Stellar Bancorp
STEL
STEL was delisted on the 30th of June, 2026.
85 hedge funds and large institutions have $238M invested in Stellar Bancorp in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
64% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 22
16% more capital invested
Capital invested by funds: $206M → $238M (+$32.6M)
15% more funds holding
Funds holding: 74 → 85 (+11)
1.12% more ownership
Funds ownership: 29.62% → 30.73% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.35M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.18M |
| 3 |
Renaissance Technologies
New York
|
+$2.32M |
| 4 |
Bank of New York Mellon
New York
|
+$1.84M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$12.7M |
| 2 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$461K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$323K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$279K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $106K | – | – | – |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $70K | +$19.6K | +668 | +42% |
|
78
BNP Paribas Financial Markets
Paris,
France
| $66.9K | -$22.4K | -762 | -26% |
|
|
MWNA
79
Marshall Wace North America
New York
| $65K | – | – | – |
|
|
AIP
80
Ameritas Investment Partners
Lincoln,
Nebraska
| $47K | – | – | – |
|
81
Canada Life
Winnipeg,
Manitoba, Canada
| $45K | +$42.4K | +1,446 | New |
|
82
Lazard Asset Management
New York
| $13K | – | – | – |
|
83
Fidelity Investments
Boston,
Massachusetts
| $11K | – | – | – |
|
|
MCM
84
Maltese Capital Management
New York
| $1K | +$763 | +26 | New |
|
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$231K | -8,273 | Closed |
|
|
TRCT
86
Tower Research Capital (TRC)
New York
| – | -$8K | -278 | Closed |
|
|
EWM
87
Endurance Wealth Management
Providence,
Rhode Island
| – | -$5.87K | -200 | -99% |
|
STEL Hedge Fund Activity: Q4 2019 in Review
85 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2019, worth a combined $238M — up 16% from $206M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STEL positions and 2 closed out — a net gain of 12 holders — while 36 added to existing stakes and 22 trimmed.
The largest buyer was Avidian Wealth Enterprises, opening a new position worth an estimated $3.35M. The largest seller was Curi RMB Capital, cutting an estimated $12.7M.
- 85 institutional investors held Stellar Bancorp (STEL) as of Q4 2019, up from 74 in Q3 2019.
- Funds reported $238M of Stellar Bancorp stock for Q4 2019, up 16% quarter-over-quarter.
- 14 funds opened new Stellar Bancorp positions in Q4 2019 and 2 closed out, a net change of +12 holders.
- The largest Stellar Bancorp buyer in Q4 2019 was Avidian Wealth Enterprises, an estimated $3.35M added.
- The largest Stellar Bancorp seller in Q4 2019 was Curi RMB Capital, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2019.