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Investar Holding Corp
ISTR

58 hedge funds and large institutions have $77.4M invested in Investar Holding Corp in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

39% more capital invested

Capital invested by funds: $55.6M → $77.4M (+$21.8M)

4% more funds holding

Funds holding: 56 → 58 (+2)

0.18% less ownership

Funds ownership: 53.43% → 53.26% (-0.18%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$762K
2
Franklin Resources
Franklin Resources
California
+$389K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$303K
4
BFC
Banc Funds Company
Illinois
+$192K
5
ECM
ExodusPoint Capital Management
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.15M
2
BFM
Boothbay Fund Management
New York
-$534K
3
Morgan Stanley
Morgan Stanley
New York
-$428K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$341K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$397K +$303K +26,612 New
Morgan Stanley
27
Morgan Stanley
New York
$378K -$428K -37,649 -60%
Boston Partners
28
Boston Partners
Massachusetts
$277K -$172K -15,092 -45%
Barclays
29
Barclays
United Kingdom
$249K +$40.4K +3,548 +27%
Ameriprise
30
Ameriprise
Minnesota
$241K – – –
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$15.3K +1,346 +10%
ECM
32
ExodusPoint Capital Management
New York
$199K +$152K +13,369 New
ASN
33
Advisory Services Network
Georgia
$188K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$184K +$138K +12,148 +6,014%
SWP
35
Stratos Wealth Partners
Ohio
$180K +$137K +12,065 New
Citadel Advisors
36
Citadel Advisors
Florida
$178K -$71.7K -6,303 -35%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$169K +$14.5K +1,278 +13%
Jane Street
38
Jane Street
New York
$159K +$122K +10,697 New
Goldman Sachs
39
Goldman Sachs
New York
$158K -$216 -19 -0.2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$157K -$341K -29,966 -74%
HighTower Advisors
41
HighTower Advisors
Illinois
$149K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$134K +$3.31K +291 +3%
A
43
AJOVista
Massachusetts
$55.2K +$42.1K +3,705 New
LSV Asset Management
44
LSV Asset Management
Illinois
$51K – – –
Bank of America
45
Bank of America
North Carolina
$46.2K +$13.8K +1,212 +64%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$41K -$2.1K -185 -6%
NA
47
NewEdge Advisors
Louisiana
$38.6K +$125 +11 +0.4%
UBS Group
48
UBS Group
Switzerland
$37.9K +$26.5K +2,330 +1,104%
CCM
49
Copeland Capital Management
Pennsylvania
$37.7K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$33K +$25.2K +2,212 New
1
2
3

ISTR Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2023, worth a combined $77.4M — up 39% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTR positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $762K. The largest seller was M3F Inc, cutting an estimated $1.15M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $77.4M of Investar Holding Corp stock for Q4 2023, up 39% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q4 2023 was AllianceBernstein, an estimated $762K added.
  • The largest Investar Holding Corp seller in Q4 2023 was M3F Inc, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2023.