Sierra Bancorp
BSRR
89 hedge funds and large institutions have $209M invested in Sierra Bancorp in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.
0.7% less ownership
Funds ownership: 52.1% → 51.4% (-0.7%)
1% less capital invested
Capital invested by funds: $211M → $209M (-$1.95M)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
3% less funds holding
Funds holding: 92 → 89 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.46M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$1.25M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.01M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$765K |
| 5 |
State Street
Boston,
Massachusetts
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.09M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.46M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$599K |
| 4 |
JP Morgan Chase
New York
|
-$472K |
| 5 |
Millennium Management
New York
|
-$457K |
BSRR Hedge Fund Activity: Q1 2018 in Review
89 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2018, worth a combined $209M — down 0.93% from $211M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BSRR and 6 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 32 added.
The largest buyer was BlackRock, adding an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $4.09M.
- 89 institutional investors held Sierra Bancorp (BSRR) as of Q1 2018, down from 92 in Q4 2017.
- Funds reported $209M of Sierra Bancorp stock for Q1 2018, down 0.93% quarter-over-quarter.
- 6 funds opened new Sierra Bancorp positions in Q1 2018 and 7 closed out, a net change of -1 holder.
- The largest Sierra Bancorp buyer in Q1 2018 was BlackRock, an estimated $1.46M added.
- The largest Sierra Bancorp seller in Q1 2018 was Morgan Stanley, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2018.