We are live on ! Find out more
OVLY icon

Oak Valley Bancorp

54 hedge funds and large institutions have $62.8M invested in Oak Valley Bancorp in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $57.2M → $62.8M (+$5.6M)

2.8% more ownership

Funds ownership: 27.4%30.2% (+2.8%)

2% more funds holding

Funds holding: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$253K
UBS Group
27
UBS Group
Switzerland
$245K -$5.13K -198 -2%
MAA
28
Mraz Amerine & Associates
California
$235K -$23.3K -900 -9%
Morgan Stanley
29
Morgan Stanley
New York
$218K -$35.1K -1,353 -13%
N
30
Nuveen
North Carolina
$214K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$173K +$9.67K +373 +6%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$169K +$130K +5,002 +286%
Wells Fargo
33
Wells Fargo
California
$167K -$23.3K -901 -12%
JP Morgan Chase
34
JP Morgan Chase
New York
$121K -$20.9K -805 -14%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$102K +$1.43K +55 +1%
Barclays
36
Barclays
United Kingdom
$92.2K -$103K -3,956 -52%
MIM
37
MetLife Investment Management
New Jersey
$91.4K
AIG
38
American International Group
New York
$84.3K +$3.11K +120 +4%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$54.8K +$56.6K +2,185 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$43K
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$37.2K -$19.5K -754 -34%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$28K +$11.1K +428 +61%
AF
43
Allworth Financial
California
$25.3K
DWA
44
Dorsey Wright & Associates
California
$21.8K -$777 -30 -3%
AB
45
Amalgamated Bank
New York
$16K
Legal & General Group
46
Legal & General Group
United Kingdom
$15.9K
TRCT
47
Tower Research Capital (TRC)
New York
$15.2K +$4.82K +186 +44%
AIP
48
Ameritas Investment Partners
Nebraska
$13.9K
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$9.48K
WTG
50
West Tower Group
Virginia
$3.41K +$3.52K +136 New

OVLY Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2023, worth a combined $62.8M — up 9.8% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OVLY positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.51M. The largest seller was Banc Funds Company, cutting an estimated $1.23M.

  • 54 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $62.8M of Oak Valley Bancorp stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 8 funds opened new Oak Valley Bancorp positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Oak Valley Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $6.51M added.
  • The largest Oak Valley Bancorp seller in Q3 2023 was Banc Funds Company, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.