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Oak Valley Bancorp
OVLY

39 hedge funds and large institutions have $34.4M invested in Oak Valley Bancorp in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $28.4M → $34.4M (+$5.91M)

0.85% more ownership

Funds ownership: 20.66% → 21.5% (+0.85%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$646K
2
Renaissance Technologies
Renaissance Technologies
New York
+$230K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$146K
4
Morgan Stanley
Morgan Stanley
New York
+$125K
5
JP Morgan Chase
JP Morgan Chase
New York
+$119K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$439K
2
MCM
Maltese Capital Management
New York
-$340K
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$205K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.83K
5
TRCT
Tower Research Capital (TRC)
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$96K +$2.32K +131 +3%
AIG
27
American International Group
New York
$83K -$638 -36 -0.8%
AG
28
Advisor Group
Arizona
$81K – – –
MCM
29
Maltese Capital Management
New York
$51K -$340K -19,207 -88%
Deutsche Bank
30
Deutsche Bank
Germany
$51K +$5.79K +327 +14%
SO
31
STRS Ohio
Ohio
$38K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$31.4K +$8.63K +487 +43%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
Citigroup
34
Citigroup
New York
$27K +$7.42K +419 +44%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$20K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$20K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$11K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$10K +$8.54K +482 +1,506%
Canada Life
39
Canada Life
Manitoba, Canada
$1K +$531 +30 New
HSBC Holdings
40
HSBC Holdings
United Kingdom
– -$205K -12,214 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$4K -228 Closed
Federated Hermes
42
Federated Hermes
Pennsylvania
– -$1K -81 Closed
1
2

OVLY Hedge Fund Activity: Q4 2019 in Review

39 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2019, worth a combined $34.4M — up 21% from $28.4M a quarter earlier.

Fund positioning in OVLY was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $646K. The largest seller was Banc Funds Company, cutting an estimated $439K.

  • 39 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $34.4M of Oak Valley Bancorp stock for Q4 2019, up 21% quarter-over-quarter.
  • 3 funds opened new Oak Valley Bancorp positions in Q4 2019 and 3 closed out, a net change of 0 holders.
  • The largest Oak Valley Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $646K added.
  • The largest Oak Valley Bancorp seller in Q4 2019 was Banc Funds Company, an estimated $439K sold.

Based on aggregated 13F filings for Q4 2019.