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Stellar Bancorp
STEL

Overview Fund Activity

174 hedge funds and large institutions have $757M invested in Stellar Bancorp in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$17.8M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.5M
3
American Century Companies
3
American Century Companies
Missouri
$13.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.5M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$2.34M
2
SCA
2
Stieven Capital Advisors
Missouri
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3M
5
CPW
5
Crestmont Private Wealth
Texas
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
26
Great Lakes Advisors
Illinois
$4.33M 167,365 -1,549 -0.9%
CHJWM
27
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.3M 160,892 -120 -0.1%
Citadel Advisors
28
Citadel Advisors
Florida
$3.99M 154,277 +134,565 +683%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$3.8M 146,811 -4,223 -3%
RA
30
Royce & Associates
New York
$3.68M 142,222 – –
EF
31
Empowered Funds
Pennsylvania
$3.6M 139,080 +6,968 +5%
Invesco
32
Invesco
Georgia
$3.53M 136,368 -14,798 -10%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$3.48M 134,496 +2,966 +2%
NA
34
NewEdge Advisors
Louisiana
$3.45M 133,117 -30,002 -18%
Legal & General Group
35
Legal & General Group
United Kingdom
$3.31M 127,781 -429 -0.3%
RBA
36
Richard Bernstein Advisors
New York
$3.07M 118,669 – –
IWC
37
Integrated Wealth Concepts
Massachusetts
$3M 115,946 -142,750 -55%
BCM
38
Basswood Capital Management
New York
$2.71M 104,656 -71,410 -41%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.69M 103,881 +56,793 +121%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.67M 103,091 +7,219 +8%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M 101,118 -2,600 -3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.57M 99,362 +10,100 +11%
Barclays
43
Barclays
United Kingdom
$2.44M 94,347 +56,046 +146%
KCM
44
Kennedy Capital Management
Missouri
$2.34M 90,500 -427,993 -83%
AllianceBernstein
45
AllianceBernstein
Tennessee
$2.31M 89,222 -33,991 -28%
Jane Street
46
Jane Street
New York
$2.1M 80,964 +36,085 +80%
SWM
47
Segment Wealth Management
Texas
$2.07M 79,842 +32 +0%
Citigroup
48
Citigroup
New York
$2.02M 77,984 +16,828 +28%
Prudential Financial
49
Prudential Financial
New Jersey
$1.97M 76,016 +7,700 +11%
MCA
50
Mendon Capital Advisors
Florida
$1.94M 75,000 – –
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