Sierra Bancorp
BSRR
80 hedge funds and large institutions have $155M invested in Sierra Bancorp in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 8 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0.95% less ownership
Funds ownership: 52.98% → 52.03% (-0.95%)
6% less funds holding
Funds holding: 85 → 80 (-5)
11% less capital invested
Capital invested by funds: $174M → $155M (-$18.7M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$5.89M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$462K |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$343K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$330K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.49M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.11M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$1.1M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$738K |
| 5 |
Renaissance Technologies
New York
|
-$678K |
BSRR Hedge Fund Activity: Q3 2022 in Review
80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2022, worth a combined $155M — down 11% from $174M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BSRR and 3 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 27 added.
The largest buyer was Fourthstone LLC, adding an estimated $5.89M. The largest seller was Wellington Management Group, exiting entirely with an estimated $4.49M sold.
- 80 institutional investors held Sierra Bancorp (BSRR) as of Q3 2022, down from 85 in Q2 2022.
- Funds reported $155M of Sierra Bancorp stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new Sierra Bancorp positions in Q3 2022 and 8 closed out, a net change of -5 holders.
- The largest Sierra Bancorp buyer in Q3 2022 was Fourthstone LLC, an estimated $5.89M added.
- The largest Sierra Bancorp seller in Q3 2022 was Wellington Management Group, an estimated $4.49M sold.
Based on aggregated 13F filings for Q3 2022.