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STEL

Stellar Bancorp

Delisted

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

82 hedge funds and large institutions have $137M invested in Stellar Bancorp in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% more ownership

Funds ownership: 30.55%33.65% (+3.1%)

1% less funds holding

Funds holding: 8382 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

15% less capital invested

Capital invested by funds: $160M → $137M (-$23.5M)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.8M -$389K -23,250 -2%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$20M
Vanguard Group
3
Vanguard Group
Pennsylvania
$16M -$27.4K -1,637 -0.2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$15.3M +$15.6M +935,160 New
State Street
5
State Street
Massachusetts
$6.13M -$846K -50,568 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.5M +$52.5K +3,136 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.49M +$159K +9,527 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.68M -$8.37K -500 -0.2%
Northern Trust
9
Northern Trust
Illinois
$3.62M -$199K -11,904 -5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$3.52M +$1.65M +98,366 +84%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.31M +$1.26M +75,500 +59%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.05M -$104K -6,242 -5%
Charles Schwab
13
Charles Schwab
California
$1.96M +$55.9K +3,343 +3%
AWE
14
Avidian Wealth Enterprises
Texas
$1.86M
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.86M +$861K +51,461 +82%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.57M -$116K -6,958 -7%
Nuveen
17
Nuveen
North Carolina
$1.39M +$83.3K +4,980 +6%
Citadel Advisors
18
Citadel Advisors
Florida
$1.36M +$808K +48,288 +137%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.34M +$500K +29,860 +57%
ATC
20
Argent Trust Co
Tennessee
$1.24M -$5.02K -300 -0.4%
WG
21
Winton Group
United Kingdom
$1.13M -$453K -27,041 -28%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.07M -$183K -10,921 -14%
CA
23
Callahan Advisors
Texas
$1.02M
Truist Financial
24
Truist Financial
North Carolina
$830K
Goldman Sachs
25
Goldman Sachs
New York
$800K +$191K +11,437 +30%

STEL Hedge Fund Activity: Q3 2020 in Review

82 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q3 2020, worth a combined $137M — down 15% from $160M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STEL and 8 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 22 added.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $15.6M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $6.36M sold.

  • 82 institutional investors held Stellar Bancorp (STEL) as of Q3 2020, down from 83 in Q2 2020.
  • Funds reported $137M of Stellar Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 8 funds opened new Stellar Bancorp positions in Q3 2020 and 9 closed out, a net change of -1 holder.
  • The largest Stellar Bancorp buyer in Q3 2020 was Integrated Wealth Concepts, an estimated $15.6M added.
  • The largest Stellar Bancorp seller in Q3 2020 was Wasatch Advisors, an estimated $6.36M sold.

Based on aggregated 13F filings for Q3 2020.