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
↓ -2
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SCM

Based on 58 hedge funds · latest filing: 2025 Q4 · 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
58 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 — 54% buying

31 buying26 selling
Last quarter: 31 funds bought or added vs 26 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 7 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
35 out of 58 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.
📊

Peak discovery — momentum slowing

11 → 12 → 7 → 9 → 7 new funds/Q
New funds entering each quarter: 12 → 7 → 9 → 7. SCM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 27% new
Of 60 current holders: 37 (62%) 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.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 58 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SCM
2026 Q1 Stats Unlock in 14 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 62 -3.23%
13F Shares 4M 3M 11.93%
Total Value $48M $44M 8.76%
New Positions 7 9 -2
Increased Positions 27 23 +4
Closed Positions 9 3 +6
Reduced Positions 19 17 +2
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: SCM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 20 institutional holders of SCM — 2025 Q4 · 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 Significant Wealth Partners LLC 0.11% 10,017 $92K
6 PFG Investments, LLC 0.03% 74,661 $688K
7 DOLIVER ADVISORS, LP 0.02% 10,000 $92K
8 U.S. Capital Wealth Advisors, LLC 0.00% 11,033 $102K
9 OPPENHEIMER & CO INC 0.00% 15,410 $142K
10 Aventura Private Wealth, LLC 0.00% 472 $4K
11 Concurrent Investment Advisors, LLC 0.00% 13,111 $121K
12 Janney Montgomery Scott LLC 0.00% 43,333 —
13 Sumitomo Mitsui Trust Group, Inc. 0.00% 156,151 $1.4M
14 PRIVATE TRUST CO NA 0.00% 1,097 $10K
15 Key FInancial Inc 0.00% 500 $5K
16 LPL Financial LLC 0.00% 314,792 $2.9M
17 UBS Group AG 0.00% 100,396 $925K
18 VALLEY NATIONAL ADVISERS INC 0.00% 200 —
19 State of Alaska, Department of Revenue 0.00% 1,166 —
20 IMC-Chicago, LLC 0.00% 21,284 $196K
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 — 54% buying: Last quarter: 31 funds bought or added vs 26 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?

Smaller funds dominant — 17% AUM from top-100: 11 of 58 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCM?

60% of holders stayed for 2+ years: 35 out of 58 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.