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Sierra Bancorp

92 hedge funds and large institutions have $223M invested in Sierra Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $201M → $223M (+$21.8M)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.67% less ownership

Funds ownership: 54.89%54.21% (-0.67%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$394K -$55.3K -2,200 -13%
Invesco
52
Invesco
Georgia
$394K +$369K +14,685 New
WG
53
Winton Group
United Kingdom
$379K +$19.7K +783 +6%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$375K +$14.2K +564 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$326K -$98K -3,900 -24%
MSL
56
Mackay Shields LLC
New York
$324K -$334K -13,300 -52%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$319K
Barclays
58
Barclays
United Kingdom
$318K +$56.5K +2,248 +23%
PWSG
59
Pacific Wealth Strategies Group
California
$309K
ZIM
60
Zacks Investment Management
Illinois
$270K -$13.9K -553 -5%
Federated Hermes
61
Federated Hermes
Pennsylvania
$251K +$352 +14 +0.1%
Two Sigma Investments
62
Two Sigma Investments
New York
$249K +$234K +9,300 New
MAM
63
Martingale Asset Management
Massachusetts
$237K -$98.6K -3,921 -31%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$232K +$15K +597 +7%
GI
65
Gradient Investments
Minnesota
$222K
First Trust Advisors
66
First Trust Advisors
Illinois
$200K +$188K +7,475 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$177K +$69.3K +2,757 +71%
MIM
68
MetLife Investment Management
New Jersey
$157K
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$153K
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$124K
UBS Group
71
UBS Group
Switzerland
$100K +$13.1K +523 +16%
SWM
72
Spire Wealth Management
Virginia
$82K +$76.9K +3,060 New
DA
73
Denali Advisors
California
$36K +$17.1K +680 +100%
Citigroup
74
Citigroup
New York
$35K -$46.4K -1,845 -59%
Legal & General Group
75
Legal & General Group
United Kingdom
$33K -$43.7K -1,737 -58%

BSRR Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2021, worth a combined $223M — up 11% from $201M a quarter earlier.

Fund positioning in BSRR was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $1.93M. The largest seller was Northern Trust, cutting an estimated $3.92M.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $223M of Sierra Bancorp stock for Q1 2021, up 11% quarter-over-quarter.
  • 8 funds opened new Sierra Bancorp positions in Q1 2021 and 8 closed out, a net change of 0 holders.
  • The largest Sierra Bancorp buyer in Q1 2021 was BlackRock, an estimated $1.93M added.
  • The largest Sierra Bancorp seller in Q1 2021 was Northern Trust, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2021.