We are live on ! Find out more
STEL

Stellar Bancorp

Delisted

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

167 hedge funds and large institutions have $739M invested in Stellar Bancorp in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 66 increasing their positions, 16 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 16

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

102% more capital invested

Capital invested by funds: $365M → $739M (+$374M)

50% more funds holding

Funds holding: 111167 (+56)

1.32% more ownership

Funds ownership: 50.94%52.27% (+1.3%)

Holders
167
Holders Change
+56
Holders Change %
+50.45%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
80
Increased
66
Reduced
16
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$214M +$130M +4,193,289 +137%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.8M +$58.6M +1,891,619 +174%
State Street
3
State Street
Massachusetts
$53.8M +$36.2M +1,168,694 +177%
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$36.3M +$36.8K +1,189 +0.1%
Northern Trust
5
Northern Trust
Illinois
$27.3M +$23M +742,640 +404%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$25.5M +$16.2M +522,456 +153%
SCA
7
Stieven Capital Advisors
Missouri
$16.1M +$2.61M +84,364 +18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.3M +$9.31M +300,729 +200%
Invesco
9
Invesco
Georgia
$13M +$10.5M +340,222 +340%
BCM
10
Basswood Capital Management
New York
$12.7M +$9.24M +298,518 +223%
Morgan Stanley
11
Morgan Stanley
New York
$11.4M +$5.76M +186,132 +92%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$10.5M +$11.1M +357,489 New
Charles Schwab
13
Charles Schwab
California
$9.76M +$6.2M +200,153 +153%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.01M -$146K -4,722 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.62M +$8.01M +258,696 New
FWA
16
FOCUS Wealth Advisors
Texas
$7.55M +$7.94M +256,411 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$7.09M +$1.22M +39,315 +20%
Truist Financial
18
Truist Financial
North Carolina
$6.93M +$2.57M +82,987 +54%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.85M +$6.96M +224,890 +2,923%
CG
20
Clarus Group
Texas
$6.6M
NA
21
NewEdge Advisors
Louisiana
$6.04M +$6.35M +205,097 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$5.92M +$6.22M +200,908 New
CHJWM
23
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.85M +$720K +23,240 +11%
Ameriprise
24
Ameriprise
Minnesota
$5.43M +$176K +5,693 +3%
CPW
25
Crestmont Private Wealth
Texas
$5.37M +$5.64M +182,123 New

STEL Hedge Fund Activity: Q4 2022 in Review

167 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2022, worth a combined $739M — up 102% from $365M a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new STEL positions and 23 closed out — a net gain of 57 holders — while 66 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $130M. The largest seller was FJ Capital Management, exiting entirely with an estimated $12M sold.

  • 167 institutional investors held Stellar Bancorp (STEL) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $739M of Stellar Bancorp stock for Q4 2022, up 102% quarter-over-quarter.
  • 80 funds opened new Stellar Bancorp positions in Q4 2022 and 23 closed out, a net change of +57 holders.
  • The largest Stellar Bancorp buyer in Q4 2022 was BlackRock, an estimated $130M added.
  • The largest Stellar Bancorp seller in Q4 2022 was FJ Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2022.