Sierra Bancorp
BSRR
104 hedge funds and large institutions have $238M invested in Sierra Bancorp in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
33% more capital invested
Capital invested by funds: $179M → $238M (+$59.1M)
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
16% more funds holding
Funds holding: 90 → 104 (+14)
2.28% more ownership
Funds ownership: 54.8% → 57.08% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$2.71M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.1M |
| 3 |
Morgan Stanley
New York
|
+$818K |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$792K |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$789K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$552K |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$439K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$373K |
| 5 |
Two Sigma Investments
New York
|
-$361K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
101
Quadrant Capital Group
Cincinnati,
Ohio
| $665 | +$639 | +23 | New |
|
|
NA
102
Nordwand Advisors
Radnor,
Pennsylvania
| $289 | +$278 | +10 | New |
|
|
FFA
103
Farther Finance Advisors
San Francisco,
California
| $58 | +$28 | +1 | +100% |
|
|
104
Invesco
Atlanta,
Georgia
| – | -$552K | -24,684 | Closed |
|
|
105
Two Sigma Investments
New York
| – | -$361K | -16,148 | Closed |
|
|
GI
106
Gradient Investments
Arden Hills,
Minnesota
| – | -$259K | -11,560 | Closed |
|
|
VHAM
107
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$224K | -10,001 | Closed |
|
|
EC
108
EntryPoint Capital
New York
| – | -$86.3K | -3,858 | Closed |
|
|
IC
109
Innealta Capital
Austin,
Texas
| – | -$4.81K | -215 | Closed |
|
|
C
110
Covestor
London,
United Kingdom
| – | -$889 | -32 | -89% |
|
|
PMAM
111
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -22 | Closed |
|
BSRR Hedge Fund Activity: Q3 2024 in Review
104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2024, worth a combined $238M — up 33% from $179M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BSRR positions and 7 closed out — a net gain of 14 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $2.71M. The largest seller was Banc Funds Company, cutting an estimated $1.7M.
- 104 institutional investors held Sierra Bancorp (BSRR) as of Q3 2024, up from 90 in Q2 2024.
- Funds reported $238M of Sierra Bancorp stock for Q3 2024, up 33% quarter-over-quarter.
- 21 funds opened new Sierra Bancorp positions in Q3 2024 and 7 closed out, a net change of +14 holders.
- The largest Sierra Bancorp buyer in Q3 2024 was Zacks Investment Management, an estimated $2.71M added.
- The largest Sierra Bancorp seller in Q3 2024 was Banc Funds Company, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2024.