Investar Holding Corp
ISTR
55 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5% more capital invested
Capital invested by funds: $112M → $118M (+$5.98M)
1.11% more ownership
Funds ownership: 58.78% → 59.89% (+1.1%)
4% less funds holding
Funds holding: 57 → 55 (-2)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.11M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.15M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$591K |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$335K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
-$840K |
| 2 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$799K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$410K |
| 4 |
E
Ergoteles
New York
|
-$302K |
| 5 |
Renaissance Technologies
New York
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $36K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $20K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $10K | +$9.73K | +502 | New |
|
54
UBS Group
Zurich,
Switzerland
| $7K | +$7.42K | +383 | New |
|
55
BNP Paribas Financial Markets
Paris,
France
| $115 | – | – | – |
|
|
KLCM
56
KG&L Capital Management
Saint Francisville,
Louisiana
| – | -$229K | -12,432 | Closed |
|
|
SC
57
Savant Capital
Rockford,
Illinois
| – | -$215K | -11,696 | Closed |
|
|
GWM
58
Geneos Wealth Management
Englewood,
Colorado
| – | -$166K | -9,031 | Closed |
|
59
Optiver Holding
Amsterdam,
Netherlands
| – | -$19K | -856 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$6K | -328 | Closed |
|
61
Osaic Holdings
Scottsdale,
Arizona
| – | -$4K | -200 | Closed |
|
ISTR Hedge Fund Activity: Q1 2022 in Review
55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2022, worth a combined $118M — up 5.3% from $112M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ISTR and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 15 added.
The largest buyer was Fourthstone LLC, adding an estimated $3.11M. The largest seller was River Oaks Capital, cutting an estimated $840K.
- 55 institutional investors held Investar Holding Corp (ISTR) as of Q1 2022, down from 57 in Q4 2021.
- Funds reported $118M of Investar Holding Corp stock for Q1 2022, up 5.3% quarter-over-quarter.
- 4 funds opened new Investar Holding Corp positions in Q1 2022 and 6 closed out, a net change of -2 holders.
- The largest Investar Holding Corp buyer in Q1 2022 was Fourthstone LLC, an estimated $3.11M added.
- The largest Investar Holding Corp seller in Q1 2022 was River Oaks Capital, an estimated $840K sold.
Based on aggregated 13F filings for Q1 2022.