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Investar Holding Corp

86 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $118M → $138M (+$19.4M)

5% more funds holding

Funds holding: 8286 (+4)

1.76% more ownership

Funds ownership: 62.06%63.82% (+1.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$231K +$15.7K +716 +7%
HighTower Advisors
52
HighTower Advisors
Illinois
$220K
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$213K +$4.38K +200 +2%
Prudential Financial
54
Prudential Financial
New Jersey
$211K +$211K +9,620 New
Bank of America
55
Bank of America
North Carolina
$210K -$56.6K -2,584 -21%
Wells Fargo
56
Wells Fargo
California
$182K +$58.9K +2,688 +48%
Citigroup
57
Citigroup
New York
$156K +$8.55K +390 +6%
UBS Group
58
UBS Group
Switzerland
$155K -$8.72K -398 -5%
MIM
59
MetLife Investment Management
New Jersey
$119K
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$116K +$5K +228 +4%
CF
61
Corebridge Financial
Texas
$101K -$7.6K -347 -7%
LSV Asset Management
62
LSV Asset Management
Illinois
$75K
NA
63
NewEdge Advisors
Louisiana
$73.9K +$131 +6 +0.2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$69K +$1.77K +81 +3%
CCM
65
Copeland Capital Management
Pennsylvania
$52.2K -$12.3K -563 -19%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$48.3K +$24.1K +1,100 +100%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$41.2K
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.2K
Osaic Holdings
69
Osaic Holdings
Arizona
$24.5K +$110 +5 +0.5%
AIP
70
Ameritas Investment Partners
Nebraska
$19.9K
Legal & General Group
71
Legal & General Group
United Kingdom
$17.5K
TRCT
72
Tower Research Capital (TRC)
New York
$15.8K -$18.8K -857 -54%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$14.7K
AB
74
Amalgamated Bank
New York
$7K
WSFS
75
Wilmington Savings Fund Society
Delaware
$6.65K

ISTR Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2024, worth a combined $138M — up 16% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISTR positions and 2 closed out — a net gain of 4 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $2.53M. The largest seller was Banc Funds Company, cutting an estimated $1.35M.

  • 86 institutional investors held Investar Holding Corp (ISTR) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $138M of Investar Holding Corp stock for Q4 2024, up 16% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q4 2024 was Rhino Investment Partners, an estimated $2.53M added.
  • The largest Investar Holding Corp seller in Q4 2024 was Banc Funds Company, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2024.