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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
LC
151
Lindbrook Capital
California
$1.56K
PA
152
Parallel Advisors
California
$1.22K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$1K +$622 +25 +313%
C
154
Covestor
United Kingdom
$1K +$1.32K +53 +5,300%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$853
VCM
156
Versant Capital Management
Arizona
$706
A
157
AlphaQuest
New York
$512 +$522 +21 New
AF
158
Allworth Financial
California
$488 -$1.29K -52 -72%
UB
159
UMB Bank
Missouri
$438 +$448 +18 New
AWM
160
Abound Wealth Management
Tennessee
$342
ECM
161
Everence Capital Management
Indiana
$216
FFA
162
Farther Finance Advisors
California
$215
RIL
163
Rothschild Investment LLC
Illinois
$122 +$124 +5 New
FIA
164
FNY Investment Advisers
New York
$1 +$1.24K +50 New
PP
165
Prospector Partners
Connecticut
-$3.04M -109,028 Closed
TCM
166
Tang Capital Management
California
-$557K -20,000 Closed
RJFSA
167
Raymond James Financial Services Advisors
Florida
-$501K -18,000 Closed
State Board of Administration of Florida Retirement System
168
State Board of Administration of Florida Retirement System
Florida
-$387K -13,904 Closed
SI
169
Stephens Inc
Arkansas
-$284K -10,214 Closed
MOACM
170
Mutual of America Capital Management
New York
-$228K -8,204 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
-$209K -7,491 Closed
SI
172
Saxon Interests
Texas
-$202K -7,246 Closed
EC
173
Elequin Capital
New York
-$27.6K -990 Closed
A
174
AJOVista
Massachusetts
-$18.1K -650 Closed
BTI
175
Blue Trust Inc
Georgia
-$4K -200 Closed

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.