Live Oak Bancshares
166 hedge funds and large institutions have $1.56B invested in Live Oak Bancshares in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 31 closing their positions.
127% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $12M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
64% more capital invested
Capital invested by funds: $953M → $1.56B (+$610M)
23% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 43
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
4% more funds holding
Funds holding: 160 → 166 (+6)
1.93% more ownership
Funds ownership: 52.66% → 54.58% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$33.6M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$24.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.3M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$7.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.04M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.51M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.9M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$3.54M |
LOB Hedge Fund Activity: Q1 2021 in Review
166 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2021, worth a combined $1.56B — up 64% from $953M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LOB positions and 31 closed out — a net gain of 7 holders — while 53 added to existing stakes and 43 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $33.6M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $7.55M.
- 166 institutional investors held Live Oak Bancshares (LOB) as of Q1 2021, up from 160 in Q4 2020.
- Funds reported $1.56B of Live Oak Bancshares stock for Q1 2021, up 64% quarter-over-quarter.
- 38 funds opened new Live Oak Bancshares positions in Q1 2021 and 31 closed out, a net change of +7 holders.
- The largest Live Oak Bancshares buyer in Q1 2021 was AllianceBernstein, an estimated $33.6M added.
- The largest Live Oak Bancshares seller in Q1 2021 was Jacobs Levy Equity Management, an estimated $7.55M sold.
Based on aggregated 13F filings for Q1 2021.