Positions 19 17 +2
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SCM

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

60 + 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 SCM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 0.73% 255,026 $2.1M
2 Samjo Management, LLC 0.38% 133,700 $1.1M
3 Gables Capital Management INC. 0.20% 67,052 $565K
4 Gallagher Capital Advisors, LLC 0.16% 34,000 $286K
5 Condor Capital Management 0.13% 211,987 $1.8M
6 Ethos Financial Group, LLC 0.12% 217,193 $1.8M
7 Virtus Investment Advisers, LLC 0.12% 62,135 $523K
8 Doliver Advisors, LP 0.11% 55,292 $466K
9 Significant Wealth Partners LLC 0.09% 10,131 $85K
10 Icon Wealth Advisors, LLC 0.07% 135,536 $1.1M
11 Sanders Morris Harris LLC 0.07% 13,948 $117K
12 Inspire Advisors, LLC 0.05% 86,232 $726K
13 Advisors Asset Management, Inc. 0.03% 220,277 $1.9M
14 PFG Investments, LLC 0.02% 53,260 $448K
15 Campbell & CO Investment Adviser LLC 0.02% 34,955 $294K
16 XTX Topco Ltd 0.01% 57,978 $488K
17 Highline Wealth Partners LLC 0.01% 3,538 $30K
18 Trexquant Investment LP 0.00% 63,649 $536K
19 Corient Private Wealth LP 0.00% 284,746 $2.4M
20 Chilton Capital Management LLC 0.00% 9,218 $78K
21 Oppenheimer & Co Inc 0.00% 15,329 $129K
22 Aventura Private Wealth, LLC 0.00% 472 $4K
23 Concurrent Investment Advisors, LLC 0.00% 13,909 $117K
24 Sumitomo Mitsui Trust Group, Inc. 0.00% 156,151 $1.3M
25 Private Trust Co NA 0.00% 1,097 $9K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SCM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SCM?

Slight buying edge — 51% buying: Last quarter: 34 funds bought or added vs 33 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 — 32% AUM from major funds: 15 of 60 holders rank in the top 100 by AUM, accounting for 32% 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?

61% of holders stayed for 2+ years: 37 out of 61 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.

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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