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STEL

Stellar Bancorp

Delisted

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

164 hedge funds and large institutions have $690M invested in Stellar Bancorp in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 159164 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.69% less ownership

Funds ownership: 54.88%53.19% (-1.7%)

15% less capital invested

Capital invested by funds: $813M → $690M (-$123M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
41
Reduced
56
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$182M -$6.14M -246,692 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.9M +$494K +19,876 +0.6%
State Street
3
State Street
Massachusetts
$50.3M +$576K +23,145 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.3M -$5.62M -225,927 -13%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$31.1M
William Blair Investment Management
6
William Blair Investment Management
Illinois
$26.9M +$4.79M +192,652 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.7M +$717K +28,804 +3%
Northern Trust
8
Northern Trust
Illinois
$20M -$269K -10,804 -1%
KCM
9
Kennedy Capital Management
Missouri
$13.5M -$496K -19,954 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.1M -$442K -17,784 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$9.82M -$929K -37,327 -8%
Charles Schwab
12
Charles Schwab
California
$9.74M +$189K +7,592 +2%
SCA
13
Stieven Capital Advisors
Missouri
$8.76M +$12.4K +500 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$8.36M -$10.2M -408,844 -54%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.99M +$423 +17 +0%
IWC
16
Integrated Wealth Concepts
Massachusetts
$6.3M
Ameriprise
17
Ameriprise
Minnesota
$6.08M +$223K +8,966 +4%
FCM
18
FJ Capital Management
Virginia
$6.01M
Principal Financial Group
19
Principal Financial Group
Iowa
$5.94M -$20.4K -822 -0.3%
CHJWM
20
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.25M +$7.84K +315 +0.1%
Millennium Management
21
Millennium Management
New York
$5.22M +$1.51M +60,824 +40%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.91M +$1.07K +43 +0%
Truist Financial
23
Truist Financial
North Carolina
$4.83M -$1.87M -74,965 -27%
FWA
24
FOCUS Wealth Advisors
Texas
$4.77M
CA
25
Callahan Advisors
Texas
$4.31M -$39.6K -1,591 -0.9%

STEL Hedge Fund Activity: Q1 2024 in Review

164 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q1 2024, worth a combined $690M — down 15% from $813M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEL positions and 12 closed out — a net gain of 8 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $4.79M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 164 institutional investors held Stellar Bancorp (STEL) as of Q1 2024, up from 159 in Q4 2023.
  • Funds reported $690M of Stellar Bancorp stock for Q1 2024, down 15% quarter-over-quarter.
  • 20 funds opened new Stellar Bancorp positions in Q1 2024 and 12 closed out, a net change of +8 holders.
  • The largest Stellar Bancorp buyer in Q1 2024 was William Blair Investment Management, an estimated $4.79M added.
  • The largest Stellar Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.