Oak Valley Bancorp
OVLY
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.
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: 53 → 54 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.51M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$631K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$542K |
| 4 |
BlackRock
New York
|
+$533K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.23M |
| 2 |
Millennium Management
New York
|
-$600K |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$433K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$320K |
| 5 |
Goldman Sachs
New York
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $401 | -$51.5K | -1,988 | -99% |
|
52
Russell Investments Group
London,
United Kingdom
| $226 | +$233 | +9 | New |
|
|
CSC
53
Caldwell Sutter Capital
Sausalito,
California
| $25 | – | – | – |
|
|
QC
54
Quadrature Capital
London,
United Kingdom
| – | -$433K | -17,209 | Closed |
|
|
55
Marshall Wace
London,
United Kingdom
| – | -$320K | -12,715 | Closed |
|
|
56
Goldman Sachs
New York
| – | -$311K | -12,329 | Closed |
|
|
SFI
57
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$276K | -10,970 | Closed |
|
58
Jane Street
New York
| – | -$226K | -8,987 | Closed |
|
59
Acadian Asset Management
Boston,
Massachusetts
| – | -$23K | -926 | Closed |
|
|
C
60
Covestor
London,
United Kingdom
| – | +$466 | +18 | 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.