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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
ACM
101
Aquatic Capital Management
Illinois
$1.88K +$1.95K +65 New
LC
102
Lindbrook Capital
California
$1.76K +$389 +13 +27%
AF
103
Allworth Financial
California
$1.59K +$239 +8 +17%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.33K – – –
S
105
SignatureFD
Georgia
$1.04K +$1.08K +36 New
CAL
106
Capital Advisors Ltd
Ohio
$1K – – –
Russell Investments Group
107
Russell Investments Group
United Kingdom
$810 -$159K -5,300 -99%
RIL
108
Rothschild Investment LLC
Illinois
$723 +$748 +25 New
QCG
109
Quadrant Capital Group
Ohio
$666 – – –
EWA
110
EverSource Wealth Advisors
Alabama
$492 +$509 +17 New
NA
111
Nordwand Advisors
Pennsylvania
$289 – – –
IA
112
IFP Advisors
Florida
$29 +$30 +1 New
SS
113
SBI Securities
Japan
$29 +$30 +1 New
VHAM
114
Van Hulzen Asset Management
California
$29 +$30 +1 New
KCM
115
Kennedy Capital Management
Missouri
– -$938K -32,484 Closed
EI
116
EAM Investors
California
– -$820K -28,385 Closed
Jane Street
117
Jane Street
New York
– -$486K -16,827 Closed
CCIA
118
Campbell & Co Investment Adviser
Maryland
– -$224K -7,755 Closed
Osaic Holdings
119
Osaic Holdings
Arizona
– -$85.6K -2,965 Closed
CFB
120
Cullen/Frost Bankers
Texas
– -$7.65K -265 Closed
CA
121
Continuum Advisory
Idaho
– -$3.69K -117 Closed
AWM
122
Avior Wealth Management
Nebraska
– -$2.86K -99 Closed
CPA
123
Capital Performance Advisors
California
– -$1.96K -68 Closed
C
124
Covestor
United Kingdom
– -$30 -1 -25%
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.