Live Oak Bancshares
LOB
165 hedge funds and large institutions have $1.61B invested in Live Oak Bancshares in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 17 closing their positions.
249% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $6.9M
15% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 47
11% more capital invested
Capital invested by funds: $1.45B → $1.61B (+$161M)
1.37% more ownership
Funds ownership: 57.61% → 58.99% (+1.4%)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1% more funds holding
Funds holding: 164 → 165 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$13.1M |
| 3 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$11.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.67M |
| 5 |
Goldman Sachs
New York
|
+$6.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$21.2M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$9.84M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$7.64M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$3.89M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$3.57M |
LOB Hedge Fund Activity: Q3 2021 in Review
165 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2021, worth a combined $1.61B — up 11% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LOB positions and 17 closed out — a net gain of 1 holder — while 54 added to existing stakes and 47 trimmed.
The largest buyer was Ameriprise, adding an estimated $30.1M. The largest seller was State Street, cutting an estimated $21.2M.
- 165 institutional investors held Live Oak Bancshares (LOB) as of Q3 2021, up from 164 in Q2 2021.
- Funds reported $1.61B of Live Oak Bancshares stock for Q3 2021, up 11% quarter-over-quarter.
- 18 funds opened new Live Oak Bancshares positions in Q3 2021 and 17 closed out, a net change of +1 holder.
- The largest Live Oak Bancshares buyer in Q3 2021 was Ameriprise, an estimated $30.1M added.
- The largest Live Oak Bancshares seller in Q3 2021 was State Street, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2021.