Oak Valley Bancorp
OVLY
53 hedge funds and large institutions have $57.2M invested in Oak Valley Bancorp in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
26% more funds holding
Funds holding: 42 → 53 (+11)
15% more capital invested
Capital invested by funds: $49.9M → $57.2M (+$7.3M)
1.95% more ownership
Funds ownership: 25.45% → 27.4% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.8M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.59M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.29M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.02M |
| 5 |
Renaissance Technologies
New York
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$7.55M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$881K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$741K |
| 5 |
Millennium Management
New York
|
-$711K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $10.6K | -$39.8K | -1,637 | -80% |
|
|
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
| $9.52K | +$9.19K | +378 | New |
|
|
CSC
53
Caldwell Sutter Capital
Sausalito,
California
| $25 | – | – | – |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$881K | -37,246 | Closed |
|
|
BCM
55
BHZ Capital Management
San Jose,
California
| – | -$401K | -16,948 | Closed |
|
56
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$309K | -13,062 | Closed |
|
|
HF
57
HRT Financial
New York
| – | -$281K | -11,902 | Closed |
|
|
SI
58
Stephens Inc
Little Rock,
Arkansas
| – | -$207K | -8,762 | Closed |
|
OVLY Hedge Fund Activity: Q2 2023 in Review
53 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2023, worth a combined $57.2M — up 15% from $49.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OVLY positions and 5 closed out — a net gain of 11 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock, adding an estimated $6.8M. The largest seller was Fourthstone LLC, cutting an estimated $7.55M.
- 53 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2023, up from 42 in Q1 2023.
- Funds reported $57.2M of Oak Valley Bancorp stock for Q2 2023, up 15% quarter-over-quarter.
- 16 funds opened new Oak Valley Bancorp positions in Q2 2023 and 5 closed out, a net change of +11 holders.
- The largest Oak Valley Bancorp buyer in Q2 2023 was BlackRock, an estimated $6.8M added.
- The largest Oak Valley Bancorp seller in Q2 2023 was Fourthstone LLC, an estimated $7.55M sold.
Based on aggregated 13F filings for Q2 2023.