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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
FL
51
Fourthstone LLC
Missouri
$358K +$321K +14,987 New
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$331K +$296K +13,825 New
VOYA Investment Management
53
VOYA Investment Management
Georgia
$321K +$288K +13,411 New
WG
54
Winton Group
United Kingdom
$320K -$345K -16,110 -55%
MAM
55
Martingale Asset Management
Massachusetts
$306K -$722K -33,700 -73%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$306K -$242K -11,298 -47%
PWSG
57
Pacific Wealth Strategies Group
California
$288K – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$285K – – –
IA
59
IndexIQ Advisors
New York
$285K +$26.4K +1,230 +12%
ZIM
60
Zacks Investment Management
Illinois
$255K +$228K +10,645 New
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246K +$4.2K +196 +2%
Barclays
62
Barclays
United Kingdom
$230K -$37.3K -1,739 -15%
Federated Hermes
63
Federated Hermes
Pennsylvania
$224K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$192K +$65.3K +3,047 +61%
MIM
65
MetLife Investment Management
New Jersey
$140K – – –
GI
66
Gradient Investments
Minnesota
$139K – – –
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K – – –
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$111K – – –
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$92.5K +$7.16K +334 +9%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$86K +$34.3K +1,600 +80%
TRCT
71
Tower Research Capital (TRC)
New York
$83K -$244K -11,376 -77%
UBS Group
72
UBS Group
Switzerland
$77K +$41.2K +1,922 +153%
Citigroup
73
Citigroup
New York
$75K +$45.3K +2,114 +207%
Legal & General Group
74
Legal & General Group
United Kingdom
$72K – – –
Lazard Asset Management
75
Lazard Asset Management
New York
$45K +$40.8K +1,904 New
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.