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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.85M |
| 2 |
BlackRock
New York
|
+$1.53M |
| 3 |
Morgan Stanley
New York
|
+$717K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$356K |
| 5 |
Barclays
London,
United Kingdom
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.07M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$370K |
| 3 |
Millennium Management
New York
|
-$262K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$233K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
51
Covestor
London,
United Kingdom
| $1K | -$26 | -1 | -6% |
|
52
Russell Investments Group
London,
United Kingdom
| $539 | +$236 | +9 | +100% |
|
|
CSC
53
Caldwell Sutter Capital
Sausalito,
California
| $30 | – | – | – |
|
|
FL
54
Fourthstone LLC
St Louis,
Missouri
| – | -$1.07M | -42,597 | Closed |
|
|
55
Millennium Management
New York
| – | -$262K | -10,463 | Closed |
|
56
Allspring Global Investments
Charlotte,
North Carolina
| – | -$54.8K | -2,185 | Closed |
|
|
DWA
57
Dorsey Wright & Associates
Pasadena,
California
| – | -$21.8K | -870 | Closed |
|
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.