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Sierra Bancorp
BSRR

84 hedge funds and large institutions have $161M invested in Sierra Bancorp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 84 → 84 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.51% less ownership

Funds ownership: 56.33% → 53.82% (-2.5%)

14% less capital invested

Capital invested by funds: $187M → $161M (-$26M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
31
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$70K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$389K
2
Ameriprise
Ameriprise
Minnesota
+$344K
3
FP
Foundry Partners
Minnesota
+$297K
4
Invesco
Invesco
Georgia
+$273K
5
PAM
Panagora Asset Management
Massachusetts
+$218K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.47M
2
Morgan Stanley
Morgan Stanley
New York
-$2.87M
3
BlackRock
BlackRock
New York
-$675K
4
Northern Trust
Northern Trust
Illinois
-$480K
5
Bank of America
Bank of America
North Carolina
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$809K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$753K +$18.1K +917 +3%
Charles Schwab
28
Charles Schwab
California
$718K -$31.3K -1,592 -4%
N
29
Nuveen
North Carolina
$666K – – –
MAM
30
Martingale Asset Management
Massachusetts
$589K +$2.01K +102 +0.4%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$545K +$120K +6,100 +29%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$542K – – –
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$493K -$3.8K -193 -0.8%
Invesco
34
Invesco
Georgia
$476K +$273K +13,841 +142%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$473K +$80.7K +4,100 +21%
Two Sigma Investments
36
Two Sigma Investments
New York
$466K +$150K +7,629 +49%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$426K +$9.81K +498 +2%
GI
38
Gradient Investments
Minnesota
$335K -$161K -8,154 -33%
Mariner
39
Mariner
Kansas
$324K +$7.17K +364 +2%
UBS Group
40
UBS Group
Switzerland
$294K -$13.8K -699 -5%
PPW
41
Pasadena Private Wealth
California
$267K – – –
VHAM
42
Van Hulzen Asset Management
California
$263K -$13K -659 -5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$258K +$6.3K +320 +3%
Bank of America
44
Bank of America
North Carolina
$237K -$409K -20,772 -64%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$228K -$64.3K -3,263 -22%
PAM
46
Panagora Asset Management
Massachusetts
$223K +$218K +11,053 New
MA
47
MKT Advisors
California
$223K – – –
CCIA
48
Campbell & Co Investment Adviser
Maryland
$220K +$20.6K +1,045 +11%
Federated Hermes
49
Federated Hermes
Pennsylvania
$185K -$4.35K -221 -2%
Barclays
50
Barclays
United Kingdom
$184K -$183K -9,290 -51%
1
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BSRR Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2024, worth a combined $161M — down 14% from $187M a quarter earlier.

Fund positioning in BSRR was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 31 trimmed.

The largest buyer was State Street, adding an estimated $389K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $3.47M sold.

  • 84 institutional investors held Sierra Bancorp (BSRR) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $161M of Sierra Bancorp stock for Q1 2024, down 14% quarter-over-quarter.
  • 4 funds opened new Sierra Bancorp positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Sierra Bancorp buyer in Q1 2024 was State Street, an estimated $389K added.
  • The largest Sierra Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2024.