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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
SO
51
STRS Ohio
Ohio
$183K -$11.8K -600 -6%
GC
52
Globeflex Capital
California
$182K -$64.2K -3,259 -27%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$147K +$1.28K +65 +0.9%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$135K -$168K -8,520 -56%
AIG
55
American International Group
New York
$134K -$1.12K -57 -0.9%
MIM
56
MetLife Investment Management
New Jersey
$134K – – –
Wells Fargo
57
Wells Fargo
California
$112K +$7.92K +402 +8%
BL
58
BFSG LLC
California
$109K – – –
Russell Investments Group
59
Russell Investments Group
United Kingdom
$108K – – –
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$94K +$92.2K +4,681 New
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.3K -$3.8K -193 -4%
Deutsche Bank
62
Deutsche Bank
Germany
$82.1K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$72K +$118 +6 +0.2%
Lazard Asset Management
64
Lazard Asset Management
New York
$61K +$18.8K +957 +46%
Osaic Holdings
65
Osaic Holdings
Arizona
$59.6K +$57.8K +2,934 +16,300%
Citigroup
66
Citigroup
New York
$58.2K +$14K +710 +33%
SWM
67
Spire Wealth Management
Virginia
$34K – – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$27.4K -$17K -864 -39%
AIP
69
Ameritas Investment Partners
Nebraska
$25.1K – – –
WT
70
Whittier Trust
California
$23.4K – – –
Legal & General Group
71
Legal & General Group
United Kingdom
$22.5K – – –
Canada Life
72
Canada Life
Manitoba, Canada
$17K -$985 -50 -6%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$15.5K – – –
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$11.9K – – –
AB
75
Amalgamated Bank
New York
$10K -$14.6K -740 -60%
1 2
3
4

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.