Live Oak Bancshares
92 hedge funds and large institutions have $390M invested in Live Oak Bancshares in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
118% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more funds holding
Funds holding: 81 → 92 (+11)
2% more capital invested
Capital invested by funds: $383M → $390M (+$7.01M)
8.01% less ownership
Funds ownership: 54.43% → 46.42% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
SouthState Corp
Winter Haven,
Florida
|
+$6.61M |
| 2 |
Millennium Management
New York
|
+$6.4M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.76M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$4.15M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.9M |
| 4 |
JAM
Jacobs Asset Management
New York
|
-$3.59M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.52M |
LOB Hedge Fund Activity: Q4 2017 in Review
92 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2017, worth a combined $390M — up 1.8% from $383M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LOB positions and 9 closed out — a net gain of 11 holders — while 37 added to existing stakes and 17 trimmed.
The largest buyer was SouthState Corp, opening a new position worth an estimated $6.61M. The largest seller was Wellington Management Group, cutting an estimated $13M.
- 92 institutional investors held Live Oak Bancshares (LOB) as of Q4 2017, up from 81 in Q3 2017.
- Funds reported $390M of Live Oak Bancshares stock for Q4 2017, up 1.8% quarter-over-quarter.
- 20 funds opened new Live Oak Bancshares positions in Q4 2017 and 9 closed out, a net change of +11 holders.
- The largest Live Oak Bancshares buyer in Q4 2017 was SouthState Corp, an estimated $6.61M added.
- The largest Live Oak Bancshares seller in Q4 2017 was Wellington Management Group, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2017.