Oak Valley Bancorp
OVLY
29 hedge funds and large institutions have $40.1M invested in Oak Valley Bancorp in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
7% more capital invested
Capital invested by funds: $37.6M → $40.1M (+$2.48M)
0.14% more ownership
Funds ownership: 26.24% → 26.37% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 33 → 29 (-4)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$605K |
| 2 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$233K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$142K |
| 4 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$127K |
| 5 |
State Street
Boston,
Massachusetts
|
+$36.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$423K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$180K |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$93K |
| 4 |
Renaissance Technologies
New York
|
-$63.7K |
| 5 |
BlackRock
New York
|
-$40.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $32K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $19K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $1K | -$22.7K | -1,233 | -94% |
|
|
FL
29
Fourthstone LLC
St Louis,
Missouri
| – | -$423K | -24,284 | Closed |
|
|
ICM
30
Invenomic Capital Management
Boston,
Massachusetts
| – | -$93K | -5,329 | Closed |
|
31
JP Morgan Chase
New York
| – | -$14.8K | -806 | -99% |
|
32
Optiver Holding
Amsterdam,
Netherlands
| – | -$12K | -672 | Closed |
|
OVLY Hedge Fund Activity: Q1 2022 in Review
29 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2022, worth a combined $40.1M — up 6.6% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OVLY and 0 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 7 added.
The largest buyer was Fidelity Investments, adding an estimated $605K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $423K sold.
- 29 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2022, down from 33 in Q4 2021.
- Funds reported $40.1M of Oak Valley Bancorp stock for Q1 2022, up 6.6% quarter-over-quarter.
- 0 funds opened new Oak Valley Bancorp positions in Q1 2022 and 4 closed out, a net change of -4 holders.
- The largest Oak Valley Bancorp buyer in Q1 2022 was Fidelity Investments, an estimated $605K added.
- The largest Oak Valley Bancorp seller in Q1 2022 was Fourthstone LLC, an estimated $423K sold.
Based on aggregated 13F filings for Q1 2022.