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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 %
AWE
101
Avidian Wealth Enterprises
Texas
$428K 16,517 – –
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$417K 16,102 -336 -2%
PWP
103
Precedent Wealth Partners
Texas
$414K 16,000 – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$410K 15,829 +2,541 +19%
Corient Private Wealth
105
Corient Private Wealth
Florida
$393K 15,165 +8 +0.1%
IIM
106
INTECH Investment Management
Florida
$388K 14,984 +14,984 New
ASRS
107
Arizona State Retirement System
Arizona
$379K 14,654 +1,971 +16%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$378K 14,624 – –
VCM
109
Versant Capital Management
Arizona
$374K 14,446 +72 +0.5%
SSWM
110
Sheets Smith Wealth Management
North Carolina
$371K 14,321 +75 +0.5%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$370K 14,292 +14,292 New
AB
112
Amalgamated Bank
New York
$366K 14,140 -274 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$364K 14,071 +70 +0.5%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$360K 13,904 – –
Fayez Sarofim & Co
115
Fayez Sarofim & Co
Texas
$356K 13,763 -6,500 -32%
IWA
116
Icon Wealth Advisors
Texas
$342K 13,215 – –
SO
117
STRS Ohio
Ohio
$334K 12,900 +4,400 +52%
HIP
118
Harrell Investment Partners
Texas
$332K 12,840 – –
A
119
AlphaQuest
New York
$329K 12,710 +3,389 +36%
AWM
120
Avior Wealth Management
Nebraska
$319K 12,333 -8,000 -39%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$316K 12,201 – –
HW
122
Hancock Whitney
Mississippi
$311K 12,000 +12,000 New
Los Angeles Capital Management
123
Los Angeles Capital Management
California
$309K 11,945 -1,951 -14%
Creative Planning
124
Creative Planning
Kansas
$303K 11,690 -4,093 -26%
Allianz Asset Management
125
Allianz Asset Management
Germany
$300K 11,600 +11,600 New
3 4
5
6 7