Sierra Bancorp
BSRR
92 hedge funds and large institutions have $211M invested in Sierra Bancorp in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
11% more funds holding
Funds holding: 83 → 92 (+9)
3% more capital invested
Capital invested by funds: $204M → $211M (+$7.01M)
2.08% less ownership
Funds ownership: 54.18% → 52.1% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.26M |
| 2 |
Millennium Management
New York
|
+$2.02M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$1.17M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.11M |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
+$897K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.53M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$863K |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$482K |
| 4 |
JP Morgan Chase
New York
|
-$395K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$383K |
BSRR Hedge Fund Activity: Q4 2017 in Review
92 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2017, worth a combined $211M — up 3.4% from $204M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSRR positions and 6 closed out — a net gain of 9 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.26M. The largest seller was Wellington Management Group, cutting an estimated $1.53M.
- 92 institutional investors held Sierra Bancorp (BSRR) as of Q4 2017, up from 83 in Q3 2017.
- Funds reported $211M of Sierra Bancorp stock for Q4 2017, up 3.4% quarter-over-quarter.
- 15 funds opened new Sierra Bancorp positions in Q4 2017 and 6 closed out, a net change of +9 holders.
- The largest Sierra Bancorp buyer in Q4 2017 was Morgan Stanley, an estimated $4.26M added.
- The largest Sierra Bancorp seller in Q4 2017 was Wellington Management Group, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2017.