Oak Valley Bancorp
OVLY
54 hedge funds and large institutions have $63.5M invested in Oak Valley Bancorp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 53 → 54 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 31.07% → 30.92% (-0.16%)
18% less capital invested
Capital invested by funds: $77.2M → $63.5M (-$13.6M)
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$512K |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$322K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$257K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$173K |
| 5 |
JP Morgan Chase
New York
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$535K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$491K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$407K |
| 4 |
BlackRock
New York
|
-$293K |
| 5 |
Renaissance Technologies
New York
|
-$199K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
51
Covestor
London,
United Kingdom
| $1K | +$968 | +38 | +224% |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $273 | +$280 | +11 | New |
|
53
Russell Investments Group
London,
United Kingdom
| $198 | -$255 | -10 | -56% |
|
|
CSC
54
Caldwell Sutter Capital
Sausalito,
California
| $25 | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$407K | -13,605 | Closed |
|
56
SG Americas Securities
New York
| – | -$110K | -3,661 | Closed |
|
|
WTG
57
West Tower Group
Richmond,
Virginia
| – | -$3.17K | -106 | Closed |
|
OVLY Hedge Fund Activity: Q1 2024 in Review
54 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2024, worth a combined $63.5M — down 18% from $77.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVLY positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $512K. The largest seller was Morgan Stanley, cutting an estimated $535K.
- 54 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2024, up from 53 in Q4 2023.
- Funds reported $63.5M of Oak Valley Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
- 4 funds opened new Oak Valley Bancorp positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest Oak Valley Bancorp buyer in Q1 2024 was Kestra Advisory Services, an estimated $512K added.
- The largest Oak Valley Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $535K sold.
Based on aggregated 13F filings for Q1 2024.