Oak Valley Bancorp
OVLY
62 hedge funds and large institutions have $79.5M invested in Oak Valley Bancorp in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
12% more capital invested
Capital invested by funds: $71M → $79.5M (+$8.5M)
9% more funds holding
Funds holding: 57 → 62 (+5)
0.55% more ownership
Funds ownership: 31.95% → 32.5% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.69M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$605K |
| 3 |
JP Morgan Chase
New York
|
+$366K |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
+$207K |
| 5 |
Goldman Sachs
New York
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.16M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$359K |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$295K |
| 4 |
Bank of New York Mellon
New York
|
-$151K |
| 5 |
Renaissance Technologies
New York
|
-$145K |
OVLY Hedge Fund Activity: Q4 2024 in Review
62 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2024, worth a combined $79.5M — up 12% from $71M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OVLY positions and 3 closed out — a net gain of 5 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $1.69M. The largest seller was Banc Funds Company, exiting entirely with an estimated $1.16M sold.
- 62 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2024, up from 57 in Q3 2024.
- Funds reported $79.5M of Oak Valley Bancorp stock for Q4 2024, up 12% quarter-over-quarter.
- 8 funds opened new Oak Valley Bancorp positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Oak Valley Bancorp buyer in Q4 2024 was Valmark Advisers, an estimated $1.69M added.
- The largest Oak Valley Bancorp seller in Q4 2024 was Banc Funds Company, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2024.