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Investar Holding Corp
ISTR

57 hedge funds and large institutions have $141M invested in Investar Holding Corp in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $130M → $141M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

3.62% less ownership

Funds ownership: 61.64% → 58.02% (-3.6%)

5% less funds holding

Funds holding: 60 → 57 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$3.45M
2
CRC
Curi RMB Capital
Illinois
+$1.99M
3
State Street
State Street
Massachusetts
+$988K
4
MCM
Maltese Capital Management
New York
+$595K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$582K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.55M
2
BFC
Banc Funds Company
Illinois
-$1.24M
3
FCM
FJ Capital Management
Virginia
-$585K
4
Deutsche Bank
Deutsche Bank
Germany
-$545K
5
PCM
Penn Capital Management
Pennsylvania
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$635K -$305K -12,292 -33%
EM
27
ELCO Management
New York
$592K +$217K +8,761 +62%
MCA
28
Mendon Capital Advisors
Florida
$592K +$217K +8,761 +62%
TCIM
29
TIAA CREF Investment Management
New York
$528K – – –
Morgan Stanley
30
Morgan Stanley
New York
$472K +$19.8K +800 +5%
SHCM
31
Stokes & Hubbell Capital Management
Louisiana
$442K +$424K +17,114 New
TA
32
Teachers Advisors
New York
$371K – – –
Charles Schwab
33
Charles Schwab
California
$360K – – –
ASN
34
Advisory Services Network
Georgia
$326K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$322K -$10.8K -437 -3%
GWM
36
Geneos Wealth Management
Colorado
$319K – – –
GC
37
Globeflex Capital
California
$305K -$1.64K -66 -0.6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$269K – – –
LC
39
Lourd Capital
California
$259K – – –
RJA
40
Raymond James & Associates
Florida
$246K +$235K +9,500 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$227K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$217K +$208K +8,408 New
SWP
43
Stratos Wealth Partners
Ohio
$208K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K -$21.2K -856 -10%
AIG
45
American International Group
New York
$135K -$6.94K -280 -5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$48K – – –
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$46.2K -$1.46K -59 -3%
Barclays
48
Barclays
United Kingdom
$44K +$9.89K +399 +31%
Citigroup
49
Citigroup
New York
$43K -$32.9K -1,329 -44%
JP Morgan Chase
50
JP Morgan Chase
New York
$43K -$2.85K -115 -7%
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ISTR Hedge Fund Activity: Q1 2018 in Review

57 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2018, worth a combined $141M — up 8.5% from $130M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISTR and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.45M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $1.55M sold.

  • 57 institutional investors held Investar Holding Corp (ISTR) as of Q1 2018, down from 60 in Q4 2017.
  • Funds reported $141M of Investar Holding Corp stock for Q1 2018, up 8.5% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q1 2018 and 8 closed out, a net change of -3 holders.
  • The largest Investar Holding Corp buyer in Q1 2018 was Stieven Capital Advisors, an estimated $3.45M added.
  • The largest Investar Holding Corp seller in Q1 2018 was Endeavour Capital Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2018.