Sierra Bancorp
BSRR
58 hedge funds and large institutions have $119M invested in Sierra Bancorp in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.
0.08% more ownership
Funds ownership: 51.27% → 51.35% (+0.08%)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0% more call options, than puts
Call options by funds: $17K | Put options by funds: $17K
26% less capital inflows, than outflows
Capital inflows: $3.64M | Capital outflows: $4.93M
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bridgeway Capital Management
Houston,
Texas
|
+$820K |
| 2 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$660K |
| 3 |
Zacks Investment Management
Chicago,
Illinois
|
+$538K |
| 4 |
Private Management Group
Irvine,
California
|
+$429K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.64M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$786K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$426K |
| 4 |
Maltese Capital Management
New York
|
-$416K |
| 5 |
JP Morgan Chase
New York
|
-$307K |
BSRR Hedge Fund Activity: Q3 2014 in Review
58 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2014, worth a combined $119M — up 4.9% from $113M a quarter earlier.
Fund positioning in BSRR was balanced in Q3 2014: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 22 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $820K. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $1.64M.
- 58 institutional investors held Sierra Bancorp (BSRR) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $119M of Sierra Bancorp stock for Q3 2014, up 4.9% quarter-over-quarter.
- 7 funds opened new Sierra Bancorp positions in Q3 2014 and 7 closed out, a net change of 0 holders.
- The largest Sierra Bancorp buyer in Q3 2014 was Bridgeway Capital Management, an estimated $820K added.
- The largest Sierra Bancorp seller in Q3 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2014.