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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.71M
2
PMG
Private Management Group
California
+$1.4M
3
MI
M3F Inc
Utah
+$1.25M
4
FL
Fourthstone LLC
Missouri
+$955K
5
EF
Empowered Funds
Pennsylvania
+$843K

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$2.71M
2
BCM
BHZ Capital Management
California
-$1.97M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$978K
4
PAM
Panagora Asset Management
Massachusetts
-$687K
5
QC
Quadrature Capital
United Kingdom
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$3.06K +$658 +40 +29%
C
77
Covestor
United Kingdom
$2K -$1.19K -72 -42%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$1.48K +$1.43K +87 New
Osaic Holdings
79
Osaic Holdings
Arizona
$915 -$3.72K -226 -81%
LC
80
Lindbrook Capital
California
$815 +$790 +48 New
HNB
81
Huntington National Bank
Ohio
$17 – – –
Comerica Bank
82
Comerica Bank
Texas
$6 +$512K +31,127 New
SCP
83
Seizert Capital Partners
Michigan
– -$2.71M -157,570 Closed
BCM
84
BHZ Capital Management
California
– -$1.97M -114,481 Closed
PAM
85
Panagora Asset Management
Massachusetts
– -$687K -39,918 Closed
QC
86
Quadrature Capital
United Kingdom
– -$278K -16,155 Closed
RWA
87
Redmont Wealth Advisors
Illinois
– -$232K -13,464 Closed
GCP
88
GSA Capital Partners
United Kingdom
– -$178K -10,343 Closed
AAS
89
Ameritas Advisory Services
Nebraska
– -$41.9K -2,619 Closed
GCM
90
Gladius Capital Management
Illinois
– -$6.56K -381 Closed
EWA
91
EverSource Wealth Advisors
Alabama
– -$6.18K -359 Closed
CAL
92
Capital Advisors Ltd
Ohio
– +$280 +17 +155%
1 2 3
4

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.