The cluster shows minimal conviction with passive rebalancing dominant. No urgent trading catalyst—monitor next 13F for larger moves or changes in the seller's stance.
Executive Summary
Institutional cluster for SCM shows net selling of ~$878K (0.35% of market cap) in Q3 2025, driven by Morgan Stanley's near-exit of its position. BlackRock added modestly, Citadel doubled a small stake, and BofA made a tiny addition. The activity is small in scale and dominated by passive funds, suggesting routine rebalancing rather than a conviction trade.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$878.0K
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BlackRock | ADD | +28% | $2.6M | $439.0K |
| Citadel | DOUBLED | +180.6% | $653.0K | $404.0K |
| BofA | DOUBLED | +440% | $18.0K | $14.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | NEAR_EXIT | -82.7% | $2.1M | -$1.7M |
Key Facts
- 3 institutional buyers (BlackRock ADD +28%, Citadel DOUBLED +181%, BofA DOUBLED +440%) added net $858K.
- 1 institutional seller (Morgan Stanley NEAR_EXIT -82.7%) reduced holdings by ~$1.74M.
- Net institutional flow: -$878K; buyer count 3 vs seller count 1.
- Passive/index funds (BlackRock, BofA, Morgan Stanley) dominate the cluster; only Citadel is an active quant manager.
- Aggregate buyer current holdings $3.3M; seller previous position $2.1M.
Financial Impact
Net institutional selling of approximately $878,000, or 0.35% of SCM's $254M market cap.
Risk Factors
- Continued passive selling could pressure shares if Morgan Stanley fully exits.
- BDC sector sensitivity to interest rate changes and credit conditions.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SCM-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 13d ago | Press Release | $7.22 | awaiting T+20 | — | — |
Aug 10, 2026 11w ago | Press Release | $8.80 $8.35 | ▲ +5.11% | ▲ +4.05% | — |
Jul 29, 2026 12w ago | 8-K | $7.46 $8.66 | ▲ +16.09% | ▲ +12.12% | — |
Jul 16, 2026 14w ago | Press Release | $7.61 $8.78 | ▲ +15.37% | ▲ +10.93% | — |
Jun 25, 2026 17w ago | Insider Buy | $8.43 $7.04 | ▼ −16.49% | ▼ −17.75% | — |
Jun 22, 2026 18w ago | 8-K | $8.30 $7.14 | ▼ −13.98% | ▼ −15.14% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $8.85 $8.11 | ▼ −8.36% | ▼ −10.25% | — |
May 4, 2026 25w ago | DEFA14A | $9.79 $8.96 | ▼ −8.48% | ▼ −13.43% | — |
Apr 24, 2026 26w ago | DEFA14A | $9.45 $8.99 | ▼ −4.84% | ▼ −9.79% | — |
Mar 13, 2026 32w ago | Insider Cluster | $8.56 $9.36 | ▲ +9.36% | ▲ +5.77% | — |
US Market Status
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