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Sierra Bancorp
BSRR

85 hedge funds and large institutions have $174M invested in Sierra Bancorp in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% less ownership

Funds ownership: 53.09% → 52.98% (-0.11%)

7% less funds holding

Funds holding: 91 → 85 (-6)

14% less capital invested

Capital invested by funds: $202M → $174M (-$28.5M)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.81M
2
Morgan Stanley
Morgan Stanley
New York
+$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.14M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$544K
5
Ameriprise
Ameriprise
Minnesota
+$428K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.02M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$784K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$692K
4
CIC
Cornercap Investment Counsel
Georgia
-$582K
5
WC
Walthausen & Co
New York
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$8K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$7K – – –
SIC
78
Salem Investment Counselors
North Carolina
$5K – – –
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$4K -$118K -5,265 -96%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Osaic Holdings
81
Osaic Holdings
Arizona
$4K +$804 +36 +20%
NSIM
82
North Star Investment Management
Illinois
$3K – – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1K -$2.86K -128 -80%
CIC
84
Cornercap Investment Counsel
Georgia
– -$582K -23,290 Closed
AT
85
Arvest Trust
Oklahoma
– -$341K -13,634 Closed
PWSG
86
Pacific Wealth Strategies Group
California
– -$303K -12,125 Closed
VOYA Investment Management
87
VOYA Investment Management
Georgia
– -$261K -10,446 Closed
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
– -$226K -9,050 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$217K -8,700 Closed
LC
90
Lindbrook Capital
California
– -$10K -393 Closed
CS
91
Credit Suisse
Switzerland
– +$313 +14 New
1 2 3
4

BSRR Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2022, worth a combined $174M — down 14% from $202M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSRR and 5 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 24 added.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.81M. The largest seller was Renaissance Technologies, cutting an estimated $1.02M.

  • 85 institutional investors held Sierra Bancorp (BSRR) as of Q2 2022, down from 91 in Q1 2022.
  • Funds reported $174M of Sierra Bancorp stock for Q2 2022, down 14% quarter-over-quarter.
  • 5 funds opened new Sierra Bancorp positions in Q2 2022 and 9 closed out, a net change of -4 holders.
  • The largest Sierra Bancorp buyer in Q2 2022 was Fourthstone LLC, an estimated $1.81M added.
  • The largest Sierra Bancorp seller in Q2 2022 was Renaissance Technologies, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2022.