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Live Oak Bancshares

52 hedge funds and large institutions have $146M invested in Live Oak Bancshares in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+52
Holders Change %
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$694 +$695K +35,346 New
Citigroup
52
Citigroup
New York
+$20 +1 New

LOB Hedge Fund Activity: Q3 2015 in Review

52 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2015, worth a combined $146M.

Buyers outnumbered sellers: 52 funds opened new LOB positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $45.7M.

  • 52 institutional investors held Live Oak Bancshares (LOB) as of Q3 2015, up from 0 in Q2 2015.
  • Funds reported $146M of Live Oak Bancshares stock for Q3 2015.
  • 52 funds opened new Live Oak Bancshares positions in Q3 2015 and 0 closed out, a net change of +52 holders.
  • The largest Live Oak Bancshares buyer in Q3 2015 was Wellington Management Group, an estimated $45.7M added.

Based on aggregated 13F filings for Q3 2015.