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Sierra Bancorp
BSRR

90 hedge funds and large institutions have $179M invested in Sierra Bancorp in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $161M → $179M (+$18.5M)

7% more funds holding

Funds holding: 84 → 90 (+6)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.98% more ownership

Funds ownership: 53.82% → 54.8% (+0.98%)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$725K
2
KCM
Kennedy Capital Management
Missouri
+$664K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$442K
4
Jane Street
Jane Street
New York
+$314K
5
Goldman Sachs
Goldman Sachs
New York
+$310K

Top Sellers

Rank Fund Capital Flow
1
IWM
Integris Wealth Management
California
-$1.09M
2
JP Morgan Chase
JP Morgan Chase
New York
-$512K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$368K
4
Morgan Stanley
Morgan Stanley
New York
-$225K
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$850K -$104K -5,100 -12%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$838K +$218K +10,656 +40%
Charles Schwab
28
Charles Schwab
California
$829K +$30.6K +1,499 +4%
N
29
Nuveen
North Carolina
$771K +$30.3K +1,481 +4%
KCM
30
Kennedy Capital Management
Missouri
$727K +$664K +32,484 New
MAM
31
Martingale Asset Management
Massachusetts
$666K +$12.3K +601 +2%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$600K -$4.09K -200 -0.7%
Invesco
33
Invesco
Georgia
$552K +$23.1K +1,129 +5%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$497K -$24.5K -1,200 -5%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$472K +$294K +14,384 +215%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$469K -$3.07K -150 -0.7%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$412K -$123K -5,993 -25%
Two Sigma Investments
38
Two Sigma Investments
New York
$361K -$142K -6,942 -30%
Jane Street
39
Jane Street
New York
$343K +$314K +15,343 New
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$317K +$290K +14,164 New
AllianceBernstein
41
AllianceBernstein
Tennessee
$315K +$26.2K +1,280 +10%
Mariner
42
Mariner
Kansas
$312K -$43K -2,105 -13%
PPW
43
Pasadena Private Wealth
California
$295K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$275K +$19.3K +946 +8%
MA
45
MKT Advisors
California
$273K – – –
PAM
46
Panagora Asset Management
Massachusetts
$268K +$18.5K +904 +8%
Bank of America
47
Bank of America
North Carolina
$262K -$879 -43 -0.4%
GI
48
Gradient Investments
Minnesota
$259K -$102K -5,000 -30%
TI
49
Trexquant Investment
Connecticut
$254K +$232K +11,361 New
SO
50
STRS Ohio
Ohio
$226K +$20.4K +1,000 +11%
1
2
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BSRR Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2024, worth a combined $179M — up 11% from $161M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSRR positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $725K. The largest seller was Integris Wealth Management, exiting entirely with an estimated $1.09M sold.

  • 90 institutional investors held Sierra Bancorp (BSRR) as of Q2 2024, up from 84 in Q1 2024.
  • Funds reported $179M of Sierra Bancorp stock for Q2 2024, up 11% quarter-over-quarter.
  • 12 funds opened new Sierra Bancorp positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Sierra Bancorp buyer in Q2 2024 was Vanguard Group, an estimated $725K added.
  • The largest Sierra Bancorp seller in Q2 2024 was Integris Wealth Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2024.