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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.08M |
| 2 |
BlackRock
New York
|
+$1.35M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.18M |
| 4 |
Bank of New York Mellon
New York
|
+$418K |
| 5 |
Barclays
London,
United Kingdom
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.51M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$667K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$383K |
| 4 |
Two Sigma Investments
New York
|
-$205K |
| 5 |
Two Sigma Advisers
New York
|
-$183K |
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.