Sierra Bancorp
BSRR
55 hedge funds and large institutions have $116M invested in Sierra Bancorp in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
3% more capital invested
Capital invested by funds: $112M → $116M (+$3.76M)
5% less funds holding
Funds holding: 58 → 55 (-3)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$753K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$614K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$291K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$209K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$926K |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$868K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$345K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$275K |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$267K |
BSRR Hedge Fund Activity: Q4 2014 in Review
55 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2014, worth a combined $116M — up 3.4% from $112M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BSRR and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 20 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $753K. The largest seller was Maltese Capital Management, cutting an estimated $926K.
- 55 institutional investors held Sierra Bancorp (BSRR) as of Q4 2014, down from 58 in Q3 2014.
- Funds reported $116M of Sierra Bancorp stock for Q4 2014, up 3.4% quarter-over-quarter.
- 4 funds opened new Sierra Bancorp positions in Q4 2014 and 5 closed out, a net change of -1 holder.
- The largest Sierra Bancorp buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $753K added.
- The largest Sierra Bancorp seller in Q4 2014 was Maltese Capital Management, an estimated $926K sold.
Based on aggregated 13F filings for Q4 2014.