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Oak Valley Bancorp
OVLY

53 hedge funds and large institutions have $77.2M invested in Oak Valley Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

23% more capital invested

Capital invested by funds: $62.8M → $77.2M (+$14.4M)

0.87% more ownership

Funds ownership: 30.2% → 31.07% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 54 → 53 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
21
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.85M
2
BlackRock
BlackRock
New York
+$1.53M
3
Morgan Stanley
Morgan Stanley
New York
+$717K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$356K
5
Barclays
Barclays
United Kingdom
+$208K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.07M
2
BFC
Banc Funds Company
Illinois
-$370K
3
Millennium Management
Millennium Management
New York
-$262K
4
MI
M3F Inc
Utah
-$233K
5
Citadel Advisors
Citadel Advisors
Florida
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$341K +$17.4K +663 +6%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$340K +$121K +4,616 +68%
CAN
28
Cetera Advisor Networks
California
$302K – – –
N
29
Nuveen
North Carolina
$255K – – –
MAA
30
Mraz Amerine & Associates
California
$250K -$26.6K -1,015 -11%
Bank of America
31
Bank of America
North Carolina
$231K -$66.1K -2,525 -25%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$225K +$196K +7,500 New
Wells Fargo
33
Wells Fargo
California
$212K +$10.8K +411 +6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$199K -$6.91K -264 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$148K +$99.9K +3,817 +338%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$121K – – –
SG Americas Securities
37
SG Americas Securities
New York
$110K +$95.8K +3,661 New
MIM
38
MetLife Investment Management
New Jersey
$109K – – –
AIG
39
American International Group
New York
$100K -$340 -13 -0.4%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$33.2K -$9.87K -377 -25%
AF
42
Allworth Financial
California
$30.2K – – –
Citigroup
43
Citigroup
New York
$29.2K +$25.1K +958 +5,988%
Legal & General Group
44
Legal & General Group
United Kingdom
$19K – – –
AB
45
Amalgamated Bank
New York
$18K -$1.78K -68 -10%
TRCT
46
Tower Research Capital (TRC)
New York
$16.8K -$1.13K -43 -7%
AIP
47
Ameritas Investment Partners
Nebraska
$16.7K – – –
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$11.3K – – –
PS
49
Principal Securities
Iowa
$5.45K +$4.76K +182 New
WTG
50
West Tower Group
Virginia
$3.17K -$785 -30 -22%
1
2
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OVLY Hedge Fund Activity: Q4 2023 in Review

53 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2023, worth a combined $77.2M — up 23% from $62.8M a quarter earlier.

Fund positioning in OVLY was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 21 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.85M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.07M sold.

  • 53 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2023, down from 54 in Q3 2023.
  • Funds reported $77.2M of Oak Valley Bancorp stock for Q4 2023, up 23% quarter-over-quarter.
  • 4 funds opened new Oak Valley Bancorp positions in Q4 2023 and 4 closed out, a net change of 0 holders.
  • The largest Oak Valley Bancorp buyer in Q4 2023 was JP Morgan Chase, an estimated $2.85M added.
  • The largest Oak Valley Bancorp seller in Q4 2023 was Fourthstone LLC, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.