Oak Valley Bancorp
OVLY
31 hedge funds and large institutions have $35.5M invested in Oak Valley Bancorp in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
19% more funds holding
Funds holding: 26 → 31 (+5)
1% more capital invested
Capital invested by funds: $35.3M → $35.5M (+$253K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.76% less ownership
Funds ownership: 24.82% → 24.06% (-0.76%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$458K |
| 2 |
Goldman Sachs
New York
|
+$202K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$188K |
| 4 |
Millennium Management
New York
|
+$49.4K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.05M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$766K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$488K |
| 4 |
Renaissance Technologies
New York
|
-$93K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$36.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $97K | -$29.1K | -1,609 | -23% |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $18K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $4K | +$3.54K | +196 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.03K | +57 | New |
|
|
31
AllianceBernstein
Nashville,
Tennessee
| – | -$766K | -44,552 | Closed |
|
OVLY Hedge Fund Activity: Q3 2022 in Review
31 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2022, worth a combined $35.5M — up 0.72% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OVLY positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 10 trimmed.
The largest buyer was HRT Financial, opening a new position worth an estimated $458K. The largest seller was M3F Inc, cutting an estimated $1.05M.
- 31 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2022, up from 26 in Q2 2022.
- Funds reported $35.5M of Oak Valley Bancorp stock for Q3 2022, up 0.72% quarter-over-quarter.
- 6 funds opened new Oak Valley Bancorp positions in Q3 2022 and 1 closed out, a net change of +5 holders.
- The largest Oak Valley Bancorp buyer in Q3 2022 was HRT Financial, an estimated $458K added.
- The largest Oak Valley Bancorp seller in Q3 2022 was M3F Inc, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2022.