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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
VHAM
51
Van Hulzen Asset Management
California
$224K -$61.3K -3,000 -23%
Deutsche Bank
52
Deutsche Bank
Germany
$215K +$114K +5,560 +137%
Federated Hermes
53
Federated Hermes
Pennsylvania
$205K – – –
Russell Investments Group
54
Russell Investments Group
United Kingdom
$169K +$45.7K +2,237 +42%
MIM
55
MetLife Investment Management
New Jersey
$166K +$15.7K +769 +12%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$161K -$1.45K -71 -1%
CF
57
Corebridge Financial
Texas
$159K +$145K +7,094 New
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$146K +$133K +6,508 New
Wells Fargo
59
Wells Fargo
California
$145K +$18.6K +911 +16%
GC
60
Globeflex Capital
California
$141K -$55.8K -2,727 -30%
UBS Group
61
UBS Group
Switzerland
$123K -$185K -9,047 -62%
BL
62
BFSG LLC
California
$121K – – –
Citigroup
63
Citigroup
New York
$104K +$36.3K +1,774 +62%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$94.3K -$5.21K -255 -6%
Barclays
65
Barclays
United Kingdom
$94.1K -$100K -4,900 -54%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$89K +$8.85K +433 +12%
EC
67
EntryPoint Capital
New York
$86.3K +$78.9K +3,858 New
Lazard Asset Management
68
Lazard Asset Management
New York
$69K +$1.06K +52 +2%
Osaic Holdings
69
Osaic Holdings
Arizona
$66.4K +$266 +13 +0.4%
TRCT
70
Tower Research Capital (TRC)
New York
$63.5K +$58K +2,837 New
SWM
71
Spire Wealth Management
Virginia
$35.7K -$1.84K -90 -5%
AIP
72
Ameritas Investment Partners
Nebraska
$27.8K – – –
WT
73
Whittier Trust
California
$25.9K – – –
Legal & General Group
74
Legal & General Group
United Kingdom
$24.8K – – –
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$21.4K -$8.18K -400 -30%
1 2
3
4

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.