Investar Holding Corp
ISTR
60 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 58 → 60 (+2)
0.7% more ownership
Funds ownership: 60.95% → 61.64% (+0.7%)
0% more capital invested
Capital invested by funds: $130M → $130M (+$10K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$2.03M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$1.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$209K |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$198K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Michael F. Price
|
-$3.77M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$756K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$353K |
| 4 |
SG Americas Securities
New York
|
-$300K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $41K | +$8.87K | +374 | +28% |
|
52
Legal & General Group
London,
United Kingdom
| $38K | +$9.04K | +381 | +32% |
|
53
Macquarie Group
Sydney, NSW 2000,
Australia
| $34K | +$33.2K | +1,400 | New |
|
54
Barclays
London,
United Kingdom
| $31K | +$26.8K | +1,128 | +671% |
|
55
Bank of America
Charlotte,
North Carolina
| $30K | +$17.6K | +742 | +138% |
|
56
Parallax Volatility Advisers
San Francisco,
California
| $29K | +$28.9K | +1,218 | New |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $21K | +$10.1K | +427 | +95% |
|
|
AIP
58
Ameritas Investment Partners
Lincoln,
Nebraska
| $17K | – | – | – |
|
|
AG
59
Advisor Group
Phoenix,
Arizona
| $5K | – | – | – |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$15.6K | -656 | -89% |
|
|
61
SG Americas Securities
New York
| – | -$300K | -12,453 | Closed |
|
|
RJFSA
62
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$237K | -9,850 | Closed |
|
|
NFA
63
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$109K | -4,536 | Closed |
|
ISTR Hedge Fund Activity: Q4 2017 in Review
60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2017, worth a combined $130M — up 0.01% from $130M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISTR positions and 3 closed out — a net gain of 2 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Stieven Capital Advisors, adding an estimated $2.03M. The largest seller was Michael F. Price, cutting an estimated $3.77M.
- 60 institutional investors held Investar Holding Corp (ISTR) as of Q4 2017, up from 58 in Q3 2017.
- Funds reported $130M of Investar Holding Corp stock for Q4 2017, up 0.01% quarter-over-quarter.
- 5 funds opened new Investar Holding Corp positions in Q4 2017 and 3 closed out, a net change of +2 holders.
- The largest Investar Holding Corp buyer in Q4 2017 was Stieven Capital Advisors, an estimated $2.03M added.
- The largest Investar Holding Corp seller in Q4 2017 was Michael F. Price, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2017.