Live Oak Bancshares
173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
93% more call options, than puts
Call options by funds: $4.96M | Put options by funds: $2.58M
40% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 43
12% more capital invested
Capital invested by funds: $729M → $817M (+$87.8M)
8% more funds holding
Funds holding: 160 → 173 (+13)
1.06% more ownership
Funds ownership: 62.57% → 63.63% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$8.67M |
| 2 |
Millennium Management
New York
|
+$5.51M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.63M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$3.01M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$6.09M |
| 2 |
BlackRock
New York
|
-$4.82M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$4.62M |
| 4 |
Goldman Sachs
New York
|
-$4.48M |
| 5 |
Two Sigma Advisers
New York
|
-$1.92M |
LOB Hedge Fund Activity: Q3 2023 in Review
173 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2023, worth a combined $817M — up 12% from $729M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LOB positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 43 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $8.67M. The largest seller was State Street, cutting an estimated $6.09M.
- 173 institutional investors held Live Oak Bancshares (LOB) as of Q3 2023, up from 160 in Q2 2023.
- Funds reported $817M of Live Oak Bancshares stock for Q3 2023, up 12% quarter-over-quarter.
- 24 funds opened new Live Oak Bancshares positions in Q3 2023 and 11 closed out, a net change of +13 holders.
- The largest Live Oak Bancshares buyer in Q3 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $8.67M added.
- The largest Live Oak Bancshares seller in Q3 2023 was State Street, an estimated $6.09M sold.
Based on aggregated 13F filings for Q3 2023.