Live Oak Bancshares
199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.
85% more call options, than puts
Call options by funds: $3.49M | Put options by funds: $1.89M
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
4% more funds holding
Funds holding: 191 → 199 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.45% less ownership
Funds ownership: 64.69% → 64.24% (-0.45%)
7% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 60
9% less capital invested
Capital invested by funds: $1.31B → $1.19B (-$114M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$17.9M |
| 2 |
Millennium Management
New York
|
+$15.5M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$8.21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.66M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.11M |
| 2 |
BlackRock
New York
|
-$5.88M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$5.6M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$4.93M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$3.72M |
LOB Hedge Fund Activity: Q1 2024 in Review
199 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2024, worth a combined $1.19B — down 8.7% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new LOB positions and 22 closed out — a net gain of 10 holders — while 56 added to existing stakes and 60 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $8.11M.
- 199 institutional investors held Live Oak Bancshares (LOB) as of Q1 2024, up from 191 in Q4 2023.
- Funds reported $1.19B of Live Oak Bancshares stock for Q1 2024, down 8.7% quarter-over-quarter.
- 32 funds opened new Live Oak Bancshares positions in Q1 2024 and 22 closed out, a net change of +10 holders.
- The largest Live Oak Bancshares buyer in Q1 2024 was Capital International Investors, an estimated $17.9M added.
- The largest Live Oak Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $8.11M sold.
Based on aggregated 13F filings for Q1 2024.