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Live Oak Bancshares

215 hedge funds and large institutions have $1.2B invested in Live Oak Bancshares in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 210215 (+5)

0.92% more ownership

Funds ownership: 66.23%67.15% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less capital invested

Capital invested by funds: $1.41B → $1.2B (-$211M)

26% less call options, than puts

Call options by funds: $264K | Put options by funds: $359K

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
80
Reduced
54
Closed
25
Calls
$264K
Puts
$359K
Net Calls
-$95K
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.5M -$9.36K -208 -0.5%
ASN
77
Advisory Services Network
Georgia
$1.48M +$72.2K +1,605 +4%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$1.41M +$477K +10,595 +42%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.33M +$72.1K +1,601 +5%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$1.09M +$117K +2,594 +10%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.08M +$507K +11,256 +70%
Principal Financial Group
82
Principal Financial Group
Iowa
$1.03M +$105K +2,340 +10%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.03M +$260K +5,786 +29%
SEI Investments
84
SEI Investments
Pennsylvania
$902K +$8.19K +182 +0.8%
Stifel Financial
85
Stifel Financial
Missouri
$901K +$138K +3,071 +16%
PA
86
Pinnacle Associates
New York
$850K +$967K +21,484 New
MIM
87
MetLife Investment Management
New Jersey
$836K +$52.6K +1,169 +6%
ACP
88
Arcus Capital Partners
Georgia
$830K
HSBC Holdings
89
HSBC Holdings
United Kingdom
$811K +$734K +16,319 +391%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$780K +$30.7K +682 +4%
LFAS
91
Level Four Advisory Services
Texas
$769K +$39.2K +870 +5%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$765K -$21K -466 -2%
NSEDCP
93
NJ State Employees Deferred Compensation Plan
New Jersey
$712K
CF
94
Corebridge Financial
Texas
$682K -$58.6K -1,301 -7%
QT
95
Quantbot Technologies
New York
$654K +$744K +16,540 New
Truist Financial
96
Truist Financial
North Carolina
$645K +$291K +6,457 +66%
FHB
97
First Hawaiian Bank
Hawaii
$633K +$24.8K +551 +4%
IIM
98
INTECH Investment Management
Florida
$632K +$419K +9,302 +139%
First Trust Advisors
99
First Trust Advisors
Illinois
$632K -$781K -17,344 -52%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$631K +$393K +8,726 +121%

LOB Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2024, worth a combined $1.2B — down 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LOB positions and 25 closed out — a net gain of 7 holders — while 80 added to existing stakes and 54 trimmed.

The largest buyer was Capital International Investors, adding an estimated $39.6M. The largest seller was Diamond Hill Capital Management, cutting an estimated $18.7M.

  • 215 institutional investors held Live Oak Bancshares (LOB) as of Q4 2024, up from 210 in Q3 2024.
  • Funds reported $1.2B of Live Oak Bancshares stock for Q4 2024, down 15% quarter-over-quarter.
  • 32 funds opened new Live Oak Bancshares positions in Q4 2024 and 25 closed out, a net change of +7 holders.
  • The largest Live Oak Bancshares buyer in Q4 2024 was Capital International Investors, an estimated $39.6M added.
  • The largest Live Oak Bancshares seller in Q4 2024 was Diamond Hill Capital Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2024.