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STEL

Stellar Bancorp

Delisted

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

159 hedge funds and large institutions have $813M invested in Stellar Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

40% more capital invested

Capital invested by funds: $581M → $813M (+$232M)

6% more funds holding

Funds holding: 150159 (+9)

3.74% more ownership

Funds ownership: 51.14%54.88% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
49
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$9.35M +389,699 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.4M +$2.9M +120,663 +4%
State Street
3
State Street
Massachusetts
$56.9M +$4.39M +182,689 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.8M -$4.99M -207,913 -11%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$35.6M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.6M +$1.03M +42,838 +4%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$25.4M +$19.9M +830,541 +1,025%
Northern Trust
8
Northern Trust
Illinois
$23.2M +$566K +23,596 +3%
Morgan Stanley
9
Morgan Stanley
New York
$20.9M +$10.7M +447,275 +147%
KCM
10
Kennedy Capital Management
Missouri
$15.9M +$2.54M +105,731 +23%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$12.3M -$393K -16,354 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12M +$180K +7,485 +2%
Charles Schwab
13
Charles Schwab
California
$10.9M +$271K +11,299 +3%
SCA
14
Stieven Capital Advisors
Missouri
$9.99M -$1.25M -52,012 -13%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.99M -$4.27K -178 -0.1%
Truist Financial
16
Truist Financial
North Carolina
$7.61M
IWC
17
Integrated Wealth Concepts
Massachusetts
$7.2M
FCM
18
FJ Capital Management
Virginia
$6.86M -$4.61M -191,873 -44%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.81M -$207K -8,623 -3%
Ameriprise
20
Ameriprise
Minnesota
$6.7M +$1.9M +78,960 +49%
Nuveen
21
Nuveen
North Carolina
$6.01M -$2.5M -104,193 -33%
CHJWM
22
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.84M -$27.1K -1,131 -0.5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$5.61M
FWA
24
FOCUS Wealth Advisors
Texas
$5.45M
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.4M -$2.91M -121,089 -38%

STEL Hedge Fund Activity: Q4 2023 in Review

159 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2023, worth a combined $813M — up 40% from $581M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new STEL positions and 15 closed out — a net gain of 10 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $19.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.99M.

  • 159 institutional investors held Stellar Bancorp (STEL) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $813M of Stellar Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new Stellar Bancorp positions in Q4 2023 and 15 closed out, a net change of +10 holders.
  • The largest Stellar Bancorp buyer in Q4 2023 was William Blair Investment Management, an estimated $19.9M added.
  • The largest Stellar Bancorp seller in Q4 2023 was Dimensional Fund Advisors, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2023.