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Live Oak Bancshares
LOB

81 hedge funds and large institutions have $383M invested in Live Oak Bancshares in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $272M → $383M (+$111M)

16.78% more ownership

Funds ownership: 37.65% → 54.43% (+17%)

8% more funds holding

Funds holding: 75 → 81 (+6)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
12
Closed
9
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$27.8M
2
CRC
Curi RMB Capital
Illinois
+$19.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.1M
4
EA
Emerald Advisers
Pennsylvania
+$9.54M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$8.66M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.85M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
3
EI
EAM Investors
California
-$938K
4
RA
Royce & Associates
New York
-$526K
5
GC
Gratus Capital
Georgia
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
76
Jolley Asset Management
North Carolina
$12K – – –
Barclays
77
Barclays
United Kingdom
$12K +$12K +513 +3,420%
CG
78
Cutler Group
California
$5K -$2.36K -101 -32%
AG
79
Advisor Group
Arizona
$5K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$2K – – –
Citigroup
81
Citigroup
New York
$1K -$3.83K -164 -78%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
– -$1.62M -67,058 Closed
EI
83
EAM Investors
California
– -$938K -38,753 Closed
GC
84
Gratus Capital
Georgia
– -$448K -18,500 Closed
Citadel Advisors
85
Citadel Advisors
Florida
– -$354K -14,609 Closed
PIM
86
Profit Investment Management
Maryland
– -$226K -9,319 Closed
DADC
87
D.A. Davidson & Co
Montana
– -$11K -455 Closed
PAM
88
Panagora Asset Management
Massachusetts
– -$10K -415 Closed
Creative Planning
89
Creative Planning
Kansas
– -$3K -134 Closed
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
– -$1K -37 Closed
1 2 3
4

LOB Hedge Fund Activity: Q3 2017 in Review

81 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2017, worth a combined $383M — up 41% from $272M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LOB positions and 9 closed out — a net gain of 6 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $27.8M. The largest seller was Goldman Sachs, cutting an estimated $1.85M.

  • 81 institutional investors held Live Oak Bancshares (LOB) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $383M of Live Oak Bancshares stock for Q3 2017, up 41% quarter-over-quarter.
  • 15 funds opened new Live Oak Bancshares positions in Q3 2017 and 9 closed out, a net change of +6 holders.
  • The largest Live Oak Bancshares buyer in Q3 2017 was Mendon Capital Advisors, an estimated $27.8M added.
  • The largest Live Oak Bancshares seller in Q3 2017 was Goldman Sachs, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2017.