We are live on ! Find out more
STEL

Stellar Bancorp
STEL

Delisted

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

Back to rankings

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: 150 → 159 (+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: 3 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$19.9M
2
Morgan Stanley
Morgan Stanley
New York
+$10.7M
3
BlackRock
BlackRock
New York
+$9.35M
4
State Street
State Street
Massachusetts
+$4.39M
5
GLA
Great Lakes Advisors
Illinois
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.99M
2
FCM
FJ Capital Management
Virginia
-$4.61M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.91M
4
Nuveen
Nuveen
North Carolina
-$2.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Allworth Financial
California
$2K +$1.25K +52 +260%
LC
152
Lindbrook Capital
California
$1.78K +$816 +34 +113%
PA
153
Parallel Advisors
California
$1.39K – – –
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$974 – – –
VCM
155
Versant Capital Management
Arizona
$807 -$2.81K -117 -80%
AWM
156
Abound Wealth Management
Tennessee
$390 – – –
FFA
157
Farther Finance Advisors
California
$251 – – –
Renaissance Technologies
158
Renaissance Technologies
New York
– -$1.82M -85,596 Closed
WI
159
WJ Interests
Texas
– -$1.08M -50,704 Closed
Creative Planning
160
Creative Planning
Kansas
– -$754K -35,384 Closed
SG Americas Securities
161
SG Americas Securities
New York
– -$482K -22,586 Closed
TI
162
Trexquant Investment
Connecticut
– -$359K -16,822 Closed
Walleye Capital
163
Walleye Capital
New York
– -$346K -16,219 Closed
CCM
164
Channing Capital Management
Illinois
– -$310K -14,536 Closed
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
– -$237K -11,097 Closed
QT
166
Quantbot Technologies
New York
– -$91.9K -4,312 Closed
SOW
167
State of Wyoming
Wyoming
– -$69K -3,235 Closed
ACM
168
Aquatic Capital Management
Illinois
– -$53K -2,500 Closed
Federated Hermes
169
Federated Hermes
Pennsylvania
– -$47.6K -2,232 Closed
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
– -$2.73K -128 Closed
LFA
171
LGT Financial Advisors
Texas
– -$2.28K -107 Closed
PFBT
172
Parkside Financial Bank & Trust
Missouri
– -$1.17K -55 Closed
C
173
Covestor
United Kingdom
– -$24 -1 -50%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
– +$192 +8 New
3 4 5 6
7

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.