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STEL

Stellar Bancorp

Delisted

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

159 hedge funds and large institutions have $813M invested in Stellar Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

40% more capital invested

Capital invested by funds: $581M → $813M (+$232M)

6% more funds holding

Funds holding: 150159 (+9)

3.74% more ownership

Funds ownership: 51.14%54.88% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
49
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Precedent Wealth Partners
Texas
$445K +$384K +16,000 New
IWA
102
Icon Wealth Advisors
Texas
$439K +$379K +15,775 New
SSWM
103
Sheets Smith Wealth Management
North Carolina
$429K +$17.5K +730 +5%
Wells Fargo
104
Wells Fargo
California
$428K +$69.1K +2,877 +23%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$407K
DA
106
Doliver Advisors
Texas
$402K
AWM
107
Avior Wealth Management
Nebraska
$399K
BSW
108
Buckingham Strategic Wealth
Missouri
$398K
HIP
109
Harrell Investment Partners
Texas
$391K
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$387K
EWP
111
Engrave Wealth Partners
Texas
$384K
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$382K -$4.8K -200 -1%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$374K -$480 -20 -0.1%
PP
114
Patron Partners
Texas
$356K
ASRS
115
Arizona State Retirement System
Arizona
$353K -$5.59K -233 -2%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$339K +$29.8K +1,242 +11%
HW
117
Hancock Whitney
Mississippi
$337K +$290K +12,093 New
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$318K -$16.8K -700 -6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$306K +$72.6K +3,024 +38%
WAM
120
Watershed Asset Management
California
$306K -$35.6K -1,483 -12%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$290K -$87.5K -3,646 -26%
SI
122
Stephens Inc
Arkansas
$284K -$288K -12,016 -54%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$282K -$510K -21,248 -68%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$279K
ProShare Advisors
125
ProShare Advisors
Maryland
$253K +$218K +9,101 New

STEL Hedge Fund Activity: Q4 2023 in Review

159 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2023, worth a combined $813M — up 40% from $581M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new STEL positions and 15 closed out — a net gain of 10 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $19.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.99M.

  • 159 institutional investors held Stellar Bancorp (STEL) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $813M of Stellar Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new Stellar Bancorp positions in Q4 2023 and 15 closed out, a net change of +10 holders.
  • The largest Stellar Bancorp buyer in Q4 2023 was William Blair Investment Management, an estimated $19.9M added.
  • The largest Stellar Bancorp seller in Q4 2023 was Dimensional Fund Advisors, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2023.