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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
33
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
Zacks Investment Management
Illinois
+$2.71M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$818K
4
FP
Foundry Partners
Minnesota
+$792K
5
EI
EAM Investors
California
+$789K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$1.7M
2
Invesco
Invesco
Georgia
-$552K
3
PMG
Private Management Group
California
-$439K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$373K
5
Two Sigma Investments
Two Sigma Investments
New York
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$39.7M +$410K +14,770 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.2M -$241K -8,679 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M +$463K +16,660 +2%
PMG
4
Private Management Group
California
$18.5M -$439K -15,818 -2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$373K -13,414 -3%
BFC
6
Banc Funds Company
Illinois
$10.7M -$1.7M -61,145 -14%
Ameriprise
7
Ameriprise
Minnesota
$10.2M -$83.5K -3,006 -0.8%
State Street
8
State Street
Massachusetts
$9.28M +$308K +11,095 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.55M -$65.3K -2,351 -0.8%
Northern Trust
10
Northern Trust
Illinois
$6.09M -$170K -6,108 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.91M -$108K -3,900 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$5.62M +$599K +21,558 +12%
FP
13
Foundry Partners
Minnesota
$5.11M +$792K +28,495 +19%
Morgan Stanley
14
Morgan Stanley
New York
$4.25M +$818K +29,429 +25%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$4.05M -$25K -900 -0.6%
BCM
16
Bridgeway Capital Management
Texas
$3.7M +$104K +3,752 +3%
American Century Companies
17
American Century Companies
Missouri
$3.53M +$240K +8,630 +8%
Goldman Sachs
18
Goldman Sachs
New York
$3.38M +$509K +18,324 +19%
LSV Asset Management
19
LSV Asset Management
Illinois
$3.34M -$308K -11,100 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.16M -$283K -10,180 -9%
ZIM
21
Zacks Investment Management
Illinois
$2.82M +$2.71M +97,590 New
EF
22
Empowered Funds
Pennsylvania
$2.17M +$104K +3,752 +5%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.14M +$398K +14,335 +24%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.9M +$529K +19,025 +41%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.53M +$326K +11,751 +28%
1
2 3 4 5

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.