Investar Holding Corp
ISTR
57 hedge funds and large institutions have $65.6M invested in Investar Holding Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.44% less ownership
Funds ownership: 57.04% → 54.6% (-2.4%)
8% less funds holding
Funds holding: 62 → 57 (-5)
17% less capital invested
Capital invested by funds: $79.1M → $65.6M (-$13.5M)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Scoggin Management
New York
|
+$1.6M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.16M |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$491K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$433K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$4.45M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$759K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$575K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$550K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$529K |
ISTR Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2023, worth a combined $65.6M — down 17% from $79.1M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ISTR and 7 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 14 added.
The largest buyer was Scoggin Management, opening a new position worth an estimated $1.6M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $4.45M sold.
- 57 institutional investors held Investar Holding Corp (ISTR) as of Q2 2023, down from 62 in Q1 2023.
- Funds reported $65.6M of Investar Holding Corp stock for Q2 2023, down 17% quarter-over-quarter.
- 7 funds opened new Investar Holding Corp positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest Investar Holding Corp buyer in Q2 2023 was Scoggin Management, an estimated $1.6M added.
- The largest Investar Holding Corp seller in Q2 2023 was Stieven Capital Advisors, an estimated $4.45M sold.
Based on aggregated 13F filings for Q2 2023.