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Sierra Bancorp

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: 8490 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$30.4M +$161K +7,852 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.1M -$213K -10,400 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16M +$725K +35,476 +5%
PMG
4
Private Management Group
California
$14.7M +$154K +7,515 +1%
BFC
5
Banc Funds Company
Illinois
$9.63M -$129K -6,318 -1%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.17M -$40.5K -1,979 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$7.97M +$150K +7,314 +2%
State Street
8
State Street
Massachusetts
$6.94M -$81.2K -3,969 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.68M +$161K +7,883 +3%
Northern Trust
10
Northern Trust
Illinois
$4.85M -$90.1K -4,405 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.67M -$87.9K -4,300 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.87M +$442K +21,614 +14%
FP
13
Foundry Partners
Minnesota
$3.32M -$39.4K -1,925 -1%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$3.16M +$20.9K +1,020 +0.7%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.84M
BCM
16
Bridgeway Capital Management
Texas
$2.78M +$103K +5,040 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.67M +$72.2K +3,531 +3%
Morgan Stanley
18
Morgan Stanley
New York
$2.64M -$225K -11,012 -9%
American Century Companies
19
American Century Companies
Missouri
$2.54M +$307 +15 +0%
Goldman Sachs
20
Goldman Sachs
New York
$2.21M +$310K +15,158 +18%
EF
21
Empowered Funds
Pennsylvania
$1.59M +$103K +5,040 +8%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.34M -$368K -17,980 -23%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.05M -$512K -25,052 -35%
First Trust Advisors
24
First Trust Advisors
Illinois
$926K +$83.4K +4,080 +11%
MA
25
Mutual Advisors
Nebraska
$886K -$186K -9,092 -23%

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.