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Sierra Bancorp
BSRR

91 hedge funds and large institutions have $202M invested in Sierra Bancorp in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.86% less ownership

Funds ownership: 53.95% → 53.09% (-0.86%)

1% less funds holding

Funds holding: 92 → 91 (-1)

7% less capital invested

Capital invested by funds: $217M → $202M (-$14.6M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.9M
2
BCM
Bridgeway Capital Management
Texas
+$1.41M
3
Ameriprise
Ameriprise
Minnesota
+$383K
4
American Century Companies
American Century Companies
Missouri
+$379K
5
AT
Arvest Trust
Oklahoma
+$364K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$2.65M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.14M
4
Norges Bank
Norges Bank
Norway
-$1.12M
5
Bank of America
Bank of America
North Carolina
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$1.69M -$29.4K -1,101 -2%
American Century Companies
27
American Century Companies
Missouri
$1.58M +$379K +14,206 +29%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.29M +$114K +4,271 +9%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$1.19M -$36.9K -1,384 -3%
N
30
Nuveen
North Carolina
$1.17M +$13.7K +515 +1%
Charles Schwab
31
Charles Schwab
California
$936K +$29.3K +1,099 +3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$842K -$10.7K -400 -1%
Two Sigma Investments
33
Two Sigma Investments
New York
$729K -$78.4K -2,937 -9%
JP Morgan Chase
34
JP Morgan Chase
New York
$698K -$447K -16,744 -37%
GI
35
Gradient Investments
Minnesota
$611K – – –
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$598K -$50.9K -1,907 -7%
CIC
37
Cornercap Investment Counsel
Georgia
$582K – – –
Bank of America
38
Bank of America
North Carolina
$566K -$827K -31,008 -58%
Citadel Advisors
39
Citadel Advisors
Florida
$533K -$202K -7,571 -26%
SO
40
STRS Ohio
Ohio
$504K – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$470K -$43.4K -1,626 -8%
Invesco
42
Invesco
Georgia
$458K +$72.5K +2,715 +17%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$397K – – –
PCM
44
Prelude Capital Management
New York
$355K +$64K +2,400 +20%
GC
45
Globeflex Capital
California
$345K – – –
AT
46
Arvest Trust
Oklahoma
$341K +$364K +13,634 New
RWA
47
Redmont Wealth Advisors
Illinois
$330K +$353K +13,212 New
Deutsche Bank
48
Deutsche Bank
Germany
$329K -$24K -898 -6%
PWSG
49
Pacific Wealth Strategies Group
California
$303K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$301K +$534 +20 +0.2%
1
2
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BSRR Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2022, worth a combined $202M — down 6.7% from $217M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSRR and 7 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 24 added.

The largest buyer was Fidelity Investments, adding an estimated $1.9M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.65M sold.

  • 91 institutional investors held Sierra Bancorp (BSRR) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $202M of Sierra Bancorp stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 7 funds opened new Sierra Bancorp positions in Q1 2022 and 8 closed out, a net change of -1 holder.
  • The largest Sierra Bancorp buyer in Q1 2022 was Fidelity Investments, an estimated $1.9M added.
  • The largest Sierra Bancorp seller in Q1 2022 was Basswood Capital Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2022.