Oak Valley Bancorp
OVLY
56 hedge funds and large institutions have $65.9M invested in Oak Valley Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
4% more funds holding
Funds holding: 54 → 56 (+2)
4% more capital invested
Capital invested by funds: $63.5M → $65.9M (+$2.37M)
0.64% more ownership
Funds ownership: 30.92% → 31.56% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$3.42M |
| 2 |
BlackRock
New York
|
+$1.35M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$208K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$171K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.74M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$773K |
| 3 |
Renaissance Technologies
New York
|
-$128K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$97.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$85.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $4.54K | – | – | – |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.52K | +$3.1K | +130 | +1,182% |
|
|
C
53
Covestor
London,
United Kingdom
| $2K | +$597 | +25 | +45% |
|
|
AAP
54
Arax Advisory Partners
Denver,
Colorado
| $200 | +$191 | +8 | New |
|
|
CSC
55
Caldwell Sutter Capital
Sausalito,
California
| $25 | – | – | – |
|
|
IC
56
Innealta Capital
Austin,
Texas
| $25 | +$24 | +1 | New |
|
|
AIG
57
American International Group
New York
| – | -$82.2K | -3,318 | Closed |
|
|
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$9.37K | -378 | Closed |
|
59
Russell Investments Group
London,
United Kingdom
| – | -$198 | -8 | Closed |
|
OVLY Hedge Fund Activity: Q2 2024 in Review
56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2024, worth a combined $65.9M — up 3.7% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OVLY positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $3.42M. The largest seller was JP Morgan Chase, cutting an estimated $2.74M.
- 56 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $65.9M of Oak Valley Bancorp stock for Q2 2024, up 3.7% quarter-over-quarter.
- 6 funds opened new Oak Valley Bancorp positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest Oak Valley Bancorp buyer in Q2 2024 was Cresset Asset Management, an estimated $3.42M added.
- The largest Oak Valley Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $2.74M sold.
Based on aggregated 13F filings for Q2 2024.