Oak Valley Bancorp
OVLY
39 hedge funds and large institutions have $28.4M invested in Oak Valley Bancorp in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 36 → 39 (+3)
0.18% more ownership
Funds ownership: 20.48% → 20.66% (+0.18%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
13% less capital invested
Capital invested by funds: $32.9M → $28.4M (-$4.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$388K |
| 2 |
BlackRock
New York
|
+$292K |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$219K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$185K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$72.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$353K |
| 2 |
MCM
Maltese Capital Management
New York
|
-$302K |
| 3 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
-$179K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$107K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$53.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $63K | +$62.9K | +3,506 | +1,601% |
|
27
Barclays
London,
United Kingdom
| $58K | -$19.7K | -1,098 | -24% |
|
28
JP Morgan Chase
New York
| $38K | +$6.53K | +364 | +19% |
|
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $37K | -$53.7K | -2,990 | -56% |
|
|
SO
30
STRS Ohio
Columbus,
Ohio
| $33K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
32
BNP Paribas Financial Markets
Paris,
France
| $18.9K | +$431 | +24 | +2% |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | – | – | – |
|
34
Legal & General Group
London,
United Kingdom
| $17K | – | – | – |
|
35
Citigroup
New York
| $16K | -$14.4K | -804 | -46% |
|
|
AIP
36
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | – | – | – |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| $4K | +$2.24K | +125 | +121% |
|
38
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | -$3.1K | -173 | -68% |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$574 | +32 | New |
|
OVLY Hedge Fund Activity: Q3 2019 in Review
39 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2019, worth a combined $28.4M — down 13% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVLY positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Vanguard Group, adding an estimated $388K. The largest seller was Banc Funds Company, cutting an estimated $353K.
- 39 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2019, up from 36 in Q2 2019.
- Funds reported $28.4M of Oak Valley Bancorp stock for Q3 2019, down 13% quarter-over-quarter.
- 3 funds opened new Oak Valley Bancorp positions in Q3 2019 and 0 closed out, a net change of +3 holders.
- The largest Oak Valley Bancorp buyer in Q3 2019 was Vanguard Group, an estimated $388K added.
- The largest Oak Valley Bancorp seller in Q3 2019 was Banc Funds Company, an estimated $353K sold.
Based on aggregated 13F filings for Q3 2019.