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Oak Valley Bancorp

29 hedge funds and large institutions have $40.1M invested in Oak Valley Bancorp in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $37.6M → $40.1M (+$2.48M)

0.14% more ownership

Funds ownership: 26.24%26.37% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 3329 (-4)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Siena Capital Partners
Illinois
$6.62M
BFC
2
Banc Funds Company
Illinois
$5.48M -$180K -9,787 -3%
MI
3
M3F Inc
Utah
$5.35M -$2.87K -156 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.49M +$142K +7,730 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.28M +$605K +32,936 +23%
SVBP
6
Strategic Value Bank Partners
Ohio
$2.53M +$233K +12,699 +10%
RIP
7
Rhino Investment Partners
Pennsylvania
$2.41M +$127K +6,931 +6%
BCM
8
Bridgeway Capital Management
Texas
$1.23M
Millennium Management
9
Millennium Management
New York
$1.07M -$38.2K -2,076 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$869K -$4.01K -218 -0.5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$839K
AllianceBernstein
12
AllianceBernstein
Tennessee
$822K
BCM
13
BHZ Capital Management
California
$798K +$25.7K +1,400 +3%
Renaissance Technologies
14
Renaissance Technologies
New York
$722K -$63.7K -3,466 -8%
BlackRock
15
BlackRock
New York
$607K -$40.7K -2,212 -6%
RC
16
RBF Capital
California
$555K
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$531K
Wells Fargo
18
Wells Fargo
California
$357K
State Street
19
State Street
Massachusetts
$321K +$36.2K +1,970 +13%
Northern Trust
20
Northern Trust
Illinois
$258K
MAA
21
Mraz Amerine & Associates
California
$231K
Morgan Stanley
22
Morgan Stanley
New York
$225K -$31K -1,685 -12%
Goldman Sachs
23
Goldman Sachs
New York
$190K -$20.8K -1,131 -10%
UBS Group
24
UBS Group
Switzerland
$147K +$11.5K +624 +9%
Barclays
25
Barclays
United Kingdom
$120K

OVLY Hedge Fund Activity: Q1 2022 in Review

29 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2022, worth a combined $40.1M — up 6.6% from $37.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OVLY and 0 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Fidelity Investments, adding an estimated $605K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $423K sold.

  • 29 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2022, down from 33 in Q4 2021.
  • Funds reported $40.1M of Oak Valley Bancorp stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 0 funds opened new Oak Valley Bancorp positions in Q1 2022 and 4 closed out, a net change of -4 holders.
  • The largest Oak Valley Bancorp buyer in Q1 2022 was Fidelity Investments, an estimated $605K added.
  • The largest Oak Valley Bancorp seller in Q1 2022 was Fourthstone LLC, an estimated $423K sold.

Based on aggregated 13F filings for Q1 2022.