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Stellar Bancorp
STEL

Overview Fund Activity

150 hedge funds and large institutions have $581M invested in Stellar Bancorp in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
43
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$9.35M
2
Millennium Management
2
Millennium Management
New York
$2.94M
3
RBA
3
Richard Bernstein Advisors
New York
$2.53M
4
KCM
4
Kennedy Capital Management
Missouri
$9.94M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$6.82M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$564K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M
3
SCA
3
Stieven Capital Advisors
Missouri
$8.76M
4
BlackRock
4
BlackRock
New York
$156M
5
Invesco
5
Invesco
Georgia
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$156M 7,315,576 -155,874 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.3M 3,017,845 -14,839 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41M 1,924,498 -169,120 -8%
State Street
4
State Street
Massachusetts
$39.7M 1,860,340 +32,727 +2%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$27.2M 1,277,860 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21M 983,613 +52,992 +6%
Northern Trust
7
Northern Trust
Illinois
$17.3M 809,470 +10,885 +1%
KCM
8
Kennedy Capital Management
Missouri
$9.94M 466,412 +93,076 +25%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$9.74M 456,798 +23,307 +5%
FCM
10
FJ Capital Management
Virginia
$9.35M 438,433 +176,705 +68%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.05M 424,415 -12,757 -3%
SCA
12
Stieven Capital Advisors
Missouri
$8.76M 410,916 -162,583 -28%
Charles Schwab
13
Charles Schwab
California
$8.12M 381,087 +21,822 +6%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$6.82M 319,909 +82,136 +35%
AllianceBernstein
15
AllianceBernstein
Tennessee
$6.72M 315,153 +27,500 +10%
Morgan Stanley
16
Morgan Stanley
New York
$6.5M 304,911 -27,352 -8%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.12M 287,117 +4,653 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.83M 273,228 – –
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.52M 258,696 – –
Principal Financial Group
20
Principal Financial Group
Iowa
$5.4M 253,180 -4,750 -2%
CHJWM
21
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.81M 220,492 -5,437 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.3M 201,538 -51 -0%
BCM
23
Basswood Capital Management
New York
$4.27M 200,458 -47,093 -19%
FWA
24
FOCUS Wealth Advisors
Texas
$4.18M 195,888 -59,523 -23%
CA
25
Callahan Advisors
Texas
$3.81M 178,642 -3,621 -2%
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