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Investar Holding Corp

27 hedge funds and large institutions have $62.1M invested in Investar Holding Corp in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

46.89% more ownership

Funds ownership: 0%46.89% (+47%)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

33% more capital invested

Capital invested by funds: $46.7M → $62.1M (+$15.4M)

8% more funds holding

Funds holding: 2527 (+2)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$11.4M +$153K +8,900 +1%
ECA
2
Endeavour Capital Advisors
Connecticut
$9.72M +$32.9K +1,920 +0.4%
BFC
3
Banc Funds Company
Illinois
$8.33M +$836K +48,786 +12%
MCM
4
Maltese Capital Management
New York
$7.52M +$87.4K +5,100 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.09M
Franklin Resources
6
Franklin Resources
California
$4.1M
ROC
7
River Oaks Capital
Minnesota
$3.49M +$3.21M +187,100 New
MFP
8
Michael F. Price
$3.26M
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.94M
WA
10
Wasatch Advisors
Utah
$2.35M +$343K +20,000 +19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.61M -$25.4K -1,479 -2%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$847K
ZIM
13
ZPR Investment Management
Florida
$263K +$242K +14,100 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$247K +$2.06K +120 +0.9%
PCM
15
Penn Capital Management
Pennsylvania
$244K +$224K +13,085 New
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$194K
GWM
17
Geneos Wealth Management
Colorado
$153K
Deutsche Bank
18
Deutsche Bank
Germany
$143K +$51.4K +3,000 +63%
Bank of America
19
Bank of America
North Carolina
$37K -$1.42K -83 -4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$35K
BFA
21
BlackRock Fund Advisors
California
$34K +$9.26K +540 +42%
BIM
22
BlackRock Investment Management
Delaware
$21K -$771 -45 -4%
Morgan Stanley
23
Morgan Stanley
New York
$19K
TRCT
24
Tower Research Capital (TRC)
New York
$4K -$10.8K -633 -76%
AG
25
Advisor Group
Arizona
$4K -$5.14K -300 -60%

ISTR Hedge Fund Activity: Q4 2016 in Review

27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2016, worth a combined $62.1M — up 33% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ISTR positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $836K. The largest seller was AllianceBernstein, cutting an estimated $25.4K.

  • 27 institutional investors held Investar Holding Corp (ISTR) as of Q4 2016, up from 25 in Q3 2016.
  • Funds reported $62.1M of Investar Holding Corp stock for Q4 2016, up 33% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q4 2016 and 1 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q4 2016 was Banc Funds Company, an estimated $836K added.
  • The largest Investar Holding Corp seller in Q4 2016 was AllianceBernstein, an estimated $25.4K sold.

Based on aggregated 13F filings for Q4 2016.