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Stellar Bancorp
STEL

Overview Fund Activity

153 hedge funds and large institutions have $631M invested in Stellar Bancorp in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
50
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$6.47M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.86M
3
BlackRock
3
BlackRock
New York
$171M
4
CRC
4
Curi RMB Capital
Illinois
$2.29M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.92M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$5.99M
2
Invesco
2
Invesco
Georgia
$5.79M
3
AWE
3
Avidian Wealth Enterprises
Texas
$397K
4
BCM
4
Basswood Capital Management
New York
$5.67M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$171M 7,471,450 +168,710 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.4M 3,032,684 -60,536 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.9M 2,093,618 -77,728 -4%
State Street
4
State Street
Massachusetts
$41.8M 1,827,613 +53,381 +3%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$29.3M 1,277,860 +46,248 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.3M 930,621 +34,213 +4%
Northern Trust
7
Northern Trust
Illinois
$18.3M 798,585 -60,020 -7%
SCA
8
Stieven Capital Advisors
Missouri
$13.1M 573,499 -300 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10M 437,172 -6,286 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$9.92M 433,491 +90,328 +26%
KCM
11
Kennedy Capital Management
Missouri
$8.55M 373,336 -5,200 -1%
Charles Schwab
12
Charles Schwab
California
$8.22M 359,265 +19,887 +6%
Morgan Stanley
13
Morgan Stanley
New York
$7.61M 332,263 -31,028 -9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$6.58M 287,653 +28,534 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.47M 282,464 +282,464 New
Truist Financial
16
Truist Financial
North Carolina
$6.25M 273,228 – –
FCM
17
FJ Capital Management
Virginia
$5.99M 261,728 -285,307 -52%
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.92M 258,696 – –
Principal Financial Group
19
Principal Financial Group
Iowa
$5.9M 257,930 -14,051 -5%
FWA
20
FOCUS Wealth Advisors
Texas
$5.85M 255,411 -1,000 -0.4%
Invesco
21
Invesco
Georgia
$5.79M 252,904 -138,519 -35%
BCM
22
Basswood Capital Management
New York
$5.67M 247,551 -119,108 -32%
CHJWM
23
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.59M 225,929 -831 -0.4%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$5.44M 237,773 +75,777 +47%
Victory Capital Management
25
Victory Capital Management
Texas
$4.86M 212,344 +196,410 +1,233%
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