Oak Valley Bancorp
OVLY
11 hedge funds and large institutions have $6.31M invested in Oak Valley Bancorp in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2% less capital invested
Capital invested by funds: $6.41M → $6.31M (-$102K)
8% less funds holding
Funds holding: 12 → 11 (-1)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$21.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$125K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$47K |
| 3 |
MCM
Maltese Capital Management
New York
|
-$42.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFC
1
Banc Funds Company
Chicago,
Illinois
| $4.43M | +$21.9K | +2,162 | +0.5% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $677K | – | – | – |
|
|
MCM
3
Maltese Capital Management
New York
| $638K | -$42.5K | -4,200 | -6% |
|
|
MAA
4
Mraz Amerine & Associates
Modesto,
California
| $258K | – | – | – |
|
5
Wells Fargo
San Francisco,
California
| $160K | – | – | – |
|
|
UCFA
6
United Capital Financial Advisors
Irving,
Texas
| $116K | -$125K | -12,334 | -52% |
|
7
UBS Group
Zurich,
Switzerland
| $21K | +$21.2K | +2,089 | New |
|
|
BIM
8
BlackRock Investment Management
Wilmington,
Delaware
| $6K | – | – | – |
|
9
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$47K | -4,723 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$1K | -99 | -99% |
|
OVLY Hedge Fund Activity: Q4 2014 in Review
11 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2014, worth a combined $6.31M — down 1.6% from $6.41M a quarter earlier.
Fund positioning in OVLY was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Banc Funds Company, adding an estimated $21.9K. The largest seller was United Capital Financial Advisors, cutting an estimated $125K.
- 11 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2014, down from 12 in Q3 2014.
- Funds reported $6.31M of Oak Valley Bancorp stock for Q4 2014, down 1.6% quarter-over-quarter.
- 1 fund opened new Oak Valley Bancorp positions in Q4 2014 and 1 closed out, a net change of 0 holders.
- The largest Oak Valley Bancorp buyer in Q4 2014 was Banc Funds Company, an estimated $21.9K added.
- The largest Oak Valley Bancorp seller in Q4 2014 was United Capital Financial Advisors, an estimated $125K sold.
Based on aggregated 13F filings for Q4 2014.