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Stellar Bancorp
STEL

Overview Fund Activity

167 hedge funds and large institutions have $739M invested in Stellar Bancorp in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 66 increasing their positions, 16 reducing their positions, and 23 closing their positions.

Holders
167
Holders Change
+56
Holders Change %
+50.45%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
80
Increased
66
Reduced
16
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.8M
3
State Street
3
State Street
Massachusetts
$53.8M
4
Northern Trust
4
Northern Trust
Illinois
$27.3M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.5M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$0
2
NAM
2
Nexpoint Asset Management
Texas
$0
3
CL
3
CSS LLC
Illinois
$0
4
MC
4
Mount Capital
United Kingdom
$0
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$214M 7,248,466 +4,193,289 +137%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.8M 2,979,390 +1,891,619 +174%
State Street
3
State Street
Massachusetts
$53.8M 1,827,588 +1,168,694 +177%
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$36.3M 1,231,612 +1,189 +0.1%
Northern Trust
5
Northern Trust
Illinois
$27.3M 926,611 +742,640 +404%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$25.5M 864,648 +522,456 +153%
SCA
7
Stieven Capital Advisors
Missouri
$16.1M 545,679 +84,364 +18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.3M 451,059 +300,729 +200%
Invesco
9
Invesco
Georgia
$13M 440,145 +340,222 +340%
BCM
10
Basswood Capital Management
New York
$12.7M 432,599 +298,518 +223%
Morgan Stanley
11
Morgan Stanley
New York
$11.4M 387,613 +186,132 +92%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$10.5M 357,489 +357,489 New
Charles Schwab
13
Charles Schwab
California
$9.76M 331,238 +200,153 +153%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.01M 271,853 -4,722 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.62M 258,696 +258,696 New
FWA
16
FOCUS Wealth Advisors
Texas
$7.55M 256,411 +256,411 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$7.09M 240,680 +39,315 +20%
Truist Financial
18
Truist Financial
North Carolina
$6.93M 235,387 +82,987 +54%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.85M 232,584 +224,890 +2,923%
CG
20
Clarus Group
Texas
$6.6M 223,943 – –
NA
21
NewEdge Advisors
Louisiana
$6.04M 205,097 +205,097 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$5.92M 200,908 +200,908 New
CHJWM
23
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.85M 226,278 +23,240 +11%
Ameriprise
24
Ameriprise
Minnesota
$5.43M 184,302 +5,693 +3%
CPW
25
Crestmont Private Wealth
Texas
$5.37M 182,123 +182,123 New
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