Investar Holding Corp
ISTR
58 hedge funds and large institutions have $77.4M invested in Investar Holding Corp in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
39% more capital invested
Capital invested by funds: $55.6M → $77.4M (+$21.8M)
4% more funds holding
Funds holding: 56 → 58 (+2)
0.18% less ownership
Funds ownership: 53.43% → 53.26% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$762K |
| 2 |
Franklin Resources
San Mateo,
California
|
+$389K |
| 3 |
Bank of New York Mellon
New York
|
+$303K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$192K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.15M |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$534K |
| 3 |
Morgan Stanley
New York
|
-$428K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$341K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$179K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $30.2K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $28K | – | – | – |
|
53
Citigroup
New York
| $27.1K | +$20.7K | +1,817 | New |
|
54
Wells Fargo
San Francisco,
California
| $21.5K | -$1.39K | -122 | -8% |
|
55
RhumbLine Advisers
Boston,
Massachusetts
| $5.44K | – | – | – |
|
|
CAL
56
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | +$2.05K | +180 | New |
|
|
CFGS
57
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.01K | – | – | – |
|
|
PA
58
Parallel Advisors
San Francisco,
California
| $96 | -$148 | -13 | -68% |
|
|
BFM
59
Boothbay Fund Management
New York
| – | -$534K | -50,425 | Closed |
|
|
QC
60
Quadrature Capital
London,
United Kingdom
| – | -$107K | -10,157 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$3.34K | -315 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$1.06K | -100 | Closed |
|
|
EWA
63
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$921 | -87 | Closed |
|
ISTR Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2023, worth a combined $77.4M — up 39% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISTR positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $762K. The largest seller was M3F Inc, cutting an estimated $1.15M.
- 58 institutional investors held Investar Holding Corp (ISTR) as of Q4 2023, up from 56 in Q3 2023.
- Funds reported $77.4M of Investar Holding Corp stock for Q4 2023, up 39% quarter-over-quarter.
- 8 funds opened new Investar Holding Corp positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest Investar Holding Corp buyer in Q4 2023 was AllianceBernstein, an estimated $762K added.
- The largest Investar Holding Corp seller in Q4 2023 was M3F Inc, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2023.