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Oak Valley Bancorp

57 hedge funds and large institutions have $71M invested in Oak Valley Bancorp in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $65.9M → $71M (+$5.1M)

2% more funds holding

Funds holding: 5657 (+1)

0.39% more ownership

Funds ownership: 31.56%31.95% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
26
Fourthstone LLC
Missouri
$295K +$289K +11,110 New
JP Morgan Chase
27
JP Morgan Chase
New York
$286K +$155K +5,945 +124%
Two Sigma Investments
28
Two Sigma Investments
New York
$278K -$11.5K -442 -4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$247K -$17.8K -686 -7%
UBS Group
30
UBS Group
Switzerland
$246K +$1.4K +54 +0.6%
N
31
Nuveen
North Carolina
$231K
HSBC Holdings
32
HSBC Holdings
United Kingdom
$230K +$222K +8,527 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$223K -$2.6K -100 -1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$215K +$23.1K +889 +12%
Bank of America
35
Bank of America
North Carolina
$214K +$29.4K +1,132 +16%
Wells Fargo
36
Wells Fargo
California
$189K +$3.48K +134 +2%
Citigroup
37
Citigroup
New York
$139K +$90.5K +3,483 +198%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$137K -$416 -16 -0.3%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$108K
MIM
40
MetLife Investment Management
New Jersey
$107K
Mirae Asset Global ETFs Holdings
41
Mirae Asset Global ETFs Holdings
Hong Kong
$100K +$13.6K +522 +16%
CF
42
Corebridge Financial
Texas
$96.8K -$572 -22 -0.6%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$48K +$1.17K +45 +3%
AF
44
Allworth Financial
California
$26.8K
Legal & General Group
45
Legal & General Group
United Kingdom
$16.8K
AIP
46
Ameritas Investment Partners
Nebraska
$14.8K
TRCT
47
Tower Research Capital (TRC)
New York
$13.8K -$34.7K -1,335 -72%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$13.1K
AB
49
Amalgamated Bank
New York
$6K
PS
50
Principal Securities
Iowa
$4.6K -$234 -9 -5%

OVLY Hedge Fund Activity: Q3 2024 in Review

57 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2024, worth a combined $71M — up 7.7% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OVLY positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $913K. The largest seller was Banc Funds Company, cutting an estimated $746K.

  • 57 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $71M of Oak Valley Bancorp stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 9 funds opened new Oak Valley Bancorp positions in Q3 2024 and 8 closed out, a net change of +1 holder.
  • The largest Oak Valley Bancorp buyer in Q3 2024 was BlackRock, an estimated $913K added.
  • The largest Oak Valley Bancorp seller in Q3 2024 was Banc Funds Company, an estimated $746K sold.

Based on aggregated 13F filings for Q3 2024.