Investar Holding Corp
ISTR
57 hedge funds and large institutions have $101M invested in Investar Holding Corp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
33% more capital invested
Capital invested by funds: $76.2M → $101M (+$24.9M)
6% more funds holding
Funds holding: 54 → 57 (+3)
2.42% more ownership
Funds ownership: 54.85% → 57.27% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.51M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$939K |
| 3 |
JC
JCSD Capital
Walnut Creek,
California
|
+$597K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$496K |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$844K |
| 2 |
RA
Royce & Associates
New York
|
-$778K |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$509K |
| 4 |
KLCM
KG&L Capital Management
Saint Francisville,
Louisiana
|
-$231K |
| 5 |
State Street
Boston,
Massachusetts
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $27K | +$2.31K | +150 | +10% |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $26K | +$15.1K | +981 | +185% |
|
53
Legal & General Group
London,
United Kingdom
| $15K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $12K | – | – | – |
|
55
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
CFA
56
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
AIG
57
American International Group
New York
| $95 | -$5.23K | -340 | -6% |
|
ISTR Hedge Fund Activity: Q4 2020 in Review
57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2020, worth a combined $101M — up 33% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISTR positions and 0 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.51M. The largest seller was Maltese Capital Management, cutting an estimated $844K.
- 57 institutional investors held Investar Holding Corp (ISTR) as of Q4 2020, up from 54 in Q3 2020.
- Funds reported $101M of Investar Holding Corp stock for Q4 2020, up 33% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q4 2020 and 0 closed out, a net change of +3 holders.
- The largest Investar Holding Corp buyer in Q4 2020 was Kestra Advisory Services, an estimated $1.51M added.
- The largest Investar Holding Corp seller in Q4 2020 was Maltese Capital Management, an estimated $844K sold.
Based on aggregated 13F filings for Q4 2020.