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Sierra Bancorp

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: 104115 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.8M +$2.08M +69,659 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.1M -$112K -3,758 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.7M -$451K -15,086 -2%
PMG
4
Private Management Group
California
$16.9M -$1.72M -57,533 -9%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$96.5K -3,224 -0.8%
State Street
6
State Street
Massachusetts
$9.43M +$145K +4,830 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.57M +$7.03K +235 +0.1%
BFC
8
Banc Funds Company
Illinois
$6.56M -$4.27M -142,552 -39%
Northern Trust
9
Northern Trust
Illinois
$6.03M -$67K -2,238 -1%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.83M -$86.8K -2,900 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$5.74M +$120K +4,002 +2%
Ameriprise
12
Ameriprise
Minnesota
$5.64M -$4.72M -157,827 -45%
FP
13
Foundry Partners
Minnesota
$5.11M -$8.98K -300 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$4.27M +$8.29K +277 +0.2%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$4.06M
Goldman Sachs
16
Goldman Sachs
New York
$3.84M +$471K +15,755 +13%
BCM
17
Bridgeway Capital Management
Texas
$3.81M +$113K +3,767 +3%
American Century Companies
18
American Century Companies
Missouri
$3.67M +$143K +4,794 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.1M -$63.9K -2,135 -2%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.81M -$563K -18,800 -16%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.59M +$711K +23,758 +36%
EF
22
Empowered Funds
Pennsylvania
$2.28M +$113K +3,767 +5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$1.64M +$121K +4,035 +8%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.41M -$135K -4,525 -9%
SBH
25
Segall Bryant & Hamill
Illinois
$1.35M +$212K +7,090 +18%

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.