Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stellar Bancorp Inc (STEL)

208 + Investors. Track Smart Money conviction in STEL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — STEL

Based on 210 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STEL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
210 funds currently hold this stock — 93% of the 3.0-year high of 225 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

94 buying119 selling
Last quarter: 119 funds reduced or exited vs 94 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 23 → 58 → 33. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 19% medium ■ 31% new
105 out of 210 hedge funds have held STEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

16 → 22 → 23 → 58 → 33 new funds/Q
New funds entering each quarter: 22 → 23 → 58 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 54% veterans vs 34% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Entry-cohort mix of 210 holders: 114 (54%) are 2+ year veterans, 25 entered 1–2 years ago, and 71 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
41 of 210 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in STEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STEL

In 2026 Q2, 94 hedge funds were net buyers of STEL (33 opened a new position, 61 added to an existing one), while 119 reduced or exited (71 trimmed, 48 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in STEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 210.

Hedge Fund Ownership: STEL

How many hedge funds hold STEL — quarterly history vs. share price
Quarterly hedge fund ownership of STEL vs. share price

Market Analysis: STEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STEL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: STEL
208 + Investors

Track Smart Money conviction in STEL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 208 225 -7.56%
13F Shares 33M 33M -0.07%
Total Value $1.27B $1.18B 7.56%
New Positions 33 58 -25
Increased Positions 60 65 -5
Closed Positions 50 24 +26
Reduced Positions 71 62 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STEL

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Financial Highlights

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Institutional Holders (2026 Q2)

208 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STEL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STEL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gardner Lewis Asset Management L P 7.14% 815,467 $32.1M
2 Cannon Global Investment Management, LLC 5.56% 49,960 $2.0M
3 Versor Investments LP 3.82% 46,173 $1.8M
4 FOCUS Wealth Advisors, LLC 2.77% 151,926 $6.0M
5 Water Island Capital LLC 1.40% 383,227 $15.1M
6 Paragon Capital Management LLC 1.20% 65,848 $2.6M
7 Teton Advisors, LLC 0.97% 42,800 $1.7M
8 Abc Arbitrage SA 0.77% 180,859 $7.1M
9 Beaumont Asset Management, L.L.C. 0.73% 47,801 $1.9M
10 Alpine Associates Management INC. 0.70% 283,750 $11.2M
11 Prelude Capital Management, LLC 0.66% 229,638 $9.0M
12 Kintayl Capital LP 0.54% 34,435 $1.4M
13 Callahan Advisors, LLC 0.48% 160,912 $6.3M
14 AQR Arbitrage LLC 0.40% 711,552 $28.0M
15 Nexpoint Asset Management, L.P. 0.36% 138,128 $5.4M
16 Chicago Capital Management, LLC 0.30% 11,559 $342K
17 Magnetar Financial LLC 0.29% 812,216 $31.9M
18 Clear Trail Advisors, LLC 0.28% 46,368 $1.8M
19 Polar Asset Management Partners Inc. 0.26% 398,737 $15.7M
20 Financial Synergies Wealth Advisors, Inc. 0.22% 65,848 $2.6M
21 Rahlfs Capital, LLC 0.22% 7,581 $298K
22 King Luther Capital Management Corp 0.21% 1,285,316 $50.5M
23 Texas Capital Bank Wealth Management Services Inc 0.19% 89,267 $3.5M
24 Academy Capital Management 0.18% 34,720 $1.4M
25 Harvest Management LLC 0.16% 10,598 $417K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Stellar Bancorp Inc (STEL)

What does the Smart Money Trend signal show for STEL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STEL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STEL?

More sellers than buyers — 44% buying: Last quarter: 119 funds reduced or exited vs 94 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STEL holders?

Elite ownership — 58% AUM from top-100 funds: 41 of 210 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in STEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STEL?

50% of holders stayed for 2+ years: 105 out of 210 hedge funds have held STEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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