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Stellar Bancorp
STEL

Overview Fund Activity

159 hedge funds and large institutions have $813M invested in Stellar Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
25
Increased
49
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$25.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.9M
3
BlackRock
3
BlackRock
New York
$215M
4
State Street
4
State Street
Massachusetts
$56.9M
5
GLA
5
Great Lakes Advisors
Illinois
$4.34M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$47.8M
2
FCM
2
FJ Capital Management
Virginia
$6.86M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$6.01M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$215M 7,705,275 +389,699 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.4M 3,138,508 +120,663 +4%
State Street
3
State Street
Massachusetts
$56.9M 2,043,029 +182,689 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.8M 1,716,585 -207,913 -11%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$35.6M 1,277,860 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.6M 1,026,451 +42,838 +4%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$25.4M 911,580 +830,541 +1,025%
Northern Trust
8
Northern Trust
Illinois
$23.2M 833,066 +23,596 +3%
Morgan Stanley
9
Morgan Stanley
New York
$20.9M 752,186 +447,275 +147%
KCM
10
Kennedy Capital Management
Missouri
$15.9M 572,143 +105,731 +23%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$12.3M 440,444 -16,354 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12M 431,900 +7,485 +2%
Charles Schwab
13
Charles Schwab
California
$10.9M 392,386 +11,299 +3%
SCA
14
Stieven Capital Advisors
Missouri
$9.99M 358,904 -52,012 -13%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.99M 286,939 -178 -0.1%
Truist Financial
16
Truist Financial
North Carolina
$7.61M 273,228 – –
IWC
17
Integrated Wealth Concepts
Massachusetts
$7.2M 258,696 – –
FCM
18
FJ Capital Management
Virginia
$6.86M 246,560 -191,873 -44%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.81M 244,557 -8,623 -3%
Ameriprise
20
Ameriprise
Minnesota
$6.7M 240,491 +78,960 +49%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$6.01M 215,716 -104,193 -33%
CHJWM
22
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.84M 219,361 -1,131 -0.5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$5.61M 201,538 – –
FWA
24
FOCUS Wealth Advisors
Texas
$5.45M 195,888 – –
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.4M 194,064 -121,089 -38%
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