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Sierra Bancorp
BSRR

92 hedge funds and large institutions have $201M invested in Sierra Bancorp in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

44% more capital invested

Capital invested by funds: $140M → $201M (+$61.6M)

6% more funds holding

Funds holding: 87 → 92 (+5)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.05% less ownership

Funds ownership: 54.94% → 54.89% (-0.05%)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.62M
2
BlackRock
BlackRock
New York
+$1.37M
3
Morgan Stanley
Morgan Stanley
New York
+$1.31M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$577K
5
BCM
BHZ Capital Management
California
+$546K

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$1.63M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$888K
3
MAM
Martingale Asset Management
Massachusetts
-$722K
4
NSIM
North Star Investment Management
Illinois
-$644K
5
SCP
Seizert Capital Partners
Michigan
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.69M -$3.73K -174 -0.2%
N
27
Nuveen
North Carolina
$1.46M +$7.61K +355 +0.6%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.44M -$151K -7,061 -10%
SCP
29
Seizert Capital Partners
Michigan
$1.3M -$473K -22,064 -29%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$1.14M -$15.4K -720 -1%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$1.09M – – –
Wells Fargo
32
Wells Fargo
California
$938K -$62.6K -2,919 -7%
WCM
33
Wedge Capital Management
North Carolina
$860K – – –
Charles Schwab
34
Charles Schwab
California
$794K – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$788K +$22.2K +1,036 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$788K +$37.6K +1,754 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$787K -$888K -41,400 -56%
Citadel Advisors
38
Citadel Advisors
Florida
$729K +$72.7K +3,393 +13%
Millennium Management
39
Millennium Management
New York
$694K +$279K +13,033 +82%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$643K +$577K +26,901 New
MSL
41
Mackay Shields LLC
New York
$607K +$238K +11,100 +78%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$582K +$64K +2,986 +14%
SO
43
STRS Ohio
Ohio
$562K – – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$504K -$13.8K -645 -3%
Man Group
45
Man Group
United Kingdom
$476K – – –
American Century Companies
46
American Century Companies
Missouri
$461K +$87.5K +4,083 +27%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$451K -$54.7K -2,553 -12%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$404K -$126K -5,900 -26%
AllianceBernstein
49
AllianceBernstein
Tennessee
$384K -$25.7K -1,200 -7%
Deutsche Bank
50
Deutsche Bank
Germany
$370K +$60.4K +2,819 +22%
1
2
3 4

BSRR Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2020, worth a combined $201M — up 44% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSRR positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.62M. The largest seller was AJO LP, exiting entirely with an estimated $1.63M sold.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $201M of Sierra Bancorp stock for Q4 2020, up 44% quarter-over-quarter.
  • 9 funds opened new Sierra Bancorp positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Sierra Bancorp buyer in Q4 2020 was Wellington Management Group, an estimated $1.62M added.
  • The largest Sierra Bancorp seller in Q4 2020 was AJO LP, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2020.