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Sierra Bancorp
BSRR

87 hedge funds and large institutions have $224M invested in Sierra Bancorp in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $196M → $224M (+$27.3M)

1% more funds holding

Funds holding: 86 → 87 (+1)

1.05% more ownership

Funds ownership: 52.77% → 53.82% (+1.1%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
22
Closed
7
Calls
$981K
Puts
–
Net Calls
+$981K
Net Calls Change
+$981K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.38M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21M
3
BlackRock
BlackRock
New York
+$1.19M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$571K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$459K

Top Sellers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$600K
2
Deutsche Bank
Deutsche Bank
Germany
-$433K
3
Morgan Stanley
Morgan Stanley
New York
-$258K
4
WG
Winton Group
United Kingdom
-$251K
5
JP Morgan Chase
JP Morgan Chase
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$345K +$326K +12,703 New
Prudential Financial
52
Prudential Financial
New Jersey
$338K +$321K +12,479 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$322K +$12.8K +500 +4%
PWSG
54
Pacific Wealth Strategies Group
California
$272K +$32.1K +1,250 +14%
GI
55
Gradient Investments
Minnesota
$271K +$257K +9,992 New
Squarepoint
56
Squarepoint
New York
$264K +$250K +9,729 New
Barclays
57
Barclays
United Kingdom
$263K +$136K +5,301 +120%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$259K +$245K +9,544 New
Marshall Wace
59
Marshall Wace
United Kingdom
$253K +$240K +9,331 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$250K +$237K +9,212 New
AIG
61
American International Group
New York
$244K +$77 +3 +0%
Brown Advisory
62
Brown Advisory
Maryland
$228K – – –
MIM
63
MetLife Investment Management
New Jersey
$158K – – –
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$149K -$23.3K -905 -14%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$148K -$64.2K -2,500 -31%
Citigroup
66
Citigroup
New York
$136K +$14.2K +553 +12%
UBS Group
67
UBS Group
Switzerland
$132K +$63.5K +2,471 +104%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$126K – – –
Federated Hermes
69
Federated Hermes
Pennsylvania
$123K +$9.84K +383 +9%
MAM
70
Meeder Asset Management
Ohio
$99K – – –
SGAM
71
Smith Group Asset Management
Texas
$84K – – –
Legal & General Group
72
Legal & General Group
United Kingdom
$69K +$7.99K +311 +14%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$61.8K -$17.3K -675 -23%
AG
74
Advisor Group
Arizona
$49K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$33K -$99.5K -3,872 -76%
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BSRR Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2019, worth a combined $224M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSRR positions and 7 closed out — a net gain of 4 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.38M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $600K sold.

  • 87 institutional investors held Sierra Bancorp (BSRR) as of Q2 2019, up from 86 in Q1 2019.
  • Funds reported $224M of Sierra Bancorp stock for Q2 2019, up 14% quarter-over-quarter.
  • 11 funds opened new Sierra Bancorp positions in Q2 2019 and 7 closed out, a net change of +4 holders.
  • The largest Sierra Bancorp buyer in Q2 2019 was Nuveen, an estimated $1.38M added.
  • The largest Sierra Bancorp seller in Q2 2019 was Municipal Employees' Retirement System of Michigan, an estimated $600K sold.

Based on aggregated 13F filings for Q2 2019.