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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
25
Closed
7
Calls
$72K
Puts
–
Net Calls
+$72K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.08M
2
BlackRock
BlackRock
New York
+$1.35M
3
FL
Fourthstone LLC
Missouri
+$1.18M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$418K
5
Barclays
Barclays
United Kingdom
+$314K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.51M
2
MI
M3F Inc
Utah
-$667K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$383K
4
Two Sigma Investments
Two Sigma Investments
New York
-$205K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
76
Tidemark
California
$17K +$14.7K +755 New
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$13.3K -$11.7K -600 -50%
SIC
78
Salem Investment Counselors
North Carolina
$4.74K – – –
NSIM
79
North Star Investment Management
Illinois
$4.06K – – –
LC
80
Lindbrook Capital
California
$1.08K – – –
CAL
81
Capital Advisors Ltd
Ohio
$1K – – –
Osaic Holdings
82
Osaic Holdings
Arizona
$405 – – –
FFA
83
Farther Finance Advisors
California
$45 +$39 +2 New
HNB
84
Huntington National Bank
Ohio
$23 – – –
Millennium Management
85
Millennium Management
New York
– -$1.51M -79,756 Closed
MI
86
M3F Inc
Utah
– -$667K -35,199 Closed
EARNEST Partners
87
EARNEST Partners
Georgia
– -$11.4K -600 Closed
Fisher Asset Management
88
Fisher Asset Management
Washington
– -$2.05K -108 Closed
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
– -$1.42K -75 Closed
C
90
Covestor
United Kingdom
– -$1.11K -57 Closed
Allspring Global Investments
91
Allspring Global Investments
North Carolina
– -$1.02K -54 Closed
1 2 3
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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.