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STEL

Stellar Bancorp

Delisted

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

150 hedge funds and large institutions have $581M invested in Stellar Bancorp in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.52% less ownership

Funds ownership: 51.65%51.14% (-0.52%)

2% less funds holding

Funds holding: 153150 (-3)

8% less capital invested

Capital invested by funds: $631M → $581M (-$49.5M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

25% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 57

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
43
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$156M -$3.56M -155,874 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.3M -$339K -14,839 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41M -$3.86M -169,120 -8%
State Street
4
State Street
Massachusetts
$39.7M +$747K +32,727 +2%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$27.2M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21M +$1.21M +52,992 +6%
Northern Trust
7
Northern Trust
Illinois
$17.3M +$248K +10,885 +1%
KCM
8
Kennedy Capital Management
Missouri
$9.94M +$2.12M +93,076 +25%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$9.74M +$532K +23,307 +5%
FCM
10
FJ Capital Management
Virginia
$9.35M +$4.03M +176,705 +68%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.05M -$291K -12,757 -3%
SCA
12
Stieven Capital Advisors
Missouri
$8.76M -$3.71M -162,583 -28%
Charles Schwab
13
Charles Schwab
California
$8.12M +$498K +21,822 +6%
Nuveen
14
Nuveen
North Carolina
$6.82M +$1.87M +82,136 +35%
AllianceBernstein
15
AllianceBernstein
Tennessee
$6.72M +$627K +27,500 +10%
Morgan Stanley
16
Morgan Stanley
New York
$6.5M -$624K -27,352 -8%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.12M +$106K +4,653 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.83M
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.52M
Principal Financial Group
20
Principal Financial Group
Iowa
$5.4M -$108K -4,750 -2%
CHJWM
21
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.81M -$124K -5,437 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.3M -$1.16K -51 -0%
BCM
23
Basswood Capital Management
New York
$4.27M -$1.07M -47,093 -19%
FWA
24
FOCUS Wealth Advisors
Texas
$4.18M -$1.36M -59,523 -23%
CA
25
Callahan Advisors
Texas
$3.81M -$82.6K -3,621 -2%

STEL Hedge Fund Activity: Q3 2023 in Review

150 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q3 2023, worth a combined $581M — down 7.8% from $631M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of STEL and 14 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 43 added.

The largest buyer was FJ Capital Management, adding an estimated $4.03M. The largest seller was Victory Capital Management, cutting an estimated $4.24M.

  • 150 institutional investors held Stellar Bancorp (STEL) as of Q3 2023, down from 153 in Q2 2023.
  • Funds reported $581M of Stellar Bancorp stock for Q3 2023, down 7.8% quarter-over-quarter.
  • 14 funds opened new Stellar Bancorp positions in Q3 2023 and 16 closed out, a net change of -2 holders.
  • The largest Stellar Bancorp buyer in Q3 2023 was FJ Capital Management, an estimated $4.03M added.
  • The largest Stellar Bancorp seller in Q3 2023 was Victory Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2023.