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Sierra Bancorp
BSRR

92 hedge funds and large institutions have $201M invested in Sierra Bancorp in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

44% more capital invested

Capital invested by funds: $140M → $201M (+$61.6M)

6% more funds holding

Funds holding: 87 → 92 (+5)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.05% less ownership

Funds ownership: 54.94% → 54.89% (-0.05%)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.62M
2
BlackRock
BlackRock
New York
+$1.37M
3
Morgan Stanley
Morgan Stanley
New York
+$1.31M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$577K
5
BCM
BHZ Capital Management
California
+$546K

Top Sellers

1
AL
AJO LP
Pennsylvania
-$1.63M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$888K
3
MAM
Martingale Asset Management
Massachusetts
-$722K
4
NSIM
North Star Investment Management
Illinois
-$644K
5
SCP
Seizert Capital Partners
Michigan
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$31M +$1.37M +63,829 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.3M +$386 +18 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.1M -$34.8K -1,621 -0.2%
PMG
4
Private Management Group
California
$11.8M -$69.8K -3,256 -0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$11.3M +$1.62M +75,619 +19%
Northern Trust
6
Northern Trust
Illinois
$10.6M -$38K -1,773 -0.4%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.09M -$266K -12,400 -4%
State Street
8
State Street
Massachusetts
$7.22M -$156K -7,293 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.71M -$118K -5,522 -2%
Ameriprise
10
Ameriprise
Minnesota
$5.27M +$321K +14,985 +7%
LSV Asset Management
11
LSV Asset Management
Illinois
$4.69M -$135K -6,300 -3%
BFC
12
Banc Funds Company
Illinois
$4.68M +$488K +22,749 +13%
FP
13
Foundry Partners
Minnesota
$4.39M +$158K +7,380 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.11M +$334K +15,595 +14%
PAM
15
Panagora Asset Management
Massachusetts
$2.89M -$467K -21,776 -15%
Goldman Sachs
16
Goldman Sachs
New York
$2.81M -$149K -6,936 -6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.77M – – –
BCM
18
BHZ Capital Management
California
$2.58M +$546K +25,453 +31%
Bank of America
19
Bank of America
North Carolina
$2.51M -$21.5K -1,004 -0.9%
Morgan Stanley
20
Morgan Stanley
New York
$2.25M +$1.31M +61,268 +186%
BCM
21
Bridgeway Capital Management
Texas
$1.91M – – –
WC
22
Walthausen & Co
New York
$1.89M – – –
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$1.82M +$133K +6,220 +9%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.78M +$526K +24,529 +49%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$1.76M +$345K +16,081 +28%
1
2 3 4

BSRR Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2020, worth a combined $201M — up 44% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSRR positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.62M. The largest seller was AJO LP, exiting entirely with an estimated $1.63M sold.

  • 92 institutional investors held Sierra Bancorp (BSRR) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $201M of Sierra Bancorp stock for Q4 2020, up 44% quarter-over-quarter.
  • 9 funds opened new Sierra Bancorp positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Sierra Bancorp buyer in Q4 2020 was Wellington Management Group, an estimated $1.62M added.
  • The largest Sierra Bancorp seller in Q4 2020 was AJO LP, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2020.