We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

66 hedge funds and large institutions have $154M invested in Investar Holding Corp in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

16% more funds holding

Funds holding: 57 → 66 (+9)

10% more capital invested

Capital invested by funds: $141M → $154M (+$13.9M)

0.47% more ownership

Funds ownership: 58.02% → 58.49% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
25
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$2.65M
2
CRC
Curi RMB Capital
Illinois
+$1.51M
3
BlackRock
BlackRock
New York
+$1.27M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$531K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$497K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$4.04M
2
MCM
Maltese Capital Management
New York
-$1.32M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$635K
4
RJA
Raymond James & Associates
Florida
-$246K
5
TCIM
TIAA CREF Investment Management
New York
-$75.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$800K +$5.64K +210 +0.7%
EM
27
ELCO Management
New York
$617K -$16.2K -604 -3%
MCA
28
Mendon Capital Advisors
Florida
$617K -$16.2K -604 -3%
Morgan Stanley
29
Morgan Stanley
New York
$609K +$102K +3,790 +21%
Charles Schwab
30
Charles Schwab
California
$538K +$148K +5,526 +40%
TCIM
31
TIAA CREF Investment Management
New York
$487K -$75.5K -2,808 -14%
SHCM
32
Stokes & Hubbell Capital Management
Louisiana
$473K – – –
TA
33
Teachers Advisors
New York
$396K – – –
GWM
34
Geneos Wealth Management
Colorado
$393K +$50.4K +1,875 +15%
GC
35
Globeflex Capital
California
$387K +$59.1K +2,200 +19%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$376K +$30.9K +1,151 +9%
ASN
37
Advisory Services Network
Georgia
$340K – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$288K – – –
LC
39
Lourd Capital
California
$277K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$275K +$41.6K +1,550 +18%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$243K – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$225K +$218K +8,123 New
SWP
43
Stratos Wealth Partners
Ohio
$223K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K -$9.24K -344 -5%
AIG
45
American International Group
New York
$160K +$15.1K +563 +11%
MIM
46
MetLife Investment Management
New Jersey
$129K +$125K +4,650 New
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$90.8K +$88.2K +3,283 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$52K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$52K +$6.05K +225 +14%
UBS Group
50
UBS Group
Switzerland
$44K +$8.28K +308 +24%
1
2
3

ISTR Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2018, worth a combined $154M — up 9.9% from $141M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ISTR positions and 2 closed out — a net gain of 9 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $2.65M. The largest seller was FJ Capital Management, cutting an estimated $4.04M.

  • 66 institutional investors held Investar Holding Corp (ISTR) as of Q2 2018, up from 57 in Q1 2018.
  • Funds reported $154M of Investar Holding Corp stock for Q2 2018, up 9.9% quarter-over-quarter.
  • 11 funds opened new Investar Holding Corp positions in Q2 2018 and 2 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q2 2018 was Royce & Associates, an estimated $2.65M added.
  • The largest Investar Holding Corp seller in Q2 2018 was FJ Capital Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2018.