Sierra Bancorp
BSRR
86 hedge funds and large institutions have $197M invested in Sierra Bancorp in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 10 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
2% more capital invested
Capital invested by funds: $194M → $197M (+$2.97M)
0.08% more ownership
Funds ownership: 52.77% → 52.85% (+0.08%)
3% less funds holding
Funds holding: 89 → 86 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.66M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.66M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$1.48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$826K |
| 5 |
Renaissance Technologies
New York
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.85M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.21M |
| 3 |
BlackRock
New York
|
-$931K |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$916K |
| 5 |
Man Group
London,
United Kingdom
|
-$629K |
BSRR Hedge Fund Activity: Q1 2019 in Review
86 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2019, worth a combined $197M — up 1.5% from $194M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BSRR and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 31 added.
The largest buyer was Kennedy Capital Management, adding an estimated $2.66M. The largest seller was Fidelity Investments, cutting an estimated $3.85M.
- 86 institutional investors held Sierra Bancorp (BSRR) as of Q1 2019, down from 89 in Q4 2018.
- Funds reported $197M of Sierra Bancorp stock for Q1 2019, up 1.5% quarter-over-quarter.
- 7 funds opened new Sierra Bancorp positions in Q1 2019 and 10 closed out, a net change of -3 holders.
- The largest Sierra Bancorp buyer in Q1 2019 was Kennedy Capital Management, an estimated $2.66M added.
- The largest Sierra Bancorp seller in Q1 2019 was Fidelity Investments, an estimated $3.85M sold.
Based on aggregated 13F filings for Q1 2019.