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Investar Holding Corp
ISTR

60 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 58 → 60 (+2)

0.7% more ownership

Funds ownership: 60.95% → 61.64% (+0.7%)

0% more capital invested

Capital invested by funds: $130M → $130M (+$10K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$2.03M
2
MCM
Maltese Capital Management
New York
+$1.7M
3
State Street
State Street
Massachusetts
+$209K
4
PCM
Penn Capital Management
Pennsylvania
+$198K
5
SWP
Stratos Wealth Partners
Ohio
+$191K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$3.77M
2
ECA
Endeavour Capital Advisors
Connecticut
-$756K
3
AllianceBernstein
AllianceBernstein
Tennessee
-$353K
4
SG Americas Securities
SG Americas Securities
New York
-$300K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$658K – – –
Wells Fargo
27
Wells Fargo
California
$657K +$160K +6,759 +33%
TCIM
28
TIAA CREF Investment Management
New York
$492K -$38.2K -1,612 -7%
Morgan Stanley
29
Morgan Stanley
New York
$420K +$141K +5,923 +51%
MFP
30
Michael F. Price
$384K -$3.77M -159,085 -91%
MFIM
31
Mesirow Financial Investment Management
Illinois
$374K +$6.53K +275 +2%
TA
32
Teachers Advisors
New York
$345K – – –
EM
33
ELCO Management
New York
$341K -$4.22K -178 -1%
MCA
34
Mendon Capital Advisors
Florida
$341K -$4.22K -178 -1%
Charles Schwab
35
Charles Schwab
California
$335K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$310K +$3.2K +135 +1%
ASN
37
Advisory Services Network
Georgia
$304K – – –
GWM
38
Geneos Wealth Management
Colorado
$298K – – –
GC
39
Globeflex Capital
California
$286K – – –
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$251K – – –
LC
41
Lourd Capital
California
$241K – – –
OAM
42
Oxford Asset Management
United Kingdom
$219K -$60.1K -2,531 -22%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$212K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K -$308 -13 -0.2%
SWP
45
Stratos Wealth Partners
Ohio
$194K +$191K +8,048 New
AIG
46
American International Group
New York
$133K +$617 +26 +0.5%
Citigroup
47
Citigroup
New York
$72K +$70.9K +2,987 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$45K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$44.5K +$24.9K +1,048 +131%
JP Morgan Chase
50
JP Morgan Chase
New York
$42K +$41.8K +1,761 New
1
2
3

ISTR Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2017, worth a combined $130M — up 0.01% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISTR positions and 3 closed out — a net gain of 2 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $2.03M. The largest seller was Michael F. Price, cutting an estimated $3.77M.

  • 60 institutional investors held Investar Holding Corp (ISTR) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $130M of Investar Holding Corp stock for Q4 2017, up 0.01% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q4 2017 and 3 closed out, a net change of +2 holders.
  • The largest Investar Holding Corp buyer in Q4 2017 was Stieven Capital Advisors, an estimated $2.03M added.
  • The largest Investar Holding Corp seller in Q4 2017 was Michael F. Price, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2017.