Sierra Bancorp
BSRR
82 hedge funds and large institutions have $190M invested in Sierra Bancorp in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
51.92% more ownership
Funds ownership: 0% → 51.92% (+52%)
49% more capital invested
Capital invested by funds: $128M → $190M (+$62.4M)
4% more funds holding
Funds holding: 79 → 82 (+3)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
EARNEST Partners
Atlanta,
Georgia
| $16K | – | – | – |
|
|
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| $7K | -$11.1K | -524 | -65% |
|
|
GBBWRPM
78
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $5K | – | – | – |
|
|
NSIM
79
North Star Investment Management
Chicago,
Illinois
| $4K | – | – | – |
|
80
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
81
Barclays
London,
United Kingdom
| $1K | -$338 | -16 | -22% |
|
|
MCM
82
Maltese Capital Management
New York
| – | -$5.36M | -285,600 | Closed |
|
|
MERSOM
83
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$483K | -25,770 | Closed |
|
84
Goldman Sachs
New York
| – | -$313K | -16,701 | Closed |
|
|
PPA
85
Parametric Portfolio Associates
Seattle,
Washington
| – | -$275K | -14,660 | Closed |
|
|
MC
86
Menta Capital
San Francisco,
California
| – | -$198K | -10,573 | Closed |
|
|
CAM
87
ClariVest Asset Management
San Diego,
California
| – | -$170K | -9,098 | Closed |
|
88
Envestnet Asset Management
Chicago,
Illinois
| – | +$21 | +1 | New |
|
BSRR Hedge Fund Activity: Q4 2016 in Review
82 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2016, worth a combined $190M — up 49% from $128M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSRR positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $5.8M. The largest seller was Private Management Group, cutting an estimated $5.58M.
- 82 institutional investors held Sierra Bancorp (BSRR) as of Q4 2016, up from 79 in Q3 2016.
- Funds reported $190M of Sierra Bancorp stock for Q4 2016, up 49% quarter-over-quarter.
- 10 funds opened new Sierra Bancorp positions in Q4 2016 and 6 closed out, a net change of +4 holders.
- The largest Sierra Bancorp buyer in Q4 2016 was Wellington Management Group, an estimated $5.8M added.
- The largest Sierra Bancorp seller in Q4 2016 was Private Management Group, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2016.