Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stellar Bancorp Inc (STEL)

222 + 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
↑ +34
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — STEL

Based on 225 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
225 hedge funds hold STEL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

123 buying86 selling
Last quarter: 123 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new STEL position: 16 → 22 → 23 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 19% medium ■ 28% new
121 out of 225 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.
💰

Value +20% but shares only +2% — price-driven

Value
+20%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

25 → 16 → 22 → 23 → 58 new funds/Q
New funds entering each quarter: 16 → 22 → 23 → 58. 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 — 57% veterans vs 30% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 225 holders: 129 (57%) are 2+ year veterans, 28 entered 1–2 years ago, and 68 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
45 of 225 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 123 hedge funds were net buyers of STEL (58 opened a new position, 65 added to an existing one), while 86 reduced or exited (62 trimmed, 24 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in STEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 225.

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

-- --

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.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: STEL
2026 Q2 Stats Unlock in 3 days 222 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 222 191 16.23%
13F Shares 33M 32M 2.12%
Total Value $1.18B $984M 19.92%
New Positions 56 23 +33
Increased Positions 64 62 +2
Closed Positions 25 19 +6
Reduced Positions 62 69 -7
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)

222 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 STEL holders by conviction (% of portfolio weight) — 2026 Q1 · 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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STEL?

Slight buying edge — 59% buying: Last quarter: 123 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STEL holders?

Elite ownership — 59% AUM from top-100 funds: 45 of 225 holders are among the 100 largest funds by AUM, controlling 59% 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?

54% of holders stayed for 2+ years: 121 out of 225 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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