STEL icon

Stellar Bancorp
STEL

Overview Fund Activity

164 hedge funds and large institutions have $690M invested in Stellar Bancorp in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
41
Reduced
56
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$26.9M
2
Millennium Management
2
Millennium Management
New York
$5.22M
3
American Century Companies
3
American Century Companies
Missouri
$2.58M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.01M
5
Invesco
5
Invesco
Georgia
$3.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.36M
2
BlackRock
2
BlackRock
New York
$182M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.3M
4
PP
4
Prospector Partners
Connecticut
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$182M 7,458,583 -246,692 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.9M 3,158,384 +19,876 +0.6%
State Street
3
State Street
Massachusetts
$50.3M 2,066,174 +23,145 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.3M 1,490,658 -225,927 -13%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$31.1M 1,277,860 – –
William Blair Investment Management
6
William Blair Investment Management
Illinois
$26.9M 1,104,232 +192,652 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.7M 1,055,255 +28,804 +3%
Northern Trust
8
Northern Trust
Illinois
$20M 822,262 -10,804 -1%
KCM
9
Kennedy Capital Management
Missouri
$13.5M 552,189 -19,954 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.1M 414,116 -17,784 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$9.82M 403,117 -37,327 -8%
Charles Schwab
12
Charles Schwab
California
$9.74M 399,978 +7,592 +2%
SCA
13
Stieven Capital Advisors
Missouri
$8.76M 359,404 +500 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$8.36M 343,342 -408,844 -54%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.99M 286,956 +17 +0%
IWC
16
Integrated Wealth Concepts
Massachusetts
$6.3M 258,696 – –
Ameriprise
17
Ameriprise
Minnesota
$6.08M 249,457 +8,966 +4%
FCM
18
FJ Capital Management
Virginia
$6.01M 246,560 – –
Principal Financial Group
19
Principal Financial Group
Iowa
$5.94M 243,735 -822 -0.3%
CHJWM
20
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.25M 219,676 +315 +0.1%
Millennium Management
21
Millennium Management
New York
$5.22M 214,425 +60,824 +40%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.91M 201,581 +43 +0%
Truist Financial
23
Truist Financial
North Carolina
$4.83M 198,263 -74,965 -27%
FWA
24
FOCUS Wealth Advisors
Texas
$4.77M 195,888 – –
CA
25
Callahan Advisors
Texas
$4.31M 177,052 -1,591 -0.9%
1
2 3 4 5