We are live on ! Find out more
OVLY icon

Oak Valley Bancorp
OVLY

54 hedge funds and large institutions have $62.8M invested in Oak Valley Bancorp in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $57.2M → $62.8M (+$5.6M)

2.8% more ownership

Funds ownership: 27.4% → 30.2% (+2.8%)

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.51M
2
FL
Fourthstone LLC
Missouri
+$631K
3
Citadel Advisors
Citadel Advisors
Florida
+$542K
4
BlackRock
BlackRock
New York
+$533K
5
First Trust Advisors
First Trust Advisors
Illinois
+$461K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.23M
2
Millennium Management
Millennium Management
New York
-$600K
3
QC
Quadrature Capital
United Kingdom
-$433K
4
Marshall Wace
Marshall Wace
United Kingdom
-$320K
5
Goldman Sachs
Goldman Sachs
New York
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.25M +$6.51M +251,036 +213%
SCP
2
Siena Capital Partners
Illinois
$9.03M – – –
BlackRock
3
BlackRock
New York
$8.3M +$533K +20,563 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.37M +$109K +4,213 +2%
MI
5
M3F Inc
Utah
$3.54M – – –
BFC
6
Banc Funds Company
Illinois
$3.47M -$1.23M -47,557 -26%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.4M +$226K +8,702 +7%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$2.67M – – –
BCM
9
Bridgeway Capital Management
Texas
$2.57M +$57.3K +2,212 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.1M +$40.2K +1,551 +2%
State Street
11
State Street
Massachusetts
$2M +$160K +6,157 +8%
Northern Trust
12
Northern Trust
Illinois
$1.36M +$6.4K +247 +0.5%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.21M +$157K +6,056 +14%
FL
14
Fourthstone LLC
Missouri
$1.07M +$631K +24,332 +133%
RC
15
RBF Capital
California
$752K – – –
EF
16
Empowered Funds
Pennsylvania
$714K +$57.3K +2,212 +8%
Citadel Advisors
17
Citadel Advisors
Florida
$524K +$542K +20,899 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$489K – – –
American Century Companies
19
American Century Companies
Missouri
$488K +$52.4K +2,022 +12%
Charles Schwab
20
Charles Schwab
California
$479K – – –
First Trust Advisors
21
First Trust Advisors
Illinois
$446K +$461K +17,775 New
Two Sigma Investments
22
Two Sigma Investments
New York
$296K +$306K +11,796 New
Invesco
23
Invesco
Georgia
$269K +$278K +10,723 New
Millennium Management
24
Millennium Management
New York
$262K -$600K -23,159 -69%
Bank of America
25
Bank of America
North Carolina
$257K +$91.2K +3,518 +52%
1
2 3

OVLY Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2023, worth a combined $62.8M — up 9.8% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OVLY positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.51M. The largest seller was Banc Funds Company, cutting an estimated $1.23M.

  • 54 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $62.8M of Oak Valley Bancorp stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 8 funds opened new Oak Valley Bancorp positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Oak Valley Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $6.51M added.
  • The largest Oak Valley Bancorp seller in Q3 2023 was Banc Funds Company, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.