Investar Holding Corp
ISTR
54 hedge funds and large institutions have $115M invested in Investar Holding Corp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0.9% more ownership
Funds ownership: 57% → 57.9% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 55 → 54 (-1)
10% less capital invested
Capital invested by funds: $129M → $115M (-$13.1M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.62M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.19M |
| 3 |
EM
ELCO Management
New York
|
+$436K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$382K |
| 5 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$1.8M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.42M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$656K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$371K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $24K | +$3.53K | +162 | +15% |
|
52
BNP Paribas Financial Markets
Paris,
France
| $23.6K | +$25.7K | +1,178 | +19,633% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $9K | -$1.16K | -53 | -11% |
|
|
BCM
54
BHZ Capital Management
San Jose,
California
| – | -$371K | -16,935 | Closed |
|
|
55
First Trust Advisors
Wheaton,
Illinois
| – | -$286K | -13,060 | Closed |
|
56
Acadian Asset Management
Boston,
Massachusetts
| – | -$183K | -8,386 | Closed |
|
57
Osaic Holdings
Scottsdale,
Arizona
| – | -$20K | -908 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$2K | -112 | Closed |
|
59
Bank of America
Charlotte,
North Carolina
| – | +$22 | +1 | +100% |
|
ISTR Hedge Fund Activity: Q3 2022 in Review
54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2022, worth a combined $115M — down 10% from $129M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ISTR and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.
The largest buyer was Morgan Stanley, adding an estimated $1.62M. The largest seller was Maltese Capital Management, cutting an estimated $1.8M.
- 54 institutional investors held Investar Holding Corp (ISTR) as of Q3 2022, down from 55 in Q2 2022.
- Funds reported $115M of Investar Holding Corp stock for Q3 2022, down 10% quarter-over-quarter.
- 4 funds opened new Investar Holding Corp positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest Investar Holding Corp buyer in Q3 2022 was Morgan Stanley, an estimated $1.62M added.
- The largest Investar Holding Corp seller in Q3 2022 was Maltese Capital Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2022.