Oak Valley Bancorp
OVLY
36 hedge funds and large institutions have $32.9M invested in Oak Valley Bancorp in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $29.7M → $32.9M (+$3.12M)
0% more funds holding
Funds holding: 36 → 36 (0)
0.09% less ownership
Funds ownership: 20.57% → 20.48% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$166K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$140K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$127K |
| 4 |
BlackRock
New York
|
+$56.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$314K |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$156K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$65.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$39.9K |
| 5 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
-$26.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $36K | +$1.44K | +75 | +4% |
|
27
Citigroup
New York
| $35K | +$671 | +35 | +2% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $24K | +$23.8K | +1,243 | New |
|
30
BNP Paribas Financial Markets
Paris,
France
| $21.6K | -$6.94K | -362 | -25% |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | – | – | – |
|
32
Legal & General Group
London,
United Kingdom
| $20K | – | – | – |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $11K | – | – | – |
|
34
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
35
Morgan Stanley
New York
| $4K | -$17.4K | -909 | -81% |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| $2K | +$1.98K | +103 | New |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -106 | Closed |
|
OVLY Hedge Fund Activity: Q2 2019 in Review
36 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2019, worth a combined $32.9M — up 10% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVLY positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was State Street, adding an estimated $166K. The largest seller was Maltese Capital Management, cutting an estimated $314K.
- 36 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $32.9M of Oak Valley Bancorp stock for Q2 2019, up 10% quarter-over-quarter.
- 2 funds opened new Oak Valley Bancorp positions in Q2 2019 and 1 closed out, a net change of +1 holder.
- The largest Oak Valley Bancorp buyer in Q2 2019 was State Street, an estimated $166K added.
- The largest Oak Valley Bancorp seller in Q2 2019 was Maltese Capital Management, an estimated $314K sold.
Based on aggregated 13F filings for Q2 2019.