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STEL

Stellar Bancorp

Delisted

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

151 hedge funds and large institutions have $675M invested in Stellar Bancorp in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 52.27%51.86% (-0.41%)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

9% less capital invested

Capital invested by funds: $739M → $675M (-$63.6M)

10% less funds holding

Funds holding: 167151 (-16)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
151
Holders Change
-16
Holders Change %
-9.58%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
50
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M +$1.53M +54,274 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.1M +$3.2M +113,830 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M -$62.6K -2,227 -0.1%
State Street
4
State Street
Massachusetts
$43.7M -$1.5M -53,356 -3%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$30.3M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.1M +$893K +31,760 +4%
Northern Trust
7
Northern Trust
Illinois
$21.1M -$1.91M -68,006 -7%
SCA
8
Stieven Capital Advisors
Missouri
$14.1M +$791K +28,120 +5%
FCM
9
FJ Capital Management
Virginia
$13.5M +$15.4M +547,035 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.9M -$214K -7,601 -2%
Invesco
11
Invesco
Georgia
$9.63M -$1.37M -48,722 -11%
KCM
12
Kennedy Capital Management
Missouri
$9.32M +$10M +355,933 +1,575%
BCM
13
Basswood Capital Management
New York
$9.02M -$1.85M -65,940 -15%
Morgan Stanley
14
Morgan Stanley
New York
$8.94M -$684K -24,322 -6%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$8.45M -$403K -14,326 -4%
Charles Schwab
16
Charles Schwab
California
$8.35M +$229K +8,140 +2%
Truist Financial
17
Truist Financial
North Carolina
$6.72M +$1.06M +37,841 +16%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.69M +$3.6K +128 +0%
AllianceBernstein
19
AllianceBernstein
Tennessee
$6.38M +$519K +18,439 +8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.37M
FWA
21
FOCUS Wealth Advisors
Texas
$6.31M
JP Morgan Chase
22
JP Morgan Chase
New York
$5.45M +$1.25M +44,395 +25%
NA
23
NewEdge Advisors
Louisiana
$5.05M
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.94M -$619 -22 -0%
CHJWM
25
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.94M +$13.6K +482 +0.2%

STEL Hedge Fund Activity: Q1 2023 in Review

151 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q1 2023, worth a combined $675M — down 8.6% from $739M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEL and 17 opened new positions — a net loss of 14 holders — while 55 trimmed existing stakes and 50 added.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $15.4M. The largest seller was Clarus Group, exiting entirely with an estimated $6.6M sold.

  • 151 institutional investors held Stellar Bancorp (STEL) as of Q1 2023, down from 167 in Q4 2022.
  • Funds reported $675M of Stellar Bancorp stock for Q1 2023, down 8.6% quarter-over-quarter.
  • 17 funds opened new Stellar Bancorp positions in Q1 2023 and 31 closed out, a net change of -14 holders.
  • The largest Stellar Bancorp buyer in Q1 2023 was FJ Capital Management, an estimated $15.4M added.
  • The largest Stellar Bancorp seller in Q1 2023 was Clarus Group, an estimated $6.6M sold.

Based on aggregated 13F filings for Q1 2023.