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Sierra Bancorp
BSRR

84 hedge funds and large institutions have $187M invested in Sierra Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $152M → $187M (+$35.2M)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

2.35% more ownership

Funds ownership: 53.98% → 56.33% (+2.4%)

1% less funds holding

Funds holding: 85 → 84 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
25
Closed
7
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.08M
2
BlackRock
BlackRock
New York
+$1.35M
3
FL
Fourthstone LLC
Missouri
+$1.18M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$418K
5
Barclays
Barclays
United Kingdom
+$314K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.51M
2
MI
M3F Inc
Utah
-$667K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$383K
4
Two Sigma Investments
Two Sigma Investments
New York
-$205K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$984K +$141K +7,260 +20%
MA
27
Mutual Advisors
Nebraska
$903K – – –
Charles Schwab
28
Charles Schwab
California
$837K -$6.93K -357 -1%
First Trust Advisors
29
First Trust Advisors
Illinois
$820K -$77.5K -3,993 -10%
N
30
Nuveen
North Carolina
$743K +$177K +9,096 +38%
Bank of America
31
Bank of America
North Carolina
$733K +$110K +5,677 +21%
MAM
32
Martingale Asset Management
Massachusetts
$655K +$330 +17 +0.1%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$605K -$18.3K -944 -3%
GI
34
Gradient Investments
Minnesota
$557K +$2.33K +120 +0.5%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$555K -$2.25K -116 -0.5%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$471K -$7.77K -400 -2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$464K -$2.23K -115 -0.6%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$435K -$183K -9,400 -33%
Barclays
39
Barclays
United Kingdom
$415K +$314K +16,166 +725%
Mariner
40
Mariner
Kansas
$353K – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$349K -$205K -10,576 -41%
UBS Group
42
UBS Group
Switzerland
$344K +$138K +7,121 +88%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$343K +$160K +8,243 +118%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$328K +$24.5K +1,260 +9%
VHAM
45
Van Hulzen Asset Management
California
$308K -$123K -6,340 -32%
PPW
46
Pasadena Private Wealth
California
$298K – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$281K +$4.47K +230 +2%
TI
48
Trexquant Investment
Connecticut
$280K +$241K +12,428 New
GC
49
Globeflex Capital
California
$277K – – –
MA
50
MKT Advisors
California
$271K – – –
1
2
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BSRR Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2023, worth a combined $187M — up 23% from $152M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BSRR and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 29 added.

The largest buyer was Morgan Stanley, adding an estimated $3.08M. The largest seller was Millennium Management, exiting entirely with an estimated $1.51M sold.

  • 84 institutional investors held Sierra Bancorp (BSRR) as of Q4 2023, down from 85 in Q3 2023.
  • Funds reported $187M of Sierra Bancorp stock for Q4 2023, up 23% quarter-over-quarter.
  • 6 funds opened new Sierra Bancorp positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Sierra Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $3.08M added.
  • The largest Sierra Bancorp seller in Q4 2023 was Millennium Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.