Sierra Bancorp
BSRR
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.
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: 84 → 90 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$725K |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$664K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$442K |
| 4 |
Jane Street
New York
|
+$314K |
| 5 |
Goldman Sachs
New York
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
Integris Wealth Management
Monterey,
California
|
-$1.09M |
| 2 |
JP Morgan Chase
New York
|
-$512K |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$368K |
| 4 |
Morgan Stanley
New York
|
-$225K |
| 5 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
-$220K |
BSRR Hedge Fund Activity: Q2 2024 in Review
90 of the 6,935 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.