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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
Canada Life
76
Canada Life
Manitoba, Canada
$18K -$266 -13 -2%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$13.2K – – –
AB
78
Amalgamated Bank
New York
$11K – – –
AAP
79
Arax Advisory Partners
Colorado
$6.47K +$5.91K +289 New
T
80
Tidemark
California
$5.33K -$4.87K -238 -50%
IC
81
Innealta Capital
Texas
$4.81K +$4.4K +215 New
SIC
82
Salem Investment Counselors
North Carolina
$4.7K – – –
NSIM
83
North Star Investment Management
Illinois
$4.03K – – –
SAM
84
Smartleaf Asset Management
Massachusetts
$3.33K +$3.23K +158 New
LC
85
Lindbrook Capital
California
$1.07K – – –
CAL
86
Capital Advisors Ltd
Ohio
$1K – – –
C
87
Covestor
United Kingdom
$1K +$266 +13 +57%
PMAM
88
Picton Mahoney Asset Management
Ontario, Canada
$1K +$450 +22 New
FFA
89
Farther Finance Advisors
California
$22 – – –
HNB
90
Huntington National Bank
Ohio
$22 – – –
IWM
91
Integris Wealth Management
California
– -$1.09M -54,130 Closed
CCIA
92
Campbell & Co Investment Adviser
Maryland
– -$220K -10,891 Closed
AIG
93
American International Group
New York
– -$134K -6,643 Closed
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
– -$94K -4,681 Closed
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
– -$15.5K -769 Closed
AWM
96
Avior Wealth Management
Nebraska
– -$40 -2 Closed
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.