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Sierra Bancorp
BSRR

92 hedge funds and large institutions have $201M invested in Sierra Bancorp in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

44% more capital invested

Capital invested by funds: $140M → $201M (+$61.6M)

6% more funds holding

Funds holding: 87 → 92 (+5)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.05% less ownership

Funds ownership: 54.94% → 54.89% (-0.05%)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.62M
2
BlackRock
BlackRock
New York
+$1.37M
3
Morgan Stanley
Morgan Stanley
New York
+$1.31M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$577K
5
BCM
BHZ Capital Management
California
+$546K

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$1.63M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$888K
3
MAM
Martingale Asset Management
Massachusetts
-$722K
4
NSIM
North Star Investment Management
Illinois
-$644K
5
SCP
Seizert Capital Partners
Michigan
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$33K +$29.8K +1,388 New
AIP
77
Ameritas Investment Partners
Nebraska
$30K – – –
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$29K – – –
WT
79
Whittier Trust
California
$28K – – –
DA
80
Denali Advisors
California
$16K +$14.6K +680 New
CFGS
81
Concourse Financial Group Securities
Alabama
$14K – – –
EARNEST Partners
82
EARNEST Partners
Georgia
$14K – – –
US Bancorp
83
US Bancorp
Minnesota
$10K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$7K – – –
QCG
85
Quadrant Capital Group
Ohio
$6K – – –
Canada Life
86
Canada Life
Manitoba, Canada
$6K +$5.81K +271 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
NSIM
88
North Star Investment Management
Illinois
$3K -$644K -30,025 -100%
Osaic Holdings
89
Osaic Holdings
Arizona
$3K – – –
BCA
90
Berman Capital Advisors
Georgia
$1K – – –
AIG
91
American International Group
New York
$196 -$3.04K -142 -2%
AL
92
AJO LP
Pennsylvania
– -$1.63M -97,043 Closed
BPM
93
Bowling Portfolio Management
Ohio
– -$257K -15,328 Closed
B
94
Bailard
California
– -$217K -12,902 Closed
ASN
95
Advisory Services Network
Georgia
– -$32.2K -1,502 Closed
1 2 3
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BSRR Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2020, worth a combined $201M — up 44% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSRR positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.62M. The largest seller was AJO LP, exiting entirely with an estimated $1.63M sold.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $201M of Sierra Bancorp stock for Q4 2020, up 44% quarter-over-quarter.
  • 9 funds opened new Sierra Bancorp positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Sierra Bancorp buyer in Q4 2020 was Wellington Management Group, an estimated $1.62M added.
  • The largest Sierra Bancorp seller in Q4 2020 was AJO LP, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2020.