Oak Valley Bancorp
OVLY
38 hedge funds and large institutions have $29M invested in Oak Valley Bancorp in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
47% more capital invested
Capital invested by funds: $19.7M → $29M (+$9.32M)
3% more funds holding
Funds holding: 37 → 38 (+1)
0.4% more ownership
Funds ownership: 20.88% → 21.27% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$445K |
| 2 |
JP Morgan Chase
New York
|
+$264K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$181K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$123K |
| 5 |
Morgan Stanley
New York
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
-$367K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$183K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$73.8K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$36.1K |
| 5 |
State Street
Boston,
Massachusetts
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $80K | +$22.3K | +1,357 | +39% |
|
27
Barclays
London,
United Kingdom
| $77K | +$8.73K | +532 | +13% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $55K | -$73.8K | -4,493 | -58% |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $53K | -$32.8K | -2,000 | -39% |
|
|
SO
30
STRS Ohio
Columbus,
Ohio
| $33K | – | – | – |
|
31
BNP Paribas Financial Markets
Paris,
France
| $31.5K | +$2.76K | +168 | +10% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
33
Citigroup
New York
| $23K | +$17.7K | +1,080 | +327% |
|
|
AIP
34
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | – | – | – |
|
35
Legal & General Group
London,
United Kingdom
| $8K | – | – | – |
|
36
US Bancorp
Minneapolis,
Minnesota
| $8K | – | – | – |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$3.33K | +203 | +20,300% |
|
|
AIG
38
American International Group
New York
| $66 | -$1.87K | -114 | -3% |
|
OVLY Hedge Fund Activity: Q4 2020 in Review
38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2020, worth a combined $29M — up 47% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OVLY positions and 0 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock, adding an estimated $445K. The largest seller was Rosenthal Henry Capital Advisors, cutting an estimated $367K.
- 38 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2020, up from 37 in Q3 2020.
- Funds reported $29M of Oak Valley Bancorp stock for Q4 2020, up 47% quarter-over-quarter.
- 1 fund opened new Oak Valley Bancorp positions in Q4 2020 and 0 closed out, a net change of +1 holder.
- The largest Oak Valley Bancorp buyer in Q4 2020 was BlackRock, an estimated $445K added.
- The largest Oak Valley Bancorp seller in Q4 2020 was Rosenthal Henry Capital Advisors, an estimated $367K sold.
Based on aggregated 13F filings for Q4 2020.