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Sierra Bancorp

91 hedge funds and large institutions have $202M invested in Sierra Bancorp in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.86% less ownership

Funds ownership: 53.95%53.09% (-0.86%)

1% less funds holding

Funds holding: 9291 (-1)

7% less capital invested

Capital invested by funds: $217M → $202M (-$14.6M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$23K -$2.32K -87 -9%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$22.5K -$74.2K -2,779 -75%
Canada Life
78
Canada Life
Manitoba, Canada
$20K +$12.2K +456 +147%
Citigroup
79
Citigroup
New York
$15K -$77.1K -2,888 -83%
EARNEST Partners
80
EARNEST Partners
Georgia
$15K
LC
81
Lindbrook Capital
California
$10K +$10.5K +393 New
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$9K -$4K -150 -29%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$7K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$5K
SIC
85
Salem Investment Counselors
North Carolina
$5K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$4K -$27 -1 -0.6%
Osaic Holdings
87
Osaic Holdings
Arizona
$4K
NSIM
88
North Star Investment Management
Illinois
$3K
BCM
89
Basswood Capital Management
New York
-$2.65M -97,568 Closed
Norges Bank
90
Norges Bank
Norway
-$1.12M -41,112 Closed
Millennium Management
91
Millennium Management
New York
-$284K -10,467 Closed
TI
92
Trexquant Investment
Connecticut
-$260K -9,562 Closed
LWAC
93
Laurel Wealth Advisors (California)
California
-$243K -8,934 Closed
SG Americas Securities
94
SG Americas Securities
New York
-$115K -4,227 Closed
FFG
95
Ford Financial Group
California
-$108 -4,000 Closed
ACM
96
Aquatic Capital Management
Illinois
-$3K -100 Closed

BSRR Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2022, worth a combined $202M — down 6.7% from $217M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSRR and 7 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 24 added.

The largest buyer was Fidelity Investments, adding an estimated $1.9M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.65M sold.

  • 91 institutional investors held Sierra Bancorp (BSRR) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $202M of Sierra Bancorp stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 7 funds opened new Sierra Bancorp positions in Q1 2022 and 8 closed out, a net change of -1 holder.
  • The largest Sierra Bancorp buyer in Q1 2022 was Fidelity Investments, an estimated $1.9M added.
  • The largest Sierra Bancorp seller in Q1 2022 was Basswood Capital Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2022.