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Stellar Bancorp
STEL

Overview Fund Activity

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.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.33%
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
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$25.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.9M
3
BlackRock
3
BlackRock
New York
$215M
4
State Street
4
State Street
Massachusetts
$56.9M
5
GLA
5
Great Lakes Advisors
Illinois
$4.34M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$47.8M
2
FCM
2
FJ Capital Management
Virginia
$6.86M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$6.01M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
101
Precedent Wealth Partners
Texas
$445K 16,000 +16,000 New
IWA
102
Icon Wealth Advisors
Texas
$439K 15,775 +15,775 New
SSWM
103
Sheets Smith Wealth Management
North Carolina
$429K 15,422 +730 +5%
Wells Fargo
104
Wells Fargo
California
$428K 15,376 +2,877 +23%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$407K 14,624 – –
DA
106
Doliver Advisors
Texas
$402K 14,432 – –
AWM
107
Avior Wealth Management
Nebraska
$399K 14,333 – –
BSW
108
Buckingham Strategic Wealth
Missouri
$398K 14,292 – –
HIP
109
Harrell Investment Partners
Texas
$391K 14,040 – –
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$387K 13,904 – –
EWP
111
Engrave Wealth Partners
Texas
$384K 13,793 – –
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$382K 13,727 -200 -1%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$374K 13,424 -20 -0.1%
PP
114
Patron Partners
Texas
$356K 12,798 – –
ASRS
115
Arizona State Retirement System
Arizona
$353K 12,667 -233 -2%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$339K 12,172 +1,242 +11%
HW
117
Hancock Whitney
Mississippi
$337K 12,093 +12,093 New
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$318K 11,407 -700 -6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$306K 10,996 +3,024 +38%
WAM
120
Watershed Asset Management
California
$306K 10,975 -1,483 -12%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$290K 10,405 -3,646 -26%
SI
122
Stephens Inc
Arkansas
$284K 10,214 -12,016 -54%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$282K 10,114 -21,248 -68%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$279K 10,039 – –
ProShare Advisors
125
ProShare Advisors
Maryland
$253K 9,101 +9,101 New
3 4
5
6 7