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Investar Holding Corp
ISTR

63 hedge funds and large institutions have $90.5M invested in Investar Holding Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $77.4M → $90.5M (+$13M)

9% more funds holding

Funds holding: 58 → 63 (+5)

3.27% more ownership

Funds ownership: 53.26% → 56.53% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$2.51M
2
KAS
Kestra Advisory Services
Texas
+$1.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.31M
4
KCM
Kennedy Capital Management
Missouri
+$943K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$870K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.11M
2
MI
M3F Inc
Utah
-$935K
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$276K
4
BlackRock
BlackRock
New York
-$262K
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$504K +$508K +30,813 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$503K +$304K +18,406 +149%
Jane Street
28
Jane Street
New York
$502K +$330K +20,013 +187%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$491K – – –
State Street
30
State Street
Massachusetts
$488K +$24.7K +1,500 +5%
GIM
31
Greenwich Investment Management
Connecticut
$477K -$24.2K -1,470 -5%
Boston Partners
32
Boston Partners
Massachusetts
$379K +$76.1K +4,614 +25%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$372K -$63.8K -3,869 -15%
Renaissance Technologies
34
Renaissance Technologies
New York
$366K -$140K -8,500 -28%
Man Group
35
Man Group
United Kingdom
$353K +$356K +21,573 New
Citigroup
36
Citigroup
New York
$337K +$310K +18,784 +1,034%
Ameriprise
37
Ameriprise
Minnesota
$264K – – –
ASN
38
Advisory Services Network
Georgia
$206K – – –
Morgan Stanley
39
Morgan Stanley
New York
$199K -$217K -13,182 -52%
SWP
40
Stratos Wealth Partners
Ohio
$197K – – –
Bank of America
41
Bank of America
North Carolina
$194K +$144K +8,744 +282%
American Century Companies
42
American Century Companies
Missouri
$193K +$195K +11,821 New
HIM
43
Hillsdale Investment Management
Ontario, Canada
$185K +$186K +11,300 New
Barclays
44
Barclays
United Kingdom
$183K -$91.1K -5,524 -33%
RWM
45
Ritholtz Wealth Management
New York
$176K +$177K +10,749 New
HighTower Advisors
46
HighTower Advisors
Illinois
$164K – – –
PAS
47
Point72 Asia (Singapore)
Singapore
$163K +$164K +9,969 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$143K -$3.3K -200 -2%
JP Morgan Chase
49
JP Morgan Chase
New York
$140K +$105K +6,365 +288%
CSS
50
Cubist Systematic Strategies
Connecticut
$58.4K +$58.9K +3,572 New
1
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ISTR Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2024, worth a combined $90.5M — up 17% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $2.51M. The largest seller was Fourthstone LLC, cutting an estimated $3.11M.

  • 63 institutional investors held Investar Holding Corp (ISTR) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $90.5M of Investar Holding Corp stock for Q1 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q1 2024 was AllianceBernstein, an estimated $2.51M added.
  • The largest Investar Holding Corp seller in Q1 2024 was Fourthstone LLC, an estimated $3.11M sold.

Based on aggregated 13F filings for Q1 2024.