Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oak Vy Bancorp Oakdale Calif (OVLY)

76 + Investors. Track Smart Money conviction in OVLY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — OVLY

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added OVLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
77 hedge funds hold OVLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

36 buying25 selling
Last quarter: 36 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 32% medium ■ 18% new
38 out of 77 hedge funds have held OVLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

11 → 8 → 10 → 7 → 7 new funds/Q
New funds entering each quarter: 8 → 10 → 7 → 7. OVLY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 77 holders: 43 (56%) are 2+ year veterans, 14 entered 1–2 years ago, and 20 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
29 of 77 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OVLY

In 2026 Q1, 36 hedge funds were net buyers of OVLY (7 opened a new position, 29 added to an existing one), while 25 reduced or exited (21 trimmed, 4 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in OVLY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 77.

Hedge Fund Ownership: OVLY

How many hedge funds hold OVLY — quarterly history vs. share price
Quarterly hedge fund ownership of OVLY vs. share price

Market Analysis: OVLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OVLY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oak Vy Bancorp Oakdale Calif (OVLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OVLY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
OVLY
+5.0%
XLF
+8.8%

OVLY outperformed XLF by -3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
OVLY
+3.8%
XLF
+5.1%

Since the filing became public, OVLY outperformed XLF by -1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: OVLY
76 + Investors

Track Smart Money conviction in OVLY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 76 74 2.7%
13F Shares 3M 3M 2.65%
Total Value $90M $82M 10.06%
New Positions 6 7 -1
Increased Positions 29 23 +6
Closed Positions 4 4 -
Reduced Positions 21 28 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OVLY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

76 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OVLY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OVLY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Siena Capital Partners GP, LLC 2.72% 323,187 $10.5M
2 Fourthstone LLC 2.26% 411,189 $13.3M
3 RBF Capital, LLC 0.05% 30,000 $973K
4 Bridgeway Capital Management, LLC 0.04% 56,279 $1.8M
5 Seizert Capital Partners, LLC 0.02% 14,191 $460K
6 Legato Capital Management LLC 0.02% 6,897 $224K
7 Cresset Asset Management, LLC 0.02% 140,282 $4.5M
8 Martingale Asset Management L P 0.01% 13,966 $453K
9 Curi Capital, LLC 0.01% 10,891 $353K
10 Empowered Funds, LLC 0.00% 20,615 $669K
11 Kestra Advisory Services, LLC 0.00% 23,519 $763K
12 Tower Research Capital LLC (TRC) 0.00% 2,515 $82K
13 Renaissance Technologies LLC 0.00% 35,375 $1.1M
14 Essential Partners LLC 0.00% 152 $5K
15 Cetera Investment Advisers 0.00% 45,014 $1.5M
16 MetLife Investment Management, LLC 0.00% 4,021 $130K
17 Ameritas Investment Partners, Inc. 0.00% 556 $18K
18 Police & Firemen's Retirement System of New Jersey 0.00% 1,370 $44K
19 American Century Companies Inc 0.00% 22,529 $731K
20 HSBC Holdings plc 0.00% 21,501 $701K
21 Vanguard Fiduciary Trust Co 0.00% 43,179 $1.4M
22 Arrowstreet Capital, Limited Partnership 0.00% 17,129 $555K
23 Aqr Capital Management LLC 0.00% 19,622 $636K
24 Cwm, LLC 0.00% 3,375 $109K
25 Vanguard Capital Management LLC 0.00% 318,507 $10.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oak Vy Bancorp Oakdale Calif (OVLY)

What does the Smart Money Trend signal show for OVLY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added OVLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OVLY?

Slight buying edge — 59% buying: Last quarter: 36 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OVLY holders?

Strong quality — 28% AUM from major funds: 29 of 77 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OVLY?

49% of holders stayed for 2+ years: 38 out of 77 hedge funds have held OVLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Oak Vy Bancorp Oakdale Calif (OVLY) following the 2026 Q1 hedge fund 13F filings?

As of today, OVLY has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), OVLY has gained +5.0% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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