Investar Holding Corp
ISTR
27 hedge funds and large institutions have $46.8M invested in Investar Holding Corp in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 26 → 27 (+1)
4% more capital invested
Capital invested by funds: $45.2M → $46.8M (+$1.66M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$243K |
| 2 |
BIG
Blackthorn Investment Group
Overland Park,
Kansas
|
+$172K |
| 3 |
Goldman Sachs
New York
|
+$158K |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$156K |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$145K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$125K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$72.7K |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$26.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFWA
26
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $1K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3 | +$2.68K | +172 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$11K | -743 | Closed |
|
ISTR Hedge Fund Activity: Q3 2015 in Review
27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2015, worth a combined $46.8M — up 3.7% from $45.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISTR positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $243K. The largest seller was Alpine Woods Capital Investors, cutting an estimated $145K.
- 27 institutional investors held Investar Holding Corp (ISTR) as of Q3 2015, up from 26 in Q2 2015.
- Funds reported $46.8M of Investar Holding Corp stock for Q3 2015, up 3.7% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q3 2015 and 2 closed out, a net change of +1 holder.
- The largest Investar Holding Corp buyer in Q3 2015 was Maltese Capital Management, an estimated $243K added.
- The largest Investar Holding Corp seller in Q3 2015 was Alpine Woods Capital Investors, an estimated $145K sold.
Based on aggregated 13F filings for Q3 2015.