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Oak Valley Bancorp

56 hedge funds and large institutions have $65.9M invested in Oak Valley Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 5456 (+2)

4% more capital invested

Capital invested by funds: $63.5M → $65.9M (+$2.37M)

0.64% more ownership

Funds ownership: 30.92%31.56% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
25
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.8M +$1.35M +56,526 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.45M +$34.6K +1,448 +0.4%
SCP
3
Siena Capital Partners
Illinois
$8.95M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.4M +$52.7K +2,207 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.79M +$208K +8,722 +6%
CAM
6
Cresset Asset Management
Illinois
$3.58M +$3.42M +143,406 New
MI
7
M3F Inc
Utah
$3.3M
BCM
8
Bridgeway Capital Management
Texas
$2.71M +$60.2K +2,520 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.38M +$171K +7,176 +8%
State Street
10
State Street
Massachusetts
$2.14M +$33.5K +1,405 +2%
BFC
11
Banc Funds Company
Illinois
$1.81M -$773K -32,382 -31%
Northern Trust
12
Northern Trust
Illinois
$1.39M -$20.1K -843 -1%
EF
13
Empowered Funds
Pennsylvania
$902K +$60.2K +2,520 +7%
Renaissance Technologies
14
Renaissance Technologies
New York
$862K -$128K -5,357 -13%
RC
15
RBF Capital
California
$749K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$656K +$74.6K +3,124 +13%
American Century Companies
17
American Century Companies
Missouri
$525K
Charles Schwab
18
Charles Schwab
California
$507K +$28.7K +1,201 +6%
KAS
19
Kestra Advisory Services
Texas
$502K
Citadel Advisors
20
Citadel Advisors
Florida
$489K +$90.4K +3,788 +24%
First Trust Advisors
21
First Trust Advisors
Illinois
$464K -$97.9K -4,100 -18%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$449K +$37.1K +1,555 +9%
Morgan Stanley
23
Morgan Stanley
New York
$414K +$35.5K +1,486 +10%
Invesco
24
Invesco
Georgia
$394K +$114K +4,795 +44%
Two Sigma Investments
25
Two Sigma Investments
New York
$273K -$57.3K -2,400 -18%

OVLY Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2024, worth a combined $65.9M — up 3.7% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OVLY positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $3.42M. The largest seller was JP Morgan Chase, cutting an estimated $2.74M.

  • 56 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $65.9M of Oak Valley Bancorp stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 6 funds opened new Oak Valley Bancorp positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Oak Valley Bancorp buyer in Q2 2024 was Cresset Asset Management, an estimated $3.42M added.
  • The largest Oak Valley Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2024.