Live Oak Bancshares
111 hedge funds and large institutions have $266M invested in Live Oak Bancshares in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 16 closing their positions.
692% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $446K
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
0% more funds holding
Funds holding: 111 → 111 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
4% less capital invested
Capital invested by funds: $276M → $266M (-$10.2M)
1.29% less ownership
Funds ownership: 52.55% → 51.26% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.72M |
| 2 |
Select Equity Group
New York
|
+$7.72M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.37M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.22M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$9.56M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$7.41M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$5.18M |
| 4 |
Millennium Management
New York
|
-$3.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.46M |
LOB Hedge Fund Activity: Q1 2019 in Review
111 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2019, worth a combined $266M — down 3.7% from $276M a quarter earlier.
Fund positioning in LOB was balanced in Q1 2019: 16 funds opened new positions, 16 closed out, 38 added to existing stakes and 37 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $8.72M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $9.56M.
- 111 institutional investors held Live Oak Bancshares (LOB) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $266M of Live Oak Bancshares stock for Q1 2019, down 3.7% quarter-over-quarter.
- 16 funds opened new Live Oak Bancshares positions in Q1 2019 and 16 closed out, a net change of 0 holders.
- The largest Live Oak Bancshares buyer in Q1 2019 was Wellington Management Group, an estimated $8.72M added.
- The largest Live Oak Bancshares seller in Q1 2019 was Emerald Mutual Fund Advisers Trust, an estimated $9.56M sold.
Based on aggregated 13F filings for Q1 2019.