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Sierra Bancorp
BSRR

84 hedge funds and large institutions have $161M invested in Sierra Bancorp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 84 → 84 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.51% less ownership

Funds ownership: 56.33% → 53.82% (-2.5%)

14% less capital invested

Capital invested by funds: $187M → $161M (-$26M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
31
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$70K

Top Buyers

1
State Street
State Street
Massachusetts
+$389K
2
Ameriprise
Ameriprise
Minnesota
+$344K
3
FP
Foundry Partners
Minnesota
+$297K
4
Invesco
Invesco
Georgia
+$273K
5
PAM
Panagora Asset Management
Massachusetts
+$218K

Top Sellers

1
FL
Fourthstone LLC
Missouri
-$3.47M
2
Morgan Stanley
Morgan Stanley
New York
-$2.87M
3
BlackRock
BlackRock
New York
-$675K
4
Northern Trust
Northern Trust
Illinois
-$480K
5
Bank of America
Bank of America
North Carolina
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27.3M -$675K -34,277 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.1M -$16.1K -816 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.7M +$115K +5,830 +0.9%
PMG
4
Private Management Group
California
$13.1M -$61K -3,096 -0.5%
BFC
5
Banc Funds Company
Illinois
$8.82M – – –
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M -$171K -8,659 -2%
Ameriprise
7
Ameriprise
Minnesota
$7.04M +$344K +17,470 +5%
State Street
8
State Street
Massachusetts
$6.35M +$389K +19,761 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.87M +$170K +8,609 +3%
Northern Trust
10
Northern Trust
Illinois
$4.47M -$480K -24,392 -10%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.3M -$68.9K -3,500 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.06M -$144K -7,330 -5%
FP
13
Foundry Partners
Minnesota
$3.04M +$297K +15,080 +11%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.83M -$51.2K -2,600 -2%
Morgan Stanley
15
Morgan Stanley
New York
$2.6M -$2.87M -145,841 -53%
LSV Asset Management
16
LSV Asset Management
Illinois
$2.56M – – –
BCM
17
Bridgeway Capital Management
Texas
$2.41M +$96.5K +4,900 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.34M -$112K -5,704 -5%
American Century Companies
19
American Century Companies
Missouri
$2.29M +$20 +1 +0%
Goldman Sachs
20
Goldman Sachs
New York
$1.68M -$23.3K -1,185 -1%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$1.57M +$207K +10,496 +16%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.45M +$177K +8,965 +14%
EF
23
Empowered Funds
Pennsylvania
$1.34M +$96.5K +4,900 +8%
IWM
24
Integris Wealth Management
California
$1.09M – – –
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$870K -$10.6K -540 -1%
1
2 3 4

BSRR Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2024, worth a combined $161M — down 14% from $187M a quarter earlier.

Fund positioning in BSRR was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 31 trimmed.

The largest buyer was State Street, adding an estimated $389K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $3.47M sold.

  • 84 institutional investors held Sierra Bancorp (BSRR) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $161M of Sierra Bancorp stock for Q1 2024, down 14% quarter-over-quarter.
  • 4 funds opened new Sierra Bancorp positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Sierra Bancorp buyer in Q1 2024 was State Street, an estimated $389K added.
  • The largest Sierra Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2024.