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Oak Valley Bancorp

56 hedge funds and large institutions have $65.9M invested in Oak Valley Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 5456 (+2)

4% more capital invested

Capital invested by funds: $63.5M → $65.9M (+$2.37M)

0.64% more ownership

Funds ownership: 30.92%31.56% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
25
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$264K -$49.5K -2,072 -16%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$249K -$3.22K -135 -1%
UBS Group
28
UBS Group
Switzerland
$230K -$85.3K -3,574 -28%
N
29
Nuveen
North Carolina
$217K -$27.8K -1,165 -12%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$212K
MAA
31
Mraz Amerine & Associates
California
$208K
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$180K +$5.37K +225 +3%
Wells Fargo
33
Wells Fargo
California
$175K +$14.7K +616 +10%
Bank of America
34
Bank of America
North Carolina
$173K +$84.1K +3,523 +104%
Barclays
35
Barclays
United Kingdom
$172K -$5.04K -211 -3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$129K +$11.7K +491 +10%
JP Morgan Chase
37
JP Morgan Chase
New York
$120K -$2.74M -114,929 -96%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$101K +$48 +2 +0%
MIM
39
MetLife Investment Management
New Jersey
$100K +$9.02K +378 +10%
CF
40
Corebridge Financial
Texas
$91.5K +$87.5K +3,666 New
Mirae Asset Global ETFs Holdings
41
Mirae Asset Global ETFs Holdings
Hong Kong
$81.3K +$77.7K +3,254 New
TRCT
42
Tower Research Capital (TRC)
New York
$46.3K +$37.3K +1,561 +533%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$44K +$477 +20 +1%
Citigroup
44
Citigroup
New York
$43.9K +$9.48K +397 +29%
AF
45
Allworth Financial
California
$26.9K
Legal & General Group
46
Legal & General Group
United Kingdom
$15.8K
AIP
47
Ameritas Investment Partners
Nebraska
$13.9K
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$12.3K -$4.37K -183 -27%
AB
49
Amalgamated Bank
New York
$6K
PMAM
50
Picton Mahoney Asset Management
Ontario, Canada
$5K +$5.01K +210 New

OVLY Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2024, worth a combined $65.9M — up 3.7% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OVLY positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $3.42M. The largest seller was JP Morgan Chase, cutting an estimated $2.74M.

  • 56 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $65.9M of Oak Valley Bancorp stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 6 funds opened new Oak Valley Bancorp positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Oak Valley Bancorp buyer in Q2 2024 was Cresset Asset Management, an estimated $3.42M added.
  • The largest Oak Valley Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2024.