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CSTR

CapStar Financial Holdings, Inc
CSTR

Delisted

CSTR was delisted on the 28th of March, 2024.

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80 hedge funds and large institutions have $128M invested in CapStar Financial Holdings, Inc in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $110M → $128M (+$17.6M)

7% more funds holding

Funds holding: 75 → 80 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
+$1.3M
2
FCM
FJ Capital Management
Virginia
+$1.12M
3
KCM
Kennedy Capital Management
Missouri
+$854K
4
RA
Royce & Associates
New York
+$830K
5
LAM
L2 Asset Management
Massachusetts
+$552K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21M
2
BlackRock
BlackRock
New York
-$990K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$450K
4
BCM
BHZ Capital Management
California
-$425K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$883K +$854K +62,236 New
HCM
27
Huber Capital Management
California
$825K -$128K -9,335 -14%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$770K -$2.07K -151 -0.3%
Charles Schwab
29
Charles Schwab
California
$741K – – –
BCM
30
Bridgeway Capital Management
Texas
$735K – – –
TGAM
31
TBH Global Asset Management
Tennessee
$614K – – –
Two Sigma Investments
32
Two Sigma Investments
New York
$520K -$160K -11,674 -24%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$514K -$75.5K -5,500 -13%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$501K -$450K -32,800 -48%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$494K +$40.8K +2,974 +9%
Morgan Stanley
36
Morgan Stanley
New York
$482K -$59.7K -4,352 -11%
FL
37
Fourthstone LLC
Missouri
$477K +$462K +33,646 New
Invesco
38
Invesco
Georgia
$443K +$2.64K +192 +0.6%
Barclays
39
Barclays
United Kingdom
$434K -$20.8K -1,516 -5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$424K -$8.32K -606 -2%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$385K -$417K -30,341 -53%
NYLIM
42
New York Life Investment Management
New York
$333K -$50.8K -3,703 -14%
SO
43
STRS Ohio
Ohio
$296K – – –
DT
44
Diversified Trust
Tennessee
$284K – – –
EM
45
ELCO Management
New York
$268K – – –
Bank of America
46
Bank of America
North Carolina
$260K +$66.7K +4,857 +36%
Ameriprise
47
Ameriprise
Minnesota
$233K – – –
AA
48
AJ Advisors
Tennessee
$226K +$1.78K +130 +0.8%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$192K +$16.3K +1,188 +10%
Millennium Management
50
Millennium Management
New York
$187K -$29.5K -2,149 -14%
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CSTR Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CapStar Financial Holdings, Inc (CSTR) for Q3 2023, worth a combined $128M — up 16% from $110M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSTR positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 30 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $1.3M. The largest seller was Bank of New York Mellon, cutting an estimated $1.21M.

  • 80 institutional investors held CapStar Financial Holdings, Inc (CSTR) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $128M of CapStar Financial Holdings, Inc stock for Q3 2023, up 16% quarter-over-quarter.
  • 8 funds opened new CapStar Financial Holdings, Inc positions in Q3 2023 and 3 closed out, a net change of +5 holders.
  • The largest CapStar Financial Holdings, Inc buyer in Q3 2023 was North Reef Capital Management, an estimated $1.3M added.
  • The largest CapStar Financial Holdings, Inc seller in Q3 2023 was Bank of New York Mellon, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2023.