Investar Holding Corp
ISTR
59 hedge funds and large institutions have $128M invested in Investar Holding Corp in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
2% more funds holding
Funds holding: 58 → 59 (+1)
3% more capital invested
Capital invested by funds: $124M → $128M (+$4.31M)
0.09% less ownership
Funds ownership: 53.68% → 53.59% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$3.13M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.49M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$881K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$866K |
| 5 |
BlackRock
New York
|
+$828K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$3.63M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.14M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.94M |
| 4 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$629K |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$415K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $19K | +$18.3K | +787 | New |
|
|
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
| $18.2K | +$17.7K | +762 | New |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $17K | – | – | – |
|
|
PCP
54
Proficio Capital Partners
Newton,
Massachusetts
| $7K | +$5.05K | +217 | +344% |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $5K | – | – | – |
|
|
MAM
56
Meeder Asset Management
Dublin,
Ohio
| $5K | +$629 | +27 | +16% |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| $1K | +$1.07K | +46 | New |
|
|
EM
59
ELCO Management
New York
| – | -$399K | -17,584 | Closed |
|
60
Goldman Sachs
New York
| – | -$253K | -11,160 | Closed |
|
61
Canada Life
Winnipeg,
Manitoba, Canada
| – | +$23 | +1 | +8% |
|
ISTR Hedge Fund Activity: Q2 2019 in Review
59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2019, worth a combined $128M — up 3.5% from $124M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISTR positions and 2 closed out — a net gain of 5 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $3.13M. The largest seller was FJ Capital Management, cutting an estimated $3.63M.
- 59 institutional investors held Investar Holding Corp (ISTR) as of Q2 2019, up from 58 in Q1 2019.
- Funds reported $128M of Investar Holding Corp stock for Q2 2019, up 3.5% quarter-over-quarter.
- 7 funds opened new Investar Holding Corp positions in Q2 2019 and 2 closed out, a net change of +5 holders.
- The largest Investar Holding Corp buyer in Q2 2019 was Maltese Capital Management, an estimated $3.13M added.
- The largest Investar Holding Corp seller in Q2 2019 was FJ Capital Management, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2019.