Sierra Bancorp
BSRR
83 hedge funds and large institutions have $140M invested in Sierra Bancorp in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
2.74% more ownership
Funds ownership: 52.1% → 54.83% (+2.7%)
2% more capital invested
Capital invested by funds: $136M → $140M (+$3.23M)
0% more funds holding
Funds holding: 83 → 83 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.71M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$1.4M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.25M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$955K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$2.71M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
-$1.97M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$978K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$687K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$278K |
BSRR Hedge Fund Activity: Q2 2023 in Review
83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2023, worth a combined $140M — up 2.4% from $136M a quarter earlier.
Fund positioning in BSRR was balanced in Q2 2023: 9 funds opened new positions, 9 closed out, 31 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock, adding an estimated $3.71M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $2.71M sold.
- 83 institutional investors held Sierra Bancorp (BSRR) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $140M of Sierra Bancorp stock for Q2 2023, up 2.4% quarter-over-quarter.
- 9 funds opened new Sierra Bancorp positions in Q2 2023 and 9 closed out, a net change of 0 holders.
- The largest Sierra Bancorp buyer in Q2 2023 was BlackRock, an estimated $3.71M added.
- The largest Sierra Bancorp seller in Q2 2023 was Seizert Capital Partners, an estimated $2.71M sold.
Based on aggregated 13F filings for Q2 2023.