We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

44 hedge funds and large institutions have $105M invested in Investar Holding Corp in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

70% more capital invested

Capital invested by funds: $62.1M → $105M (+$43.2M)

63% more funds holding

Funds holding: 27 → 44 (+17)

9.18% more ownership

Funds ownership: 46.89% → 56.06% (+9.2%)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
14
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$11.1M
2
FCM
FJ Capital Management
Virginia
+$3.71M
3
CRC
Curi RMB Capital
Illinois
+$2.76M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$2.03M
5
SCA
Stieven Capital Advisors
Missouri
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$2.13M
2
MCM
Maltese Capital Management
New York
-$1.99M
3
ZIM
ZPR Investment Management
Florida
-$75.5K
4
Bank of America
Bank of America
North Carolina
-$305
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$316K +$24.7K +1,217 +9%
MCA
27
Mendon Capital Advisors
Florida
$310K +$287K +14,150 New
EM
28
ELCO Management
New York
$295K +$282K +13,889 New
ASN
29
Advisory Services Network
Georgia
$276K +$256K +12,600 New
GC
30
Globeflex Capital
California
$260K +$240K +11,800 +17,879%
Millennium Management
31
Millennium Management
New York
$251K +$233K +11,462 New
Morgan Stanley
32
Morgan Stanley
New York
$245K +$207K +10,193 +1,019%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$228K – – –
ZIM
34
ZPR Investment Management
Florida
$227K -$75.5K -3,717 -26%
GWM
35
Geneos Wealth Management
Colorado
$180K – – –
BlackRock
36
BlackRock
New York
$81K +$75.7K +3,728 New
Barclays
37
Barclays
United Kingdom
$66K +$60.9K +3,000 New
Bank of America
38
Bank of America
North Carolina
$43K -$305 -15 -0.7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$41K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$32K +$25.5K +1,255 +628%
AIM
41
Acrospire Investment Management
Illinois
$24K +$22.5K +1,109 New
DADC
42
D.A. Davidson & Co
Montana
$9K +$9.1K +448 New
AG
43
Advisor Group
Arizona
$4K – – –
MA
44
MUFG Americas
New York
$3K – – –
1
2

ISTR Hedge Fund Activity: Q1 2017 in Review

44 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2017, worth a combined $105M — up 70% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISTR positions and 0 closed out — a net gain of 19 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $11.1M. The largest seller was Endeavour Capital Advisors, cutting an estimated $2.13M.

  • 44 institutional investors held Investar Holding Corp (ISTR) as of Q1 2017, up from 27 in Q4 2016.
  • Funds reported $105M of Investar Holding Corp stock for Q1 2017, up 70% quarter-over-quarter.
  • 19 funds opened new Investar Holding Corp positions in Q1 2017 and 0 closed out, a net change of +19 holders.
  • The largest Investar Holding Corp buyer in Q1 2017 was EJF Capital, an estimated $11.1M added.
  • The largest Investar Holding Corp seller in Q1 2017 was Endeavour Capital Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2017.