Investar Holding Corp
ISTR
27 hedge funds and large institutions have $50.1M invested in Investar Holding Corp in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
29% more capital invested
Capital invested by funds: $38.9M → $50.1M (+$11.2M)
13% more funds holding
Funds holding: 24 → 27 (+3)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.05M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$2.79M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$347K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$28K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$1.18M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$1.09M |
| 3 |
JAM
Jacobs Asset Management
New York
|
-$747K |
| 4 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$643K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$972 | +65 | New |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $12 | – | – | – |
|
|
EVC
28
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$173K | -12,500 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$2K | -133 | Closed |
|
ISTR Hedge Fund Activity: Q1 2015 in Review
27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2015, worth a combined $50.1M — up 29% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISTR positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $3.05M. The largest seller was Maltese Capital Management, cutting an estimated $1.18M.
- 27 institutional investors held Investar Holding Corp (ISTR) as of Q1 2015, up from 24 in Q4 2014.
- Funds reported $50.1M of Investar Holding Corp stock for Q1 2015, up 29% quarter-over-quarter.
- 5 funds opened new Investar Holding Corp positions in Q1 2015 and 2 closed out, a net change of +3 holders.
- The largest Investar Holding Corp buyer in Q1 2015 was Vanguard Group, an estimated $3.05M added.
- The largest Investar Holding Corp seller in Q1 2015 was Maltese Capital Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2015.