Oak Valley Bancorp
OVLY
33 hedge funds and large institutions have $48.1M invested in Oak Valley Bancorp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
36% more capital invested
Capital invested by funds: $35.5M → $48.1M (+$12.6M)
6% more funds holding
Funds holding: 31 → 33 (+2)
2.24% more ownership
Funds ownership: 24.06% → 26.3% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.88M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.94M |
| 3 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$735K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$347K |
| 5 |
Morgan Stanley
New York
|
+$87.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.59M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$280K |
| 3 |
Millennium Management
New York
|
-$258K |
| 4 |
HF
HRT Financial
New York
|
-$79.2K |
| 5 |
Renaissance Technologies
New York
|
-$77.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $159K | -$22K | -1,123 | -14% |
|
27
Barclays
London,
United Kingdom
| $142K | -$707 | -36 | -0.6% |
|
|
28
Wells Fargo
San Francisco,
California
| $114K | -$280K | -14,268 | -74% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $39K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $34K | +$25.7K | +1,311 | +669% |
|
|
AF
31
Allworth Financial
Folsom,
California
| $22.8K | – | – | – |
|
32
Dimensional Fund Advisors
Austin,
Texas
| $1.08K | +$41.3K | +2,103 | +5% |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -57 | Closed |
|
OVLY Hedge Fund Activity: Q4 2022 in Review
33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2022, worth a combined $48.1M — up 36% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVLY positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $3.88M. The largest seller was Vanguard Group, cutting an estimated $3.59M.
- 33 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2022, up from 31 in Q3 2022.
- Funds reported $48.1M of Oak Valley Bancorp stock for Q4 2022, up 36% quarter-over-quarter.
- 3 funds opened new Oak Valley Bancorp positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest Oak Valley Bancorp buyer in Q4 2022 was Fourthstone LLC, an estimated $3.88M added.
- The largest Oak Valley Bancorp seller in Q4 2022 was Vanguard Group, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2022.