Investar Holding Corp
ISTR
59 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
2% more funds holding
Funds holding: 58 → 59 (+1)
0.4% more ownership
Funds ownership: 57.97% → 58.37% (+0.4%)
7% less capital invested
Capital invested by funds: $149M → $138M (-$10.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$6.24M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.25M |
| 3 |
RA
Royce & Associates
New York
|
+$1.07M |
| 4 |
MCM
Maltese Capital Management
New York
|
+$538K |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
-$4.03M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$2.43M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$1.5M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.09M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$894K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $47K | – | – | – |
|
52
Legal & General Group
London,
United Kingdom
| $36K | +$6.75K | +270 | +23% |
|
|
SO
53
STRS Ohio
Columbus,
Ohio
| $19K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $18K | – | – | – |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $5K | – | – | – |
|
56
BNP Paribas Financial Markets
Paris,
France
| $3.77K | -$3.75K | -150 | -50% |
|
57
Barclays
London,
United Kingdom
| $3K | -$84.3K | -3,371 | -97% |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | +$1.6K | +64 | +105% |
|
|
ROC
59
River Oaks Capital
Wayzata,
Minnesota
| – | -$4.03M | -149,960 | Closed |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -85 | Closed |
|
61
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$25 | -1 | -7% |
|
ISTR Hedge Fund Activity: Q4 2018 in Review
59 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2018, worth a combined $138M — down 7.2% from $149M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISTR positions and 2 closed out — a net gain of 1 holder — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Mendon Capital Advisors, adding an estimated $6.24M. The largest seller was River Oaks Capital, exiting entirely with an estimated $4.03M sold.
- 59 institutional investors held Investar Holding Corp (ISTR) as of Q4 2018, up from 58 in Q3 2018.
- Funds reported $138M of Investar Holding Corp stock for Q4 2018, down 7.2% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q4 2018 and 2 closed out, a net change of +1 holder.
- The largest Investar Holding Corp buyer in Q4 2018 was Mendon Capital Advisors, an estimated $6.24M added.
- The largest Investar Holding Corp seller in Q4 2018 was River Oaks Capital, an estimated $4.03M sold.
Based on aggregated 13F filings for Q4 2018.