Oak Valley Bancorp
OVLY
8 hedge funds and large institutions have $5.63M invested in Oak Valley Bancorp in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
49% more capital invested
Capital invested by funds: $3.79M → $5.63M (+$1.84M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$944K |
| 2 |
MCM
Maltese Capital Management
New York
|
+$417K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$60.7K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$241 |
| 5 |
Morgan Stanley
New York
|
+$125 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFC
1
Banc Funds Company
Chicago,
Illinois
| $4.06M | +$944K | +97,845 | +29% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $624K | – | – | – |
|
|
MCM
3
Maltese Capital Management
New York
| $565K | +$417K | +43,200 | +257% |
|
4
Wells Fargo
San Francisco,
California
| $181K | – | – | – |
|
|
MAA
5
Mraz Amerine & Associates
Modesto,
California
| $136K | – | – | – |
|
|
6
AllianceBernstein
Nashville,
Tennessee
| $59K | +$60.7K | +6,285 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $1K | +$241 | +25 | +25% |
|
|
U
8
UBS
Zurich,
Switzerland
| – | -$23K | -2,794 | Closed |
|
|
9
Morgan Stanley
New York
| – | +$125 | +13 | New |
|
OVLY Hedge Fund Activity: Q1 2014 in Review
8 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2014, worth a combined $5.63M — up 49% from $3.79M a quarter earlier.
Fund positioning in OVLY was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Banc Funds Company, adding an estimated $944K. The largest seller was UBS, exiting entirely with an estimated $23K sold.
- 8 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $5.63M of Oak Valley Bancorp stock for Q1 2014, up 49% quarter-over-quarter.
- 2 funds opened new Oak Valley Bancorp positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest Oak Valley Bancorp buyer in Q1 2014 was Banc Funds Company, an estimated $944K added.
- The largest Oak Valley Bancorp seller in Q1 2014 was UBS, an estimated $23K sold.
Based on aggregated 13F filings for Q1 2014.