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Oak Valley Bancorp
OVLY

19 hedge funds and large institutions have $19.3M invested in Oak Valley Bancorp in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $15.5M → $19.3M (+$3.73M)

6% more funds holding

Funds holding: 18 → 19 (+1)

0.37% more ownership

Funds ownership: 13.82% → 14.19% (+0.37%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DM
Delphi Management
Massachusetts
+$284K
2
SCP
Siena Capital Partners
Illinois
+$156K
3
MCM
Maltese Capital Management
New York
+$139K
4
Morgan Stanley
Morgan Stanley
New York
+$27.2K
5
UBS Group
UBS Group
Switzerland
+$7.97K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$74.3K
2
MAA
Mraz Amerine & Associates
California
-$54.7K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$13K
4
TRCT
Tower Research Capital (TRC)
New York
-$6.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$7.93M – – –
SCP
2
Siena Capital Partners
Illinois
$4.96M +$156K +10,042 +4%
MCM
3
Maltese Capital Management
New York
$1.8M +$139K +8,975 +9%
RHCA
4
Rosenthal Henry Capital Advisors
Indiana
$1.26M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.13M – – –
MI
6
M3F Inc
Utah
$650K -$74.3K -4,783 -11%
MAA
7
Mraz Amerine & Associates
California
$379K -$54.7K -3,525 -13%
DM
8
Delphi Management
Massachusetts
$307K +$284K +18,296 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$270K – – –
Wells Fargo
10
Wells Fargo
California
$265K – – –
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K +$7.94K +511 +9%
BlackRock
12
BlackRock
New York
$73K +$6.2K +399 +10%
AG
13
Advisor Group
Arizona
$70K – – –
Morgan Stanley
14
Morgan Stanley
New York
$29K +$27.2K +1,750 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$17K – – –
UBS Group
16
UBS Group
Switzerland
$16K +$7.97K +513 +113%
Federated Hermes
17
Federated Hermes
Pennsylvania
$8K – – –
GBBWRPM
18
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K – – –
Deutsche Bank
19
Deutsche Bank
Germany
$3K +$3.11K +200 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
– -$13K -915 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– -$6.27K -404 Closed

OVLY Hedge Fund Activity: Q3 2017 in Review

19 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2017, worth a combined $19.3M — up 24% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OVLY positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Delphi Management, opening a new position worth an estimated $284K. The largest seller was M3F Inc, cutting an estimated $74.3K.

  • 19 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2017, up from 18 in Q2 2017.
  • Funds reported $19.3M of Oak Valley Bancorp stock for Q3 2017, up 24% quarter-over-quarter.
  • 3 funds opened new Oak Valley Bancorp positions in Q3 2017 and 2 closed out, a net change of +1 holder.
  • The largest Oak Valley Bancorp buyer in Q3 2017 was Delphi Management, an estimated $284K added.
  • The largest Oak Valley Bancorp seller in Q3 2017 was M3F Inc, an estimated $74.3K sold.

Based on aggregated 13F filings for Q3 2017.