We are live on ! Find out more
BSRR icon

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
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$122K – – –
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$110K – – –
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$101K +$105K +3,500 New
SWM
79
Spire Wealth Management
Virginia
$46.1K – – –
AIP
80
Ameritas Investment Partners
Nebraska
$35.9K – – –
WT
81
Whittier Trust
California
$33.5K – – –
Legal & General Group
82
Legal & General Group
United Kingdom
$32.3K – – –
FMP
83
Financial Management Professionals
Texas
$29.3K – – –
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$27.6K – – –
Canada Life
85
Canada Life
Manitoba, Canada
$22K -$5.66K -189 -20%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$17K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$14.7K -$68.2K -2,279 -82%
AB
88
Amalgamated Bank
New York
$14K – – –
RS
89
R Squared
Hong Kong
$12.1K +$12.6K +420 New
SCM
90
Sterling Capital Management
North Carolina
$12K +$11.1K +370 +804%
FFA
91
Farther Finance Advisors
California
$11K +$11.4K +380 +19,000%
AAP
92
Arax Advisory Partners
Colorado
$8.36K – – –
T
93
Tidemark
California
$6.88K – – –
SIC
94
Salem Investment Counselors
North Carolina
$6.22K +$150 +5 +2%
NSIM
95
North Star Investment Management
Illinois
$5.21K – – –
VCM
96
Versant Capital Management
Arizona
$4.97K +$5.15K +172 New
SAM
97
Smartleaf Asset Management
Massachusetts
$4.92K – – –
VWM
98
Venturi Wealth Management
Texas
$4.45K +$4.61K +154 New
GI
99
GAMMA Investing
California
$3.09K +$2.09K +70 +189%
HNB
100
Huntington National Bank
Ohio
$2.17K -$539 -18 -19%
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.