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Investar Holding Corp
ISTR

59 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 58 → 59 (+1)

0.4% more ownership

Funds ownership: 57.97% → 58.37% (+0.4%)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
25
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$6.24M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.25M
3
RA
Royce & Associates
New York
+$1.07M
4
MCM
Maltese Capital Management
New York
+$538K
5
WA
Wasatch Advisors
Utah
+$340K

Top Sellers

Rank Fund Capital Flow
1
ROC
River Oaks Capital
Minnesota
-$4.03M
2
FCM
FJ Capital Management
Virginia
-$2.43M
3
FHC
Forest Hill Capital
Arkansas
-$1.5M
4
KCM
Kennedy Capital Management
Missouri
-$1.09M
5
Deutsche Bank
Deutsche Bank
Germany
-$894K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
26
ELCO Management
New York
$478K -$74.6K -2,985 -13%
Morgan Stanley
27
Morgan Stanley
New York
$475K +$15.2K +610 +3%
BCM
28
Bridgeway Capital Management
Texas
$466K – – –
SHCM
29
Stokes & Hubbell Capital Management
Louisiana
$424K – – –
TCIM
30
TIAA CREF Investment Management
New York
$417K -$3.22K -129 -0.8%
GC
31
Globeflex Capital
California
$394K – – –
TA
32
Teachers Advisors
New York
$352K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$347K +$9.72K +389 +3%
ASN
34
Advisory Services Network
Georgia
$312K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$309K -$894K -35,781 -74%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$293K +$96.9K +3,878 +49%
KCM
37
Kennedy Capital Management
Missouri
$290K -$1.09M -43,472 -79%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$258K – – –
LC
39
Lourd Capital
California
$248K – – –
KLCM
40
KG&L Capital Management
Louisiana
$248K +$250K +10,000 New
JP Morgan Chase
41
JP Morgan Chase
New York
$237K +$111K +4,434 +87%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$218K – – –
SWP
43
Stratos Wealth Partners
Ohio
$200K – – –
AIG
44
American International Group
New York
$145K -$1.13K -45 -0.8%
Bank of America
45
Bank of America
North Carolina
$143K +$65.1K +2,603 +82%
MIM
46
MetLife Investment Management
New Jersey
$112K +$113K +4,526 New
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$82.2K +$82.9K +3,315 New
UBS Group
48
UBS Group
Switzerland
$81K +$17.1K +685 +26%
RQS
49
Ramsey Quantitative Systems
Kentucky
$79K +$31.3K +1,252 +65%
Citigroup
50
Citigroup
New York
$60K -$800 -32 -1%
1
2
3

ISTR Hedge Fund Activity: Q4 2018 in Review

59 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2018, worth a combined $138M — down 7.2% from $149M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ISTR positions and 2 closed out — a net gain of 1 holder — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $6.24M. The largest seller was River Oaks Capital, exiting entirely with an estimated $4.03M sold.

  • 59 institutional investors held Investar Holding Corp (ISTR) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $138M of Investar Holding Corp stock for Q4 2018, down 7.2% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q4 2018 and 2 closed out, a net change of +1 holder.
  • The largest Investar Holding Corp buyer in Q4 2018 was Mendon Capital Advisors, an estimated $6.24M added.
  • The largest Investar Holding Corp seller in Q4 2018 was River Oaks Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2018.