Oak Valley Bancorp
OVLY
12 hedge funds and large institutions have $6.1M invested in Oak Valley Bancorp in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
3% less capital invested
Capital invested by funds: $6.31M → $6.1M (-$211K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.1K |
| 2 |
MCM
Maltese Capital Management
New York
|
+$22.1K |
| 3 |
AIG
American International Group
New York
|
+$20.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$16K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$116K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFC
1
Banc Funds Company
Chicago,
Illinois
| $4.3M | – | – | – |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $662K | +$8.04K | +800 | +1% |
|
|
MCM
3
Maltese Capital Management
New York
| $641K | +$22.1K | +2,200 | +4% |
|
|
MAA
4
Mraz Amerine & Associates
Modesto,
California
| $251K | – | – | – |
|
5
Wells Fargo
San Francisco,
California
| $155K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | +$25.1K | +2,500 | New |
|
|
AIG
7
American International Group
New York
| $19.7K | +$20.1K | +2,000 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $19K | -$2K | -199 | -10% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $16K | +$16K | +1,589 | +158,900% |
|
|
BIM
10
BlackRock Investment Management
Wilmington,
Delaware
| $6K | – | – | – |
|
11
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
UCFA
12
United Capital Financial Advisors
Irving,
Texas
| – | -$116K | -11,435 | Closed |
|
OVLY Hedge Fund Activity: Q1 2015 in Review
12 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2015, worth a combined $6.1M — down 3.3% from $6.31M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVLY positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $25.1K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $116K sold.
- 12 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2015, up from 11 in Q4 2014.
- Funds reported $6.1M of Oak Valley Bancorp stock for Q1 2015, down 3.3% quarter-over-quarter.
- 2 funds opened new Oak Valley Bancorp positions in Q1 2015 and 1 closed out, a net change of +1 holder.
- The largest Oak Valley Bancorp buyer in Q1 2015 was Royal Bank of Canada, an estimated $25.1K added.
- The largest Oak Valley Bancorp seller in Q1 2015 was United Capital Financial Advisors, an estimated $116K sold.
Based on aggregated 13F filings for Q1 2015.