We are live on ! Find out more
OVLY icon

Oak Valley Bancorp

33 hedge funds and large institutions have $48.1M invested in Oak Valley Bancorp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

36% more capital invested

Capital invested by funds: $35.5M → $48.1M (+$12.6M)

6% more funds holding

Funds holding: 3133 (+2)

2.24% more ownership

Funds ownership: 24.06%26.3% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Siena Capital Partners
Illinois
$8.12M
BFC
2
Banc Funds Company
Illinois
$6.03M -$76.1K -3,880 -1%
FL
3
Fourthstone LLC
Missouri
$4.48M +$3.88M +197,783 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.03M
RIP
5
Rhino Investment Partners
Pennsylvania
$3.81M +$735K +37,461 +29%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$3.4M +$2.94M +150,000 New
SVBP
7
Strategic Value Bank Partners
Ohio
$3.1M
MI
8
M3F Inc
Utah
$2.86M -$1.12K -57 -0%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2M -$3.59M -183,019 -67%
BCM
10
Bridgeway Capital Management
Texas
$1.51M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.26M +$32.4K +1,651 +3%
Millennium Management
12
Millennium Management
New York
$1.03M -$258K -13,157 -22%
BCM
13
BHZ Capital Management
California
$996K
RC
14
RBF Capital
California
$680K
Renaissance Technologies
15
Renaissance Technologies
New York
$617K -$77.2K -3,931 -13%
BlackRock
16
BlackRock
New York
$615K +$3.04K +155 +0.6%
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$612K
HF
18
HRT Financial
New York
$482K -$79.2K -4,037 -16%
State Street
19
State Street
Massachusetts
$448K +$47.1K +2,400 +14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$400K +$347K +17,680 New
Northern Trust
21
Northern Trust
Illinois
$247K -$55.8K -2,843 -21%
CAN
22
Cetera Advisor Networks
California
$236K
MAA
23
Mraz Amerine & Associates
California
$232K -$19.6K -1,000 -9%
Morgan Stanley
24
Morgan Stanley
New York
$224K +$87.3K +4,447 +82%
Goldman Sachs
25
Goldman Sachs
New York
$203K -$43.5K -2,219 -20%

OVLY Hedge Fund Activity: Q4 2022 in Review

33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2022, worth a combined $48.1M — up 36% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OVLY positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $3.88M. The largest seller was Vanguard Group, cutting an estimated $3.59M.

  • 33 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2022, up from 31 in Q3 2022.
  • Funds reported $48.1M of Oak Valley Bancorp stock for Q4 2022, up 36% quarter-over-quarter.
  • 3 funds opened new Oak Valley Bancorp positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Oak Valley Bancorp buyer in Q4 2022 was Fourthstone LLC, an estimated $3.88M added.
  • The largest Oak Valley Bancorp seller in Q4 2022 was Vanguard Group, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2022.