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Oak Valley Bancorp
OVLY

38 hedge funds and large institutions have $29M invested in Oak Valley Bancorp in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

47% more capital invested

Capital invested by funds: $19.7M → $29M (+$9.32M)

3% more funds holding

Funds holding: 37 → 38 (+1)

0.4% more ownership

Funds ownership: 20.88% → 21.27% (+0.4%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
15
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$445K
2
JP Morgan Chase
JP Morgan Chase
New York
+$264K
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$181K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$123K
5
Morgan Stanley
Morgan Stanley
New York
+$103K

Top Sellers

Rank Fund Capital Flow
1
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$367K
2
BFC
Banc Funds Company
Illinois
-$183K
3
TRCT
Tower Research Capital (TRC)
New York
-$73.8K
4
Northern Trust
Northern Trust
Illinois
-$36.1K
5
State Street
State Street
Massachusetts
-$34.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$6.21M +$445K +27,110 +8%
SCP
2
Siena Capital Partners
Illinois
$4.79M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.09M +$11.4K +695 +0.3%
BFC
4
Banc Funds Company
Illinois
$3.96M -$183K -11,125 -4%
State Street
5
State Street
Massachusetts
$1.88M -$34.2K -2,084 -2%
Northern Trust
6
Northern Trust
Illinois
$1.17M -$36.1K -2,198 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$903K +$123K +7,515 +16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$731K +$3.86K +235 +0.5%
Wells Fargo
9
Wells Fargo
California
$594K -$16.1K -980 -3%
BCM
10
BHZ Capital Management
California
$475K – – –
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$460K -$367K -22,340 -45%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$444K +$12K +730 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$364K +$264K +16,096 +277%
PAM
14
Panagora Asset Management
Massachusetts
$353K +$78.2K +4,762 +29%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$301K – – –
Charles Schwab
16
Charles Schwab
California
$281K – – –
MAA
17
Mraz Amerine & Associates
California
$236K – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$219K -$14.9K -909 -6%
Morgan Stanley
19
Morgan Stanley
New York
$203K +$103K +6,257 +106%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$195K -$24.6K -1,500 -11%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$183K +$181K +11,037 New
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$178K – – –
UBS Group
23
UBS Group
Switzerland
$131K +$13.6K +829 +12%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$128K – – –
Bank of America
25
Bank of America
North Carolina
$104K +$27.6K +1,681 +37%
1
2

OVLY Hedge Fund Activity: Q4 2020 in Review

38 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2020, worth a combined $29M — up 47% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new OVLY positions and 0 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $445K. The largest seller was Rosenthal Henry Capital Advisors, cutting an estimated $367K.

  • 38 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2020, up from 37 in Q3 2020.
  • Funds reported $29M of Oak Valley Bancorp stock for Q4 2020, up 47% quarter-over-quarter.
  • 1 fund opened new Oak Valley Bancorp positions in Q4 2020 and 0 closed out, a net change of +1 holder.
  • The largest Oak Valley Bancorp buyer in Q4 2020 was BlackRock, an estimated $445K added.
  • The largest Oak Valley Bancorp seller in Q4 2020 was Rosenthal Henry Capital Advisors, an estimated $367K sold.

Based on aggregated 13F filings for Q4 2020.