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Oak Valley Bancorp

42 hedge funds and large institutions have $49.9M invested in Oak Valley Bancorp in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

27% more funds holding

Funds holding: 3342 (+9)

4% more capital invested

Capital invested by funds: $48.1M → $49.9M (+$1.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.85% less ownership

Funds ownership: 26.3%25.45% (-0.85%)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
18
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Siena Capital Partners
Illinois
$8.48M
FL
2
Fourthstone LLC
Missouri
$7.78M +$3.33M +131,248 +66%
BFC
3
Banc Funds Company
Illinois
$5.12M -$1.26M -49,743 -19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.3M +$101K +4,000 +2%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$3.55M
MI
6
M3F Inc
Utah
$3.18M +$203K +7,995 +6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.17M +$88.7K +3,500 +4%
BCM
8
Bridgeway Capital Management
Texas
$1.91M +$357K +14,070 +21%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.62M +$533K +21,028 +44%
Millennium Management
10
Millennium Management
New York
$1.49M +$444K +17,525 +39%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.46M +$144K +5,665 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$881K +$496K +19,566 +111%
BlackRock
13
BlackRock
New York
$717K +$80.3K +3,166 +12%
RC
14
RBF Capital
California
$710K
Jane Street
15
Jane Street
New York
$664K +$712K +28,062 New
SFI
16
Susquehanna Fundamental Investments
Pennsylvania
$510K -$138K -5,456 -20%
State Street
17
State Street
Massachusetts
$489K +$22.8K +900 +5%
Morgan Stanley
18
Morgan Stanley
New York
$476K +$259K +10,218 +103%
Goldman Sachs
19
Goldman Sachs
New York
$471K +$277K +10,924 +122%
BCM
20
BHZ Capital Management
California
$401K -$685K -27,024 -61%
American Century Companies
21
American Century Companies
Missouri
$337K +$365K +14,377 New
Renaissance Technologies
22
Renaissance Technologies
New York
$314K -$354K -13,966 -51%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$309K +$331K +13,062 New
JP Morgan Chase
24
JP Morgan Chase
New York
$288K +$309K +12,180 +101,500%
Northern Trust
25
Northern Trust
Illinois
$283K +$27.2K +1,073 +10%

OVLY Hedge Fund Activity: Q1 2023 in Review

42 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2023, worth a combined $49.9M — up 3.6% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OVLY positions and 2 closed out — a net gain of 9 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.33M. The largest seller was Rhino Investment Partners, exiting entirely with an estimated $3.81M sold.

  • 42 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2023, up from 33 in Q4 2022.
  • Funds reported $49.9M of Oak Valley Bancorp stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 11 funds opened new Oak Valley Bancorp positions in Q1 2023 and 2 closed out, a net change of +9 holders.
  • The largest Oak Valley Bancorp buyer in Q1 2023 was Fourthstone LLC, an estimated $3.33M added.
  • The largest Oak Valley Bancorp seller in Q1 2023 was Rhino Investment Partners, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2023.