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Sierra Bancorp

85 hedge funds and large institutions have $148M invested in Sierra Bancorp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

6% more funds holding

Funds holding: 8085 (+5)

1.41% more ownership

Funds ownership: 52.03%53.43% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

4% less capital invested

Capital invested by funds: $155M → $148M (-$6.93M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$212K +$214K +10,000 New
RI
52
Ridgewood Investments
New Jersey
$208K +$209K +9,777 New
Federated Hermes
53
Federated Hermes
Pennsylvania
$199K +$279 +13 +0.1%
MIM
54
MetLife Investment Management
New Jersey
$183K
AIG
55
American International Group
New York
$138K -$514 -24 -0.4%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$123K +$5.25K +245 +4%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$117K +$1.31K +61 +1%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K -$22.7K -1,058 -18%
UBS Group
59
UBS Group
Switzerland
$92.4K +$82.5K +3,850 +770%
Barclays
60
Barclays
United Kingdom
$83.7K +$70.9K +3,308 +524%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.2K
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$39.2K -$50K -2,333 -56%
AB
63
Amalgamated Bank
New York
$37K
Legal & General Group
64
Legal & General Group
United Kingdom
$28.5K +$3.47K +162 +14%
AIP
65
Ameritas Investment Partners
Nebraska
$27.1K
WT
66
Whittier Trust
California
$24.6K
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$23.6K -$536 -25 -2%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$23.2K +$160K +7,479 +0.7%
SWM
69
Spire Wealth Management
Virginia
$23K
Canada Life
70
Canada Life
Manitoba, Canada
$23K +$6.54K +305 +39%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$19.2K
Wells Fargo
72
Wells Fargo
California
$17.6K -$24.8K -1,156 -58%
EARNEST Partners
73
EARNEST Partners
Georgia
$12.7K
TRCT
74
Tower Research Capital (TRC)
New York
$12K -$52.1K -2,434 -81%
GCM
75
Gladius Capital Management
Illinois
$8.35K -$1.05K -49 -11%

BSRR Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2022, worth a combined $148M — down 4.5% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSRR positions and 2 closed out — a net gain of 6 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $5.68M. The largest seller was Fourthstone LLC, cutting an estimated $7.41M.

  • 85 institutional investors held Sierra Bancorp (BSRR) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $148M of Sierra Bancorp stock for Q4 2022, down 4.5% quarter-over-quarter.
  • 8 funds opened new Sierra Bancorp positions in Q4 2022 and 2 closed out, a net change of +6 holders.
  • The largest Sierra Bancorp buyer in Q4 2022 was Banc Funds Company, an estimated $5.68M added.
  • The largest Sierra Bancorp seller in Q4 2022 was Fourthstone LLC, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2022.