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Sierra Bancorp
BSRR

115 hedge funds and large institutions have $231M invested in Sierra Bancorp in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

11% more funds holding

Funds holding: 104 → 115 (+11)

3% less capital invested

Capital invested by funds: $238M → $231M (-$7.7M)

1.67% less ownership

Funds ownership: 57.08% → 55.42% (-1.7%)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.08M
2
Millennium Management
Millennium Management
New York
+$851K
3
JP Morgan Chase
JP Morgan Chase
New York
+$711K
4
Citadel Advisors
Citadel Advisors
Florida
+$654K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$509K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.72M
2
BFC
Banc Funds Company
Illinois
-$4.27M
3
ZIM
Zacks Investment Management
Illinois
-$1.84M
4
PMG
Private Management Group
California
-$1.72M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
MKT Advisors
California
$362K – – –
Two Sigma Advisers
52
Two Sigma Advisers
New York
$362K +$29.9K +1,000 +9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$355K +$2.78K +93 +0.8%
Federated Hermes
54
Federated Hermes
Pennsylvania
$352K +$84.1K +2,810 +30%
Citigroup
55
Citigroup
New York
$313K +$22.4K +749 +7%
SO
56
STRS Ohio
Ohio
$292K – – –
VOYA Investment Management
57
VOYA Investment Management
Georgia
$291K +$301K +10,068 New
Lazard Asset Management
58
Lazard Asset Management
New York
$285K +$61.8K +2,065 +26%
Deutsche Bank
59
Deutsche Bank
Germany
$271K +$139K +4,659 +99%
UBS Group
60
UBS Group
Switzerland
$271K +$53.5K +1,787 +24%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$261K +$270K +9,008 New
XT
62
XTX Topco
Cayman Islands
$242K +$250K +8,358 New
Wells Fargo
63
Wells Fargo
California
$240K +$49.8K +1,664 +25%
MIM
64
MetLife Investment Management
New Jersey
$239K +$25.1K +838 +11%
SEI Investments
65
SEI Investments
Pennsylvania
$222K – – –
Franklin Resources
66
Franklin Resources
California
$220K – – –
Creative Planning
67
Creative Planning
Kansas
$218K +$225K +7,531 New
Mirae Asset Global ETFs Holdings
68
Mirae Asset Global ETFs Holdings
Hong Kong
$215K +$9.1K +304 +4%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$202K +$209K +6,992 New
CF
70
Corebridge Financial
Texas
$187K -$14.6K -489 -7%
GC
71
Globeflex Capital
California
$182K – – –
SG Americas Securities
72
SG Americas Securities
New York
$171K +$29.8K +997 +20%
BL
73
BFSG LLC
California
$139K -$5.98K -200 -4%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$137K +$142K +4,748 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$124K +$1.41K +47 +1%
1 2
3
4 5

BSRR Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2024, worth a combined $231M — down 3.2% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSRR positions and 9 closed out — a net gain of 11 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $2.08M. The largest seller was Ameriprise, cutting an estimated $4.72M.

  • 115 institutional investors held Sierra Bancorp (BSRR) as of Q4 2024, up from 104 in Q3 2024.
  • Funds reported $231M of Sierra Bancorp stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 20 funds opened new Sierra Bancorp positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest Sierra Bancorp buyer in Q4 2024 was BlackRock, an estimated $2.08M added.
  • The largest Sierra Bancorp seller in Q4 2024 was Ameriprise, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2024.