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Oak Valley Bancorp
OVLY

39 hedge funds and large institutions have $28.4M invested in Oak Valley Bancorp in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 36 → 39 (+3)

0.18% more ownership

Funds ownership: 20.48% → 20.66% (+0.18%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

13% less capital invested

Capital invested by funds: $32.9M → $28.4M (-$4.42M)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$388K
2
BlackRock
BlackRock
New York
+$292K
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$219K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$185K
5
UBS Group
UBS Group
Switzerland
+$72.1K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$353K
2
MCM
Maltese Capital Management
New York
-$302K
3
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$179K
4
Northern Trust
Northern Trust
Illinois
-$107K
5
Deutsche Bank
Deutsche Bank
Germany
-$53.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$5.81M -$353K -19,695 -5%
BlackRock
2
BlackRock
New York
$5.58M +$292K +16,247 +5%
SCP
3
Siena Capital Partners
Illinois
$4.75M +$9.17K +511 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.29M +$388K +21,646 +12%
State Street
5
State Street
Massachusetts
$1.81M -$21.2K -1,183 -1%
Northern Trust
6
Northern Trust
Illinois
$1.02M -$107K -5,977 -9%
RHCA
7
Rosenthal Henry Capital Advisors
Indiana
$1.01M -$179K -10,000 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$670K +$8.22K +458 +1%
BCM
9
BHZ Capital Management
California
$542K -$14.9K -832 -3%
Wells Fargo
10
Wells Fargo
California
$518K +$12.8K +713 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$517K +$64.9K +3,616 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$368K -$3.02K -168 -0.8%
MCM
13
Maltese Capital Management
New York
$366K -$302K -16,802 -43%
Charles Schwab
14
Charles Schwab
California
$284K – – –
MAA
15
Mraz Amerine & Associates
California
$239K -$3.16K -176 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$234K – – –
HSBC Holdings
17
HSBC Holdings
United Kingdom
$205K +$219K +12,214 New
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$178K – – –
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$173K +$185K +10,302 New
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$129K – – –
PAM
21
Panagora Asset Management
Massachusetts
$94K – – –
UBS Group
22
UBS Group
Switzerland
$88K +$72.1K +4,017 +323%
Bank of America
23
Bank of America
North Carolina
$81K +$11.8K +660 +16%
AIG
24
American International Group
New York
$72K -$556 -31 -0.7%
AG
25
Advisor Group
Arizona
$70K – – –
1
2

OVLY Hedge Fund Activity: Q3 2019 in Review

39 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2019, worth a combined $28.4M — down 13% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OVLY positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $388K. The largest seller was Banc Funds Company, cutting an estimated $353K.

  • 39 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $28.4M of Oak Valley Bancorp stock for Q3 2019, down 13% quarter-over-quarter.
  • 3 funds opened new Oak Valley Bancorp positions in Q3 2019 and 0 closed out, a net change of +3 holders.
  • The largest Oak Valley Bancorp buyer in Q3 2019 was Vanguard Group, an estimated $388K added.
  • The largest Oak Valley Bancorp seller in Q3 2019 was Banc Funds Company, an estimated $353K sold.

Based on aggregated 13F filings for Q3 2019.