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Sierra Bancorp

85 hedge funds and large institutions have $146M invested in Sierra Bancorp in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

1.19% less ownership

Funds ownership: 55.52%54.32% (-1.2%)

11% less funds holding

Funds holding: 9685 (-11)

41% less capital invested

Capital invested by funds: $247M → $146M (-$101M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
85
Holders Change
-11
Holders Change %
-11.46%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.17M +$108K +4,457 +7%
WC
27
Walthausen & Co
New York
$1.16M +$107K +4,400 +7%
N
28
Nuveen
North Carolina
$1.02M +$57.3K +2,359 +4%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$906K +$87.7K +3,610 +8%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$879K +$565K +23,259 +87%
Citadel Advisors
31
Citadel Advisors
Florida
$740K +$1.02M +42,105 New
Bessemer Group
32
Bessemer Group
New Jersey
$689K
WG
33
Winton Group
United Kingdom
$651K -$28.2K -1,160 -3%
WCM
34
Wedge Capital Management
North Carolina
$632K +$873K +35,949 New
Charles Schwab
35
Charles Schwab
California
$598K -$4.23K -174 -0.5%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$593K +$313K +12,900 +62%
First Trust Advisors
37
First Trust Advisors
Illinois
$590K -$152K -6,245 -16%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$553K -$219K -9,006 -22%
Wells Fargo
39
Wells Fargo
California
$534K -$451K -18,569 -38%
BPM
40
Bowling Portfolio Management
Ohio
$509K +$703K +28,934 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$479K +$5.37K +221 +0.7%
Two Sigma Investments
42
Two Sigma Investments
New York
$478K +$36.3K +1,495 +6%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$459K +$346K +14,229 +120%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$455K +$81.4K +3,350 +15%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$426K +$65.6K +2,700 +12%
Morgan Stanley
46
Morgan Stanley
New York
$394K -$277K -11,392 -34%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$381K +$6.12K +252 +1%
SO
48
STRS Ohio
Ohio
$379K -$14.6K -600 -3%
Man Group
49
Man Group
United Kingdom
$350K
PPA
50
Parametric Portfolio Associates
Washington
$331K -$162K -6,675 -26%

BSRR Hedge Fund Activity: Q1 2020 in Review

85 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2020, worth a combined $146M — down 41% from $247M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BSRR and 8 opened new positions — a net loss of 10 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.06M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $3.3M sold.

  • 85 institutional investors held Sierra Bancorp (BSRR) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $146M of Sierra Bancorp stock for Q1 2020, down 41% quarter-over-quarter.
  • 8 funds opened new Sierra Bancorp positions in Q1 2020 and 18 closed out, a net change of -10 holders.
  • The largest Sierra Bancorp buyer in Q1 2020 was Assenagon Asset Management, an estimated $2.06M added.
  • The largest Sierra Bancorp seller in Q1 2020 was Cooper Creek Partners Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2020.