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Oak Valley Bancorp
OVLY

57 hedge funds and large institutions have $71M invested in Oak Valley Bancorp in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $65.9M → $71M (+$5.1M)

2% more funds holding

Funds holding: 56 → 57 (+1)

0.39% more ownership

Funds ownership: 31.56% → 31.95% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$913K
2
Goldman Sachs
Goldman Sachs
New York
+$509K
3
Morgan Stanley
Morgan Stanley
New York
+$364K
4
LPL Financial
LPL Financial
California
+$342K
5
SCP
Seizert Capital Partners
Michigan
+$320K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$746K
2
KAS
Kestra Advisory Services
Texas
-$502K
3
First Trust Advisors
First Trust Advisors
Illinois
-$464K
4
Invesco
Invesco
Georgia
-$394K
5
GCP
GSA Capital Partners
United Kingdom
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$12.5M +$913K +35,145 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M +$162K +6,236 +2%
SCP
3
Siena Capital Partners
Illinois
$9.53M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.77M +$21.9K +842 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.13M +$94.8K +3,646 +2%
CAM
6
Cresset Asset Management
Illinois
$3.73M -$81.2K -3,124 -2%
MI
7
M3F Inc
Utah
$3.56M +$45.2K +1,739 +1%
BCM
8
Bridgeway Capital Management
Texas
$2.97M +$87.7K +3,376 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.86M +$311K +11,964 +13%
State Street
10
State Street
Massachusetts
$2.3M +$13.3K +510 +0.6%
Northern Trust
11
Northern Trust
Illinois
$1.45M -$36K -1,385 -2%
BFC
12
Banc Funds Company
Illinois
$1.16M -$746K -28,684 -40%
EF
13
Empowered Funds
Pennsylvania
$1.01M +$48.8K +1,876 +5%
Morgan Stanley
14
Morgan Stanley
New York
$812K +$364K +14,002 +85%
RC
15
RBF Capital
California
$797K – – –
Renaissance Technologies
16
Renaissance Technologies
New York
$735K -$178K -6,843 -20%
American Century Companies
17
American Century Companies
Missouri
$559K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$556K -$139K -5,367 -20%
Goldman Sachs
19
Goldman Sachs
New York
$520K +$509K +19,571 New
Charles Schwab
20
Charles Schwab
California
$507K -$31.4K -1,210 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$424K -$94.3K -3,629 -19%
Barclays
22
Barclays
United Kingdom
$408K +$220K +8,471 +123%
LPL Financial
23
LPL Financial
California
$350K +$342K +13,159 New
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$335K -$139K -5,367 -30%
SCP
25
Seizert Capital Partners
Michigan
$327K +$320K +12,322 New
1
2 3

OVLY Hedge Fund Activity: Q3 2024 in Review

57 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2024, worth a combined $71M — up 7.7% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OVLY positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $913K. The largest seller was Banc Funds Company, cutting an estimated $746K.

  • 57 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $71M of Oak Valley Bancorp stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 9 funds opened new Oak Valley Bancorp positions in Q3 2024 and 8 closed out, a net change of +1 holder.
  • The largest Oak Valley Bancorp buyer in Q3 2024 was BlackRock, an estimated $913K added.
  • The largest Oak Valley Bancorp seller in Q3 2024 was Banc Funds Company, an estimated $746K sold.

Based on aggregated 13F filings for Q3 2024.