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Investar Holding Corp
ISTR

58 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.22% less ownership

Funds ownership: 61.17% → 60.95% (-0.22%)

2% less funds holding

Funds holding: 59 → 58 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$467K
2
Wells Fargo
Wells Fargo
California
+$465K
3
MCM
Maltese Capital Management
New York
+$420K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$413K
5
SCA
Stieven Capital Advisors
Missouri
+$341K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.24M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$1.15M
3
ROC
River Oaks Capital
Minnesota
-$349K
4
Renaissance Technologies
Renaissance Technologies
New York
-$300K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$658K +$294K +12,960 +90%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$608K +$92.8K +4,093 +19%
TCIM
28
TIAA CREF Investment Management
New York
$531K +$9.87K +435 +2%
Wells Fargo
29
Wells Fargo
California
$494K +$465K +20,496 +512,400%
MFIM
30
Mesirow Financial Investment Management
Illinois
$368K -$151K -6,644 -30%
MCA
31
Mendon Capital Advisors
Florida
$345K – – –
TA
32
Teachers Advisors
New York
$345K – – –
EM
33
ELCO Management
New York
$345K +$16.3K +718 +5%
Charles Schwab
34
Charles Schwab
California
$335K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$307K -$39.7K -1,752 -12%
ASN
36
Advisory Services Network
Georgia
$304K – – –
SG Americas Securities
37
SG Americas Securities
New York
$300K +$282K +12,453 New
GWM
38
Geneos Wealth Management
Colorado
$298K +$93.6K +4,125 +50%
GC
39
Globeflex Capital
California
$286K – – –
Morgan Stanley
40
Morgan Stanley
New York
$277K +$73.7K +3,250 +39%
OAM
41
Oxford Asset Management
United Kingdom
$275K -$75K -3,309 -22%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$251K – – –
LC
43
Lourd Capital
California
$241K +$227K +10,000 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$237K – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$212K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K – – –
AIG
47
American International Group
New York
$132K +$9.28K +409 +8%
NFA
48
Nationwide Fund Advisors
Ohio
$109K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$45K – – –
UBS Group
50
UBS Group
Switzerland
$32K +$30.2K +1,332 New
1
2
3

ISTR Hedge Fund Activity: Q3 2017 in Review

58 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2017, worth a combined $130M — up 5.1% from $123M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ISTR and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 21 added.

The largest buyer was Wasatch Advisors, adding an estimated $467K. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.24M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q3 2017, down from 59 in Q2 2017.
  • Funds reported $130M of Investar Holding Corp stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q3 2017 and 6 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q3 2017 was Wasatch Advisors, an estimated $467K added.
  • The largest Investar Holding Corp seller in Q3 2017 was Endeavour Capital Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.