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Sierra Bancorp
BSRR

92 hedge funds and large institutions have $223M invested in Sierra Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $201M → $223M (+$21.8M)

0% more funds holding

Funds holding: 92 → 92 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.67% less ownership

Funds ownership: 54.89% → 54.21% (-0.67%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.93M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.51M
3
BCM
Basswood Capital Management
New York
+$1.43M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.38M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$810K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$3.92M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.07M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$809K
4
Millennium Management
Millennium Management
New York
-$694K
5
Bank of America
Bank of America
North Carolina
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$33K – – –
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$32K – – –
WT
78
Whittier Trust
California
$31K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$28K -$61.3K -2,439 -70%
CFGS
80
Concourse Financial Group Securities
Alabama
$16K – – –
EARNEST Partners
81
EARNEST Partners
Georgia
$16K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$9K +$8.24K +328 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$8K – – –
Canada Life
84
Canada Life
Manitoba, Canada
$8K +$226 +9 +3%
QCG
85
Quadrant Capital Group
Ohio
$6K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
NSIM
87
North Star Investment Management
Illinois
$4K – – –
Osaic Holdings
88
Osaic Holdings
Arizona
$3K – – –
BCA
89
Berman Capital Advisors
Georgia
$1K -$427 -17 -27%
AIG
90
American International Group
New York
$221 +$528 +21 +0.3%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$96 – – –
Millennium Management
92
Millennium Management
New York
– -$694K -29,004 Closed
Man Group
93
Man Group
United Kingdom
– -$476K -19,883 Closed
FL
94
Fourthstone LLC
Missouri
– -$358K -14,987 Closed
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
– -$331K -13,825 Closed
IA
96
IndexIQ Advisors
New York
– -$285K -11,914 Closed
Lazard Asset Management
97
Lazard Asset Management
New York
– -$45K -1,904 Closed
PWPS
98
Pinnacle Wealth Planning Services
Ohio
– -$33K -1,388 Closed
US Bancorp
99
US Bancorp
Minnesota
– -$10K -432 Closed
1 2 3
4

BSRR Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2021, worth a combined $223M — up 11% from $201M a quarter earlier.

Fund positioning in BSRR was balanced in Q1 2021: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $1.93M. The largest seller was Northern Trust, cutting an estimated $3.92M.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $223M of Sierra Bancorp stock for Q1 2021, up 11% quarter-over-quarter.
  • 8 funds opened new Sierra Bancorp positions in Q1 2021 and 8 closed out, a net change of 0 holders.
  • The largest Sierra Bancorp buyer in Q1 2021 was BlackRock, an estimated $1.93M added.
  • The largest Sierra Bancorp seller in Q1 2021 was Northern Trust, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2021.