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Investar Holding Corp
ISTR

58 hedge funds and large institutions have $124M invested in Investar Holding Corp in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

2% less funds holding

Funds holding: 59 → 58 (-1)

4.69% less ownership

Funds ownership: 58.37% → 53.68% (-4.7%)

10% less capital invested

Capital invested by funds: $138M → $124M (-$14.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$957K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$675K
3
Goldman Sachs
Goldman Sachs
New York
+$263K
4
GWM
Geneos Wealth Management
Colorado
+$205K
5
SGCA
Steel Grove Capital Advisors
Tennessee
+$121K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$2.2M
2
FHC
Forest Hill Capital
Arkansas
-$667K
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$399K
4
BlackRock
BlackRock
New York
-$399K
5
Morgan Stanley
Morgan Stanley
New York
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$16K – – –
AG
52
Advisor Group
Arizona
$5K – – –
MAM
53
Meeder Asset Management
Ohio
$4K +$4.08K +173 New
NFG
54
Next Financial Group
Texas
$2K +$2.26K +96 New
NFH
55
NEXT Financial Holdings
Texas
$2K +$2.26K +96 New
PCP
56
Proficio Capital Partners
Massachusetts
$1K +$1.49K +63 New
KCM
57
Kennedy Capital Management
Missouri
– -$290K -11,683 Closed
KLCM
58
KG&L Capital Management
Louisiana
– -$248K -10,000 Closed
SWP
59
Stratos Wealth Partners
Ohio
– -$200K -8,048 Closed
MIM
60
MetLife Investment Management
New Jersey
– -$112K -4,526 Closed
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
– -$82.2K -3,315 Closed
UBS Group
62
UBS Group
Switzerland
– -$81K -3,277 Closed
RQS
63
Ramsey Quantitative Systems
Kentucky
– -$79K -3,166 Closed
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
– -$3K -125 Closed
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
– +$71 +3 New
1 2
3

ISTR Hedge Fund Activity: Q1 2019 in Review

58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2019, worth a combined $124M — down 10% from $138M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISTR and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Maltese Capital Management, adding an estimated $957K. The largest seller was FJ Capital Management, cutting an estimated $2.2M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q1 2019, down from 59 in Q4 2018.
  • Funds reported $124M of Investar Holding Corp stock for Q1 2019, down 10% quarter-over-quarter.
  • 7 funds opened new Investar Holding Corp positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q1 2019 was Maltese Capital Management, an estimated $957K added.
  • The largest Investar Holding Corp seller in Q1 2019 was FJ Capital Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2019.