We are live on ! Find out more
BSRR icon

Sierra Bancorp
BSRR

91 hedge funds and large institutions have $158M invested in Sierra Bancorp in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $146M → $158M (+$12.4M)

7% more funds holding

Funds holding: 85 → 91 (+6)

0.95% more ownership

Funds ownership: 54.32% → 55.28% (+0.95%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$1.44M
2
Goldman Sachs
Goldman Sachs
New York
+$961K
3
PPA
Parametric Portfolio Associates
Washington
+$746K
4
Millennium Management
Millennium Management
New York
+$646K
5
SCP
Seizert Capital Partners
Michigan
+$505K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$2.25M
2
BFC
Banc Funds Company
Illinois
-$1.27M
3
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$879K
4
Renaissance Technologies
Renaissance Technologies
New York
-$671K
5
Citadel Advisors
Citadel Advisors
Florida
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Walthausen & Co
New York
$1.39M +$145K +8,060 +12%
N
27
Nuveen
North Carolina
$1.23M +$129K +7,165 +12%
PPA
28
Parametric Portfolio Associates
Washington
$1.14M +$746K +41,389 +220%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.06M -$182K -10,093 -15%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$991K +$17.3K +957 +2%
Wells Fargo
31
Wells Fargo
California
$760K +$178K +9,890 +33%
WG
32
Winton Group
United Kingdom
$759K +$56.8K +3,150 +9%
Bessemer Group
33
Bessemer Group
New Jersey
$740K – – –
WCM
34
Wedge Capital Management
North Carolina
$679K – – –
Millennium Management
35
Millennium Management
New York
$676K +$646K +35,816 New
Charles Schwab
36
Charles Schwab
California
$648K +$5.39K +299 +0.9%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$648K +$10.8K +600 +2%
First Trust Advisors
38
First Trust Advisors
Illinois
$642K +$7.57K +420 +1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$584K -$9.7K -538 -2%
NSIM
40
North Star Investment Management
Illinois
$570K +$245K +13,600 +82%
BPM
41
Bowling Portfolio Management
Ohio
$546K – – –
SCP
42
Seizert Capital Partners
Michigan
$529K +$505K +28,027 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$528K +$46.4K +2,576 +9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$493K – – –
Two Sigma Investments
45
Two Sigma Investments
New York
$492K -$20.2K -1,120 -4%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$467K +$11.3K +625 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$459K -$28K -1,555 -6%
SO
48
STRS Ohio
Ohio
$443K +$34.2K +1,900 +9%
Citadel Advisors
49
Citadel Advisors
Florida
$426K -$353K -19,560 -46%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$410K – – –
1
2
3 4

BSRR Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2020, worth a combined $158M — up 8.5% from $146M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSRR positions and 5 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $1.44M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $2.25M sold.

  • 91 institutional investors held Sierra Bancorp (BSRR) as of Q2 2020, up from 85 in Q1 2020.
  • Funds reported $158M of Sierra Bancorp stock for Q2 2020, up 8.5% quarter-over-quarter.
  • 12 funds opened new Sierra Bancorp positions in Q2 2020 and 5 closed out, a net change of +7 holders.
  • The largest Sierra Bancorp buyer in Q2 2020 was Bridgeway Capital Management, an estimated $1.44M added.
  • The largest Sierra Bancorp seller in Q2 2020 was Kennedy Capital Management, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2020.