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Sierra Bancorp
BSRR

83 hedge funds and large institutions have $136M invested in Sierra Bancorp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1.34% less ownership

Funds ownership: 53.43% → 52.1% (-1.3%)

2% less funds holding

Funds holding: 85 → 83 (-2)

8% less capital invested

Capital invested by funds: $148M → $136M (-$11.8M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$1.31M
2
SCP
Seizert Capital Partners
Michigan
+$927K
3
American Century Companies
American Century Companies
Missouri
+$353K
4
QC
Quadrature Capital
United Kingdom
+$325K
5
MAM
Martingale Asset Management
Massachusetts
+$252K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.42M
2
Invesco
Invesco
Georgia
-$777K
3
Millennium Management
Millennium Management
New York
-$729K
4
BCM
Bridgeway Capital Management
Texas
-$614K
5
Ameriprise
Ameriprise
Minnesota
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$6K – – –
Osaic Holdings
77
Osaic Holdings
Arizona
$4.82K +$3.64K +181 +183%
SIC
78
Salem Investment Counselors
North Carolina
$3.62K – – –
C
79
Covestor
United Kingdom
$3K +$1.06K +53 +45%
NSIM
80
North Star Investment Management
Illinois
$2.41K – – –
Citigroup
81
Citigroup
New York
$17 -$1.87K -93 -99%
HNB
82
Huntington National Bank
Ohio
$17 – – –
Invesco
83
Invesco
Georgia
– -$777K -36,580 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$309K -14,527 Closed
First Trust Advisors
85
First Trust Advisors
Illinois
– -$262K -12,312 Closed
FL
86
Fourthstone LLC
Missouri
– -$213K -10,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$55.2K -2,600 Closed
Allspring Global Investments
88
Allspring Global Investments
North Carolina
– -$23.6K -1,109 Closed
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
– -$230 -11 Closed
CS
90
Credit Suisse
Switzerland
– -$21 -1 Closed
CAL
91
Capital Advisors Ltd
Ohio
– +$221 +11 New
1 2 3
4

BSRR Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2023, worth a combined $136M — down 8% from $148M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSRR and 6 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was M3F Inc, opening a new position worth an estimated $1.31M. The largest seller was BlackRock, cutting an estimated $1.42M.

  • 83 institutional investors held Sierra Bancorp (BSRR) as of Q1 2023, down from 85 in Q4 2022.
  • Funds reported $136M of Sierra Bancorp stock for Q1 2023, down 8% quarter-over-quarter.
  • 6 funds opened new Sierra Bancorp positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest Sierra Bancorp buyer in Q1 2023 was M3F Inc, an estimated $1.31M added.
  • The largest Sierra Bancorp seller in Q1 2023 was BlackRock, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.