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Investar Holding Corp
ISTR

58 hedge funds and large institutions have $149M invested in Investar Holding Corp in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.52% less ownership

Funds ownership: 58.49% → 57.97% (-0.52%)

4% less capital invested

Capital invested by funds: $154M → $149M (-$5.5M)

12% less funds holding

Funds holding: 66 → 58 (-8)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 8

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FHC
Forest Hill Capital
Arkansas
+$2.61M
2
RA
Royce & Associates
New York
+$767K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$429K
4
BlackRock
BlackRock
New York
+$157K
5
CRC
Curi RMB Capital
Illinois
+$153K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.88M
2
FCM
FJ Capital Management
Virginia
-$1.84M
3
BCM
Bridgeway Capital Management
Texas
-$776K
4
ROC
River Oaks Capital
Minnesota
-$463K
5
First Trust Advisors
First Trust Advisors
Illinois
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
26
ELCO Management
New York
$598K -$1.36K -50 -0.2%
MCA
27
Mendon Capital Advisors
Florida
$598K -$1.36K -50 -0.2%
GWM
28
Geneos Wealth Management
Colorado
$525K +$145K +5,324 +37%
Charles Schwab
29
Charles Schwab
California
$522K – – –
BCM
30
Bridgeway Capital Management
Texas
$505K -$776K -28,524 -60%
Morgan Stanley
31
Morgan Stanley
New York
$498K -$95.1K -3,497 -16%
SHCM
32
Stokes & Hubbell Capital Management
Louisiana
$460K – – –
TCIM
33
TIAA CREF Investment Management
New York
$455K -$17.9K -658 -4%
GC
34
Globeflex Capital
California
$427K +$51.7K +1,900 +14%
TA
35
Teachers Advisors
New York
$381K -$3.67K -135 -0.9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$365K – – –
ASN
37
Advisory Services Network
Georgia
$338K – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$279K – – –
LC
39
Lourd Capital
California
$269K – – –
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$236K – – –
SWP
41
Stratos Wealth Partners
Ohio
$216K – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$213K -$4.76K -175 -2%
AIG
43
American International Group
New York
$158K +$2.88K +106 +2%
JP Morgan Chase
44
JP Morgan Chase
New York
$137K +$88.3K +3,246 +173%
Barclays
45
Barclays
United Kingdom
$93K +$77K +2,832 +436%
Bank of America
46
Bank of America
North Carolina
$84K +$46.5K +1,709 +118%
UBS Group
47
UBS Group
Switzerland
$70K +$26.9K +989 +62%
Citigroup
48
Citigroup
New York
$65K +$26.7K +982 +67%
RQS
49
Ramsey Quantitative Systems
Kentucky
$51K +$31.9K +1,174 +159%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$50K – – –
1
2
3

ISTR Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2018, worth a combined $149M — down 3.6% from $154M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISTR and 0 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 23 added.

The largest buyer was Forest Hill Capital, adding an estimated $2.61M. The largest seller was Banc Funds Company, cutting an estimated $1.88M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q3 2018, down from 66 in Q2 2018.
  • Funds reported $149M of Investar Holding Corp stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 0 funds opened new Investar Holding Corp positions in Q3 2018 and 8 closed out, a net change of -8 holders.
  • The largest Investar Holding Corp buyer in Q3 2018 was Forest Hill Capital, an estimated $2.61M added.
  • The largest Investar Holding Corp seller in Q3 2018 was Banc Funds Company, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2018.