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Sierra Bancorp

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: 9291 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$278K -$1.14M -42,674 -79%
MA
52
MKT Advisors
California
$270K
VOYA Investment Management
53
VOYA Investment Management
Georgia
$261K -$87K -3,262 -24%
Wells Fargo
54
Wells Fargo
California
$253K -$122K -4,580 -31%
AllianceBernstein
55
AllianceBernstein
Tennessee
$249K
MAM
56
Martingale Asset Management
Massachusetts
$241K +$2.67K +100 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$240K +$256K +9,600 New
Federated Hermes
58
Federated Hermes
Pennsylvania
$234K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$226K +$242K +9,050 New
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$217K -$128K -4,790 -36%
MIM
61
MetLife Investment Management
New Jersey
$215K +$74.2K +2,779 +48%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$207K -$22.1K -828 -9%
AIG
63
American International Group
New York
$174K -$13.1K -491 -7%
UBS Group
64
UBS Group
Switzerland
$171K -$80 -3 -0%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$151K -$45.6K -1,707 -22%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$143K
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$137K -$11K -414 -7%
SWM
68
Spire Wealth Management
Virginia
$76K
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$57.1K -$111K -4,147 -64%
Barclays
70
Barclays
United Kingdom
$56K -$394K -14,765 -87%
AB
71
Amalgamated Bank
New York
$42K +$45.3K +1,699 New
AF
72
Amalgamated Financial
New York
$42K +$45.3K +1,699 New
AIP
73
Ameritas Investment Partners
Nebraska
$31K
WT
74
Whittier Trust
California
$29K
Legal & General Group
75
Legal & General Group
United Kingdom
$28K

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.