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Investar Holding Corp
ISTR

71 hedge funds and large institutions have $155M invested in Investar Holding Corp in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $130M → $155M (+$25.3M)

15% more funds holding

Funds holding: 62 → 71 (+9)

10.33% more ownership

Funds ownership: 54.85% → 65.18% (+10%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$6.13M
2
BFC
Banc Funds Company
Illinois
+$4.25M
3
SCA
Stieven Capital Advisors
Missouri
+$3.7M
4
JC
JCSD Capital
California
+$2.12M
5
GWM
Geneos Wealth Management
Colorado
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$519K
2
CRC
Curi RMB Capital
Illinois
-$369K
3
OAM
Oxford Asset Management
United Kingdom
-$266K
4
Franklin Resources
Franklin Resources
California
-$206K
5
Wells Fargo
Wells Fargo
California
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$965K +$112K +4,546 +13%
KLCM
27
KG&L Capital Management
Louisiana
$855K +$876K +35,625 New
N
28
Nuveen
North Carolina
$788K -$4.11K -167 -0.5%
JP Morgan Chase
29
JP Morgan Chase
New York
$635K +$247K +10,020 +61%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$612K -$32.1K -1,305 -5%
Wells Fargo
31
Wells Fargo
California
$598K -$128K -5,219 -17%
Millennium Management
32
Millennium Management
New York
$553K +$252K +10,229 +80%
Goldman Sachs
33
Goldman Sachs
New York
$538K +$288K +11,724 +110%
Charles Schwab
34
Charles Schwab
California
$533K – – –
Morgan Stanley
35
Morgan Stanley
New York
$463K +$214K +8,693 +82%
GC
36
Globeflex Capital
California
$450K – – –
HSWM
37
Hubbell Strickland Wealth Management
Louisiana
$411K – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$369K +$122K +4,957 +48%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$364K +$56.2K +2,286 +18%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$344K – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$322K -$861 -35 -0.3%
ASN
42
Advisory Services Network
Georgia
$302K – – –
UBS Group
43
UBS Group
Switzerland
$298K +$110K +4,491 +57%
Barclays
44
Barclays
United Kingdom
$294K +$120K +4,870 +66%
IHL
45
Investment House LLC
California
$272K – – –
MAM
46
Martingale Asset Management
Massachusetts
$260K +$266K +10,802 New
HighTower Advisors
47
HighTower Advisors
Illinois
$240K – – –
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$211K – – –
Bessemer Group
49
Bessemer Group
New Jersey
$211K +$217K +8,800 New
AIG
50
American International Group
New York
$138K -$2.66K -108 -2%
1
2
3

ISTR Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2019, worth a combined $155M — up 20% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $6.13M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $519K sold.

  • 71 institutional investors held Investar Holding Corp (ISTR) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $155M of Investar Holding Corp stock for Q4 2019, up 20% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q4 2019 and 3 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q4 2019 was Maltese Capital Management, an estimated $6.13M added.
  • The largest Investar Holding Corp seller in Q4 2019 was Bridgeway Capital Management, an estimated $519K sold.

Based on aggregated 13F filings for Q4 2019.