Investar Holding Corp
ISTR
24 hedge funds and large institutions have $38.9M invested in Investar Holding Corp in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
20% more funds holding
Funds holding: 20 → 24 (+4)
10% more capital invested
Capital invested by funds: $35.4M → $38.9M (+$3.48M)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$651K |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$611K |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$270K |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$237K |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$253K |
| 2 |
MCM
Maltese Capital Management
New York
|
-$102K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$69.4K |
| 4 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$40.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$1K | -55 | Closed |
|
ISTR Hedge Fund Activity: Q4 2014 in Review
24 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2014, worth a combined $38.9M — up 9.8% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISTR positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Endeavour Capital Advisors, adding an estimated $651K. The largest seller was Goldman Sachs, exiting entirely with an estimated $253K sold.
- 24 institutional investors held Investar Holding Corp (ISTR) as of Q4 2014, up from 20 in Q3 2014.
- Funds reported $38.9M of Investar Holding Corp stock for Q4 2014, up 9.8% quarter-over-quarter.
- 8 funds opened new Investar Holding Corp positions in Q4 2014 and 2 closed out, a net change of +6 holders.
- The largest Investar Holding Corp buyer in Q4 2014 was Endeavour Capital Advisors, an estimated $651K added.
- The largest Investar Holding Corp seller in Q4 2014 was Goldman Sachs, an estimated $253K sold.
Based on aggregated 13F filings for Q4 2014.