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Investar Holding Corp
ISTR

57 hedge funds and large institutions have $141M invested in Investar Holding Corp in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $130M → $141M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

3.62% less ownership

Funds ownership: 61.64% → 58.02% (-3.6%)

5% less funds holding

Funds holding: 60 → 57 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$3.45M
2
CRC
Curi RMB Capital
Illinois
+$1.99M
3
State Street
State Street
Massachusetts
+$988K
4
MCM
Maltese Capital Management
New York
+$595K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$582K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.55M
2
BFC
Banc Funds Company
Illinois
-$1.24M
3
FCM
FJ Capital Management
Virginia
-$585K
4
Deutsche Bank
Deutsche Bank
Germany
-$545K
5
PCM
Penn Capital Management
Pennsylvania
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$41K – – –
UBS Group
52
UBS Group
Switzerland
$33K -$10.2K -411 -24%
Bank of America
53
Bank of America
North Carolina
$20K -$12.5K -503 -39%
AIP
54
Ameritas Investment Partners
Nebraska
$19K – – –
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$19K +$18K +727 New
AG
56
Advisor Group
Arizona
$5K – – –
ECA
57
Endeavour Capital Advisors
Connecticut
– -$1.55M -64,237 Closed
MFP
58
Michael F. Price
– -$384K -15,915 Closed
MFIM
59
Mesirow Financial Investment Management
Illinois
– -$374K -15,538 Closed
OAM
60
Oxford Asset Management
United Kingdom
– -$219K -8,976 Closed
Macquarie Group
61
Macquarie Group
Australia
– -$34K -1,400 Closed
Parallax Volatility Advisers
62
Parallax Volatility Advisers
California
– -$29K -1,218 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$21K -877 Closed
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
– -$2K -81 Closed
Canada Life
65
Canada Life
Manitoba, Canada
– +$347 +14 New
1 2
3

ISTR Hedge Fund Activity: Q1 2018 in Review

57 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2018, worth a combined $141M — up 8.5% from $130M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISTR and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Stieven Capital Advisors, adding an estimated $3.45M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $1.55M sold.

  • 57 institutional investors held Investar Holding Corp (ISTR) as of Q1 2018, down from 60 in Q4 2017.
  • Funds reported $141M of Investar Holding Corp stock for Q1 2018, up 8.5% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q1 2018 and 8 closed out, a net change of -3 holders.
  • The largest Investar Holding Corp buyer in Q1 2018 was Stieven Capital Advisors, an estimated $3.45M added.
  • The largest Investar Holding Corp seller in Q1 2018 was Endeavour Capital Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2018.