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Sierra Bancorp
BSRR

92 hedge funds and large institutions have $217M invested in Sierra Bancorp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $200M → $217M (+$17.3M)

2% more funds holding

Funds holding: 90 → 92 (+2)

0.58% more ownership

Funds ownership: 53.37% → 53.95% (+0.58%)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.77M
2
Ameriprise
Ameriprise
Minnesota
+$1.7M
3
BCM
Basswood Capital Management
New York
+$1.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33M
5
SCP
Seizert Capital Partners
Michigan
+$993K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.12M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.02M
3
Renaissance Technologies
Renaissance Technologies
New York
-$595K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$574K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$1.86M +$1.77M +68,595 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.46M -$9.1K -352 -0.7%
Bank of America
28
Bank of America
North Carolina
$1.46M -$216K -8,358 -13%
American Century Companies
29
American Century Companies
Missouri
$1.33M +$323K +12,480 +34%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$1.33M +$51.5K +1,991 +4%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.28M +$249K +9,611 +26%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.21M -$72.3K -2,797 -6%
N
33
Nuveen
North Carolina
$1.17M -$131K -5,052 -10%
Norges Bank
34
Norges Bank
Norway
$1.12M – – –
Charles Schwab
35
Charles Schwab
California
$987K +$18.7K +724 +2%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$926K +$49.1K +1,900 +6%
Two Sigma Investments
37
Two Sigma Investments
New York
$872K +$79.1K +3,059 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$785K -$89.9K -3,474 -11%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$702K -$100K -3,870 -13%
GI
40
Gradient Investments
Minnesota
$664K – – –
CIC
41
Cornercap Investment Counsel
Georgia
$632K +$1.68K +65 +0.3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$555K -$8.85K -342 -2%
SO
43
STRS Ohio
Ohio
$548K – – –
Barclays
44
Barclays
United Kingdom
$463K +$292K +11,305 +197%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$432K – – –
Invesco
46
Invesco
Georgia
$425K -$48.9K -1,889 -11%
Wells Fargo
47
Wells Fargo
California
$399K -$282K -10,899 -43%
Deutsche Bank
48
Deutsche Bank
Germany
$382K +$11.3K +437 +3%
GC
49
Globeflex Capital
California
$374K +$357K +13,793 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$372K -$1.34K -52 -0.4%
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BSRR Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2021, worth a combined $217M — up 8.7% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSRR positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 34 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $1.77M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.12M.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $217M of Sierra Bancorp stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 10 funds opened new Sierra Bancorp positions in Q4 2021 and 7 closed out, a net change of +3 holders.
  • The largest Sierra Bancorp buyer in Q4 2021 was Assenagon Asset Management, an estimated $1.77M added.
  • The largest Sierra Bancorp seller in Q4 2021 was Dimensional Fund Advisors, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2021.