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STEL

Stellar Bancorp

Delisted

STEL was delisted on the 30th of June, 2026.

164 hedge funds and large institutions have $690M invested in Stellar Bancorp in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 159164 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.69% less ownership

Funds ownership: 54.88%53.19% (-1.7%)

15% less capital invested

Capital invested by funds: $813M → $690M (-$123M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
41
Reduced
56
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Basswood Capital Management
New York
$4.3M
NA
27
NewEdge Advisors
Louisiana
$3.97M
GLA
28
Great Lakes Advisors
Illinois
$3.94M +$143K +5,754 +4%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$3.63M +$8.21K +330 +0.2%
RA
30
Royce & Associates
New York
$3.46M
Invesco
31
Invesco
Georgia
$3.35M +$863K +34,701 +34%
Legal & General Group
32
Legal & General Group
United Kingdom
$3.16M -$29.4K -1,181 -0.9%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.14M +$416K +16,737 +15%
Nuveen
34
Nuveen
North Carolina
$3.13M -$2.17M -87,283 -40%
EPCA
35
Elizabeth Park Capital Advisors
Ohio
$2.92M
AllianceBernstein
36
AllianceBernstein
Tennessee
$2.89M -$1.87M -75,361 -39%
RBA
37
Richard Bernstein Advisors
New York
$2.89M
First Trust Advisors
38
First Trust Advisors
Illinois
$2.76M +$211K +8,490 +8%
Goldman Sachs
39
Goldman Sachs
New York
$2.58M -$215K -8,659 -8%
American Century Companies
40
American Century Companies
Missouri
$2.58M +$1.13M +45,267 +75%
CPW
41
Crestmont Private Wealth
Texas
$2.57M -$6.22K -250 -0.2%
CRC
42
Curi RMB Capital
Illinois
$2.44M -$622K -25,000 -20%
MCA
43
Mendon Capital Advisors
Florida
$2.44M -$622K -25,000 -20%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$2.3M +$638K +25,642 +37%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.3M -$337K -13,536 -13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.17M
BCM
48
Bridgeway Capital Management
Texas
$2.04M +$157K +6,300 +8%
EF
49
Empowered Funds
Pennsylvania
$2.04M +$157K +6,300 +8%
SWM
50
Segment Wealth Management
Texas
$1.94M +$721 +29 +0%

STEL Hedge Fund Activity: Q1 2024 in Review

164 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q1 2024, worth a combined $690M — down 15% from $813M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEL positions and 12 closed out — a net gain of 8 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $4.79M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 164 institutional investors held Stellar Bancorp (STEL) as of Q1 2024, up from 159 in Q4 2023.
  • Funds reported $690M of Stellar Bancorp stock for Q1 2024, down 15% quarter-over-quarter.
  • 20 funds opened new Stellar Bancorp positions in Q1 2024 and 12 closed out, a net change of +8 holders.
  • The largest Stellar Bancorp buyer in Q1 2024 was William Blair Investment Management, an estimated $4.79M added.
  • The largest Stellar Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.