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Stellar Bancorp
STEL

Overview Fund Activity

174 hedge funds and large institutions have $757M invested in Stellar Bancorp in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$17.8M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.5M
3
American Century Companies
3
American Century Companies
Missouri
$13.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.5M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$2.34M
2
SCA
2
Stieven Capital Advisors
Missouri
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3M
5
CPW
5
Crestmont Private Wealth
Texas
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$195M 7,539,920 -14,876 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.8M 3,315,475 +161,206 +5%
State Street
3
State Street
Massachusetts
$52.6M 2,033,138 +3,523 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.5M 1,874,284 +196,379 +12%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$33.2M 1,280,426 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.9M 1,116,129 +20,661 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$27.7M 1,069,972 -32,190 -3%
Northern Trust
8
Northern Trust
Illinois
$19.5M 754,291 +3,881 +0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$17.8M 686,745 +255,626 +59%
Morgan Stanley
10
Morgan Stanley
New York
$13.5M 519,601 +158,177 +44%
American Century Companies
11
American Century Companies
Missouri
$13.3M 514,377 +192,318 +60%
Charles Schwab
12
Charles Schwab
California
$11.1M 429,364 +14,493 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.4M 402,724 -25,981 -6%
Goldman Sachs
14
Goldman Sachs
New York
$9M 347,678 +67,294 +24%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.43M 287,108 -17 -0%
Millennium Management
16
Millennium Management
New York
$7.35M 283,954 +77,247 +37%
BCM
17
Bridgeway Capital Management
Texas
$6.3M 243,280 +86,168 +55%
FWA
18
FOCUS Wealth Advisors
Texas
$6.22M 240,411 +44,523 +23%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.82M 224,852 -7,900 -3%
Ameriprise
20
Ameriprise
Minnesota
$5.19M 200,327 -21,018 -9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$5.02M 201,600 +4 +0%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$4.82M 186,217 – –
Truist Financial
23
Truist Financial
North Carolina
$4.54M 175,258 -20,750 -11%
CA
24
Callahan Advisors
Texas
$4.52M 174,429 -2,125 -1%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$4.5M 173,982 +11,327 +7%
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