Sierra Bancorp
BSRR
58 hedge funds and large institutions have $113M invested in Sierra Bancorp in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 56 → 58 (+2)
4% more capital invested
Capital invested by funds: $109M → $113M (+$4.58M)
0% more call options, than puts
Call options by funds: $16K | Put options by funds: $16K
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
51
Virtus Fund Advisers
Hartford,
Connecticut
| $16K | +$16.3K | +1,037 | New |
|
52
Citigroup
New York
| $11K | -$68.5K | -4,363 | -86% |
|
53
EARNEST Partners
Atlanta,
Georgia
| $9K | – | – | – |
|
|
U
54
UBS
Zurich,
Switzerland
| $6K | -$25.1K | -1,602 | -80% |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | +$4.87K | +310 | New |
|
|
GSC
57
Ground Swell Capital
Folly Beach,
South Carolina
| $4K | +$4.33K | +276 | New |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| $1K | -$5.19K | -331 | -83% |
|
|
CS
59
Credit Suisse
Zurich,
Switzerland
| – | -$329K | -20,711 | Closed |
|
60
ProShare Advisors
Bethesda,
Maryland
| – | -$196K | -12,306 | Closed |
|
|
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$176K | -11,076 | Closed |
|
62
Lazard Asset Management
New York
| – | -$1K | -120 | Closed |
|
BSRR Hedge Fund Activity: Q2 2014 in Review
58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2014, worth a combined $113M — up 4.2% from $109M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSRR positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Private Management Group, adding an estimated $2.73M. The largest seller was Wellington Management Group, cutting an estimated $2.57M.
- 58 institutional investors held Sierra Bancorp (BSRR) as of Q2 2014, up from 56 in Q1 2014.
- Funds reported $113M of Sierra Bancorp stock for Q2 2014, up 4.2% quarter-over-quarter.
- 6 funds opened new Sierra Bancorp positions in Q2 2014 and 4 closed out, a net change of +2 holders.
- The largest Sierra Bancorp buyer in Q2 2014 was Private Management Group, an estimated $2.73M added.
- The largest Sierra Bancorp seller in Q2 2014 was Wellington Management Group, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2014.