Investar Holding Corp
ISTR
27 hedge funds and large institutions have $44.2M invested in Investar Holding Corp in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
4% more funds holding
Funds holding: 26 → 27 (+1)
16% less capital invested
Capital invested by funds: $52.7M → $44.2M (-$8.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$773K |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$365K |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$20.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.8K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$595K |
| 2 |
EEG
E.E. Geduld
|
-$264K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$181K |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$76.7K |
| 5 |
JAM
Jacobs Asset Management
New York
|
-$19.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | – | – | – |
|
|
AWCI
27
Alpine Woods Capital Investors
Purchase,
New York
| – | -$595K | -33,818 | Closed |
|
|
EEG
28
E.E. Geduld
| – | -$264K | -15,000 | Closed |
|
29
Citigroup
New York
| – | +$46 | +3 | New |
|
ISTR Hedge Fund Activity: Q1 2016 in Review
27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2016, worth a combined $44.2M — down 16% from $52.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISTR positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $773K. The largest seller was Alpine Woods Capital Investors, exiting entirely with an estimated $595K sold.
- 27 institutional investors held Investar Holding Corp (ISTR) as of Q1 2016, up from 26 in Q4 2015.
- Funds reported $44.2M of Investar Holding Corp stock for Q1 2016, down 16% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q1 2016 and 2 closed out, a net change of +1 holder.
- The largest Investar Holding Corp buyer in Q1 2016 was Maltese Capital Management, an estimated $773K added.
- The largest Investar Holding Corp seller in Q1 2016 was Alpine Woods Capital Investors, an estimated $595K sold.
Based on aggregated 13F filings for Q1 2016.