Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sierra Bancorp (BSRR)

115 + Investors. Track Smart Money conviction in BSRR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — BSRR

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BSRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
115 hedge funds hold BSRR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BSRR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

43 buying57 selling
Last quarter: 57 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 19% medium 16% new
75 out of 115 hedge funds have held BSRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 9 → 11 → 14 → 14 new funds/Q
New funds entering each quarter: 9 → 11 → 14 → 14. A growing number of institutions are discovering BSRR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

70% veterans 12% 1-2yr 18% new
Entry-cohort mix of 115 holders: 80 (70%) are 2+ year veterans, 14 entered 1–2 years ago, and 21 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
37 of 115 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in BSRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BSRR

In 2026 Q1, 43 hedge funds were net buyers of BSRR (14 opened a new position, 29 added to an existing one), while 57 reduced or exited (46 trimmed, 11 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in BSRR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: BSRR

How many hedge funds hold BSRR — quarterly history vs. share price
Quarterly hedge fund ownership of BSRR vs. share price

Market Analysis: BSRR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSRR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sierra Bancorp (BSRR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BSRR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
BSRR
+19.8%
XLF
+8.8%

BSRR outperformed XLF by +11.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
BSRR
+9.0%
XLF
+5.1%

Since the filing became public, BSRR outperformed XLF by +3.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BSRR
115 + Investors

Track Smart Money conviction in BSRR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 115 112 2.68%
13F Shares 8M 8M 0.57%
Total Value $248M $245M 1.15%
New Positions 14 14 -
Increased Positions 29 35 -6
Closed Positions 11 8 +3
Reduced Positions 46 40 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSRR

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Institutional Holders (2026 Q1)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSRR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BSRR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banc Funds Co LLC 0.72% 113,255 $3.8M
2 Private Management Group Inc 0.51% 524,224 $17.8M
3 Basswood Capital Management, L.L.C. 0.22% 139,676 $4.7M
4 MKT Advisors LLC 0.14% 12,320 $426K
5 Bridgeway Capital Management, LLC 0.09% 129,232 $4.4M
6 Pasadena Private Wealth, LLC 0.06% 13,200 $448K
7 Integrated Quantitative Investments LLC 0.05% 8,265 $280K
8 Empowered Funds, LLC 0.02% 76,232 $2.6M
9 Mutual Advisors, LLC 0.02% 20,951 $711K
10 Bfsg, LLC 0.01% 4,530 $154K
11 Martingale Asset Management L P 0.01% 14,855 $504K
12 Hotchkis & Wiley Capital Management LLC 0.01% 107,359 $3.6M
13 Occudo Quantitative Strategies LP 0.01% 5,576 $201K
14 Manufacturers Life Insurance Company, the 0.01% 359,946 $12.2M
15 Renaissance Technologies LLC 0.01% 180,847 $6.1M
16 Susquehanna Fundamental Investments, LLC 0.01% 6,097 $207K
17 Trexquant Investment LP 0.01% 28,977 $983K
18 Panagora Asset Management Inc 0.01% 48,021 $1.6M
19 Janus Henderson Group plc 0.01% 344,133 $11.7M
20 American Century Companies Inc 0.01% 301,865 $10.2M
21 Gradient Investments LLC 0.00% 6,560 $223K
22 Connor, Clark & Lunn Investment Management Ltd. 0.00% 35,497 $1.2M
23 Jacobs Levy Equity Management, Inc 0.00% 18,419 $625K
24 Federated Hermes, INC. 0.00% 42,926 $1.5M
25 Pinnacle Wealth Planning Services, Inc. 0.00% 652 $22K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sierra Bancorp (BSRR)

What does the Smart Money Trend signal show for BSRR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BSRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BSRR?

More sellers than buyers — 43% buying: Last quarter: 57 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSRR holders?

Elite ownership — 49% AUM from top-100 funds: 37 of 115 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in BSRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BSRR?

65% of holders stayed for 2+ years: 75 out of 115 hedge funds have held BSRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sierra Bancorp (BSRR) following the 2026 Q1 hedge fund 13F filings?

As of today, BSRR has moved +9.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), BSRR has gained +19.8% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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