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Stellar Bancorp
STEL

Overview Fund Activity

151 hedge funds and large institutions have $675M invested in Stellar Bancorp in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 31 closing their positions.

Holders
151
Holders Change
-16
Holders Change %
-9.58%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
50
Reduced
55
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$13.5M
2
KCM
2
Kennedy Capital Management
Missouri
$9.32M
3
CA
3
Callahan Advisors
Texas
$4.49M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$76.1M
5
BlackRock
5
BlackRock
New York
$180M

Top Sellers

1
CG
1
Clarus Group
Texas
$0
2
Prudential Financial
2
Prudential Financial
New Jersey
$1.09M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
BCM
4
Bridgeway Capital Management
Texas
$448K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M 7,302,740 +54,274 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.1M 3,093,220 +113,830 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M 2,171,346 -2,227 -0.1%
State Street
4
State Street
Massachusetts
$43.7M 1,774,232 -53,356 -3%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$30.3M 1,231,612 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.1M 896,408 +31,760 +4%
Northern Trust
7
Northern Trust
Illinois
$21.1M 858,605 -68,006 -7%
SCA
8
Stieven Capital Advisors
Missouri
$14.1M 573,799 +28,120 +5%
FCM
9
FJ Capital Management
Virginia
$13.5M 547,035 +547,035 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.9M 443,458 -7,601 -2%
Invesco
11
Invesco
Georgia
$9.63M 391,423 -48,722 -11%
KCM
12
Kennedy Capital Management
Missouri
$9.32M 378,536 +355,933 +1,575%
BCM
13
Basswood Capital Management
New York
$9.02M 366,659 -65,940 -15%
Morgan Stanley
14
Morgan Stanley
New York
$8.94M 363,291 -24,322 -6%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$8.45M 343,163 -14,326 -4%
Charles Schwab
16
Charles Schwab
California
$8.35M 339,378 +8,140 +2%
Truist Financial
17
Truist Financial
North Carolina
$6.72M 273,228 +37,841 +16%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.69M 271,981 +128 +0%
AllianceBernstein
19
AllianceBernstein
Tennessee
$6.38M 259,119 +18,439 +8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.37M 258,696 – –
FWA
21
FOCUS Wealth Advisors
Texas
$6.31M 256,411 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$5.45M 221,605 +44,395 +25%
NA
23
NewEdge Advisors
Louisiana
$5.05M 205,097 – –
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.94M 200,886 -22 -0%
CHJWM
25
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.94M 226,760 +482 +0.2%
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