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Sierra Bancorp

82 hedge funds and large institutions have $190M invested in Sierra Bancorp in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

46% more capital inflows, than outflows

Capital inflows: $22.8M | Capital outflows: $15.7M

4% more funds holding

Funds holding: 79 → 82 (+3)

2.09% more ownership

Funds ownership: 49.84% → 51.92% (+2.1%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

BSRR Hedge Fund Activity: Q4 2016 in Review

82 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2016, worth a combined $190M — up 48% from $129M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSRR positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.8M. The largest seller was Private Management Group, cutting an estimated $5.58M.

  • 82 institutional investors held Sierra Bancorp (BSRR) as of Q4 2016, up from 79 in Q3 2016.
  • Funds reported $190M of Sierra Bancorp stock for Q4 2016, up 48% quarter-over-quarter.
  • 10 funds opened new Sierra Bancorp positions in Q4 2016 and 6 closed out, a net change of +4 holders.
  • The largest Sierra Bancorp buyer in Q4 2016 was Wellington Management Group, an estimated $5.8M added.
  • The largest Sierra Bancorp seller in Q4 2016 was Private Management Group, an estimated $5.58M sold.

Based on aggregated 13F filings for Q4 2016.