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Sierra Bancorp
BSRR

87 hedge funds and large institutions have $224M invested in Sierra Bancorp in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $196M → $224M (+$27.3M)

1% more funds holding

Funds holding: 86 → 87 (+1)

1.05% more ownership

Funds ownership: 52.77% → 53.82% (+1.1%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
22
Closed
7
Calls
$981K
Puts
–
Net Calls
+$981K
Net Calls Change
+$981K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.38M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21M
3
BlackRock
BlackRock
New York
+$1.19M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$571K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$459K

Top Sellers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$600K
2
Deutsche Bank
Deutsche Bank
Germany
-$433K
3
Morgan Stanley
Morgan Stanley
New York
-$258K
4
WG
Winton Group
United Kingdom
-$251K
5
JP Morgan Chase
JP Morgan Chase
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.15M +$350K +13,610 +21%
BCM
27
Bridgeway Capital Management
Texas
$1.89M – – –
WC
28
Walthausen & Co
New York
$1.55M – – –
N
29
Nuveen
North Carolina
$1.46M +$1.38M +53,887 New
Deutsche Bank
30
Deutsche Bank
Germany
$1.38M -$433K -16,843 -25%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.36M -$235K -9,145 -15%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.19M -$226K -8,809 -17%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.17M -$10K -391 -0.9%
Bessemer Group
34
Bessemer Group
New Jersey
$1.06M – – –
First Trust Advisors
35
First Trust Advisors
Illinois
$990K -$58.2K -2,263 -6%
Charles Schwab
36
Charles Schwab
California
$910K +$33.1K +1,289 +4%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$873K +$459K +17,877 +125%
Wells Fargo
38
Wells Fargo
California
$867K +$155K +6,039 +23%
SO
39
STRS Ohio
Ohio
$648K +$15.4K +600 +3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$591K -$7.79K -303 -1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$561K +$9.84K +383 +2%
PPA
42
Parametric Portfolio Associates
Washington
$504K +$231K +8,999 +94%
Invesco
43
Invesco
Georgia
$464K -$12K -468 -3%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$432K -$95.1K -3,700 -19%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$420K -$113K -4,416 -22%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$415K – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$414K -$171K -6,671 -30%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$397K +$26.9K +1,048 +8%
OAM
49
Oxford Asset Management
United Kingdom
$372K – – –
CEP
50
Chicago Equity Partners
Illinois
$366K – – –
1
2
3 4

BSRR Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2019, worth a combined $224M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSRR positions and 7 closed out — a net gain of 4 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.38M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $600K sold.

  • 87 institutional investors held Sierra Bancorp (BSRR) as of Q2 2019, up from 86 in Q1 2019.
  • Funds reported $224M of Sierra Bancorp stock for Q2 2019, up 14% quarter-over-quarter.
  • 11 funds opened new Sierra Bancorp positions in Q2 2019 and 7 closed out, a net change of +4 holders.
  • The largest Sierra Bancorp buyer in Q2 2019 was Nuveen, an estimated $1.38M added.
  • The largest Sierra Bancorp seller in Q2 2019 was Municipal Employees' Retirement System of Michigan, an estimated $600K sold.

Based on aggregated 13F filings for Q2 2019.