Live Oak Bancshares
LOB
212 hedge funds and large institutions have $2.34B invested in Live Oak Bancshares in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 12 closing their positions.
392% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 12
214% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $5.93M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
45% more capital invested
Capital invested by funds: $1.61B → $2.34B (+$729M)
28% more funds holding
Funds holding: 165 → 212 (+47)
4.18% more ownership
Funds ownership: 58.99% → 63.16% (+4.2%)
8% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.4M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$33.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$22.4M |
| 4 |
RCW
Rheos Capital Works
Tokyo,
Japan
|
+$19M |
| 5 |
State Street
Boston,
Massachusetts
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.9M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$14.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$9.6M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.56M |
LOB Hedge Fund Activity: Q4 2021 in Review
212 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2021, worth a combined $2.34B — up 45% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new LOB positions and 12 closed out — a net gain of 47 holders — while 57 added to existing stakes and 53 trimmed.
The largest buyer was Vanguard Group, adding an estimated $53.4M. The largest seller was Ameriprise, cutting an estimated $33.9M.
- 212 institutional investors held Live Oak Bancshares (LOB) as of Q4 2021, up from 165 in Q3 2021.
- Funds reported $2.34B of Live Oak Bancshares stock for Q4 2021, up 45% quarter-over-quarter.
- 59 funds opened new Live Oak Bancshares positions in Q4 2021 and 12 closed out, a net change of +47 holders.
- The largest Live Oak Bancshares buyer in Q4 2021 was Vanguard Group, an estimated $53.4M added.
- The largest Live Oak Bancshares seller in Q4 2021 was Ameriprise, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2021.