Oak Valley Bancorp
OVLY
37 hedge funds and large institutions have $30.8M invested in Oak Valley Bancorp in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
0.19% more ownership
Funds ownership: 20.43% → 20.62% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
5% less funds holding
Funds holding: 39 → 37 (-2)
6% less capital invested
Capital invested by funds: $32.8M → $30.8M (-$2.02M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$308K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$289K |
| 3 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
+$237K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$116K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$66.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$338K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$298K |
| 3 |
MCM
Maltese Capital Management
New York
|
-$81.3K |
| 4 |
Barclays
London,
United Kingdom
|
-$50.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $61K | +$26.6K | +1,454 | +77% |
|
27
JP Morgan Chase
New York
| $43K | +$14.2K | +773 | +48% |
|
|
SO
28
STRS Ohio
Columbus,
Ohio
| $36K | – | – | – |
|
29
Citigroup
New York
| $34K | -$806 | -44 | -2% |
|
|
OSAM
30
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $28K | – | – | – |
|
31
Legal & General Group
London,
United Kingdom
| $19K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | – | – | – |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | – | – | – |
|
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$32.8K | -1,788 | -88% |
|
35
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | -$1.03K | -56 | -18% |
|
36
BNP Paribas Financial Markets
Paris,
France
| $4.06K | -$92 | -5 | -2% |
|
|
37
Barclays
London,
United Kingdom
| $3K | -$50.8K | -2,769 | -94% |
|
|
MAM
38
Meeder Asset Management
Dublin,
Ohio
| – | -$10K | -522 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -118 | Closed |
|
OVLY Hedge Fund Activity: Q4 2018 in Review
37 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2018, worth a combined $30.8M — down 6.2% from $32.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OVLY and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was BlackRock, adding an estimated $308K. The largest seller was Banc Funds Company, cutting an estimated $338K.
- 37 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2018, down from 39 in Q3 2018.
- Funds reported $30.8M of Oak Valley Bancorp stock for Q4 2018, down 6.2% quarter-over-quarter.
- 1 fund opened new Oak Valley Bancorp positions in Q4 2018 and 3 closed out, a net change of -2 holders.
- The largest Oak Valley Bancorp buyer in Q4 2018 was BlackRock, an estimated $308K added.
- The largest Oak Valley Bancorp seller in Q4 2018 was Banc Funds Company, an estimated $338K sold.
Based on aggregated 13F filings for Q4 2018.