Live Oak Bancshares
LOB
191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.
205% more call options, than puts
Call options by funds: $5.66M | Put options by funds: $1.85M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
60% more capital invested
Capital invested by funds: $817M → $1.31B (+$492M)
10% more funds holding
Funds holding: 173 → 191 (+18)
1.06% more ownership
Funds ownership: 63.63% → 64.69% (+1.1%)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.44M |
| 2 |
Morgan Stanley
New York
|
+$7.27M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$6.92M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.66M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$7.21M |
| 2 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$6.39M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.42M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$3.13M |
LOB Hedge Fund Activity: Q4 2023 in Review
191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2023, worth a combined $1.31B — up 60% from $817M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LOB positions and 20 closed out — a net gain of 20 holders — while 53 added to existing stakes and 64 trimmed.
The largest buyer was BlackRock, adding an estimated $9.44M. The largest seller was Diamond Hill Capital Management, cutting an estimated $7.21M.
- 191 institutional investors held Live Oak Bancshares (LOB) as of Q4 2023, up from 173 in Q3 2023.
- Funds reported $1.31B of Live Oak Bancshares stock for Q4 2023, up 60% quarter-over-quarter.
- 40 funds opened new Live Oak Bancshares positions in Q4 2023 and 20 closed out, a net change of +20 holders.
- The largest Live Oak Bancshares buyer in Q4 2023 was BlackRock, an estimated $9.44M added.
- The largest Live Oak Bancshares seller in Q4 2023 was Diamond Hill Capital Management, an estimated $7.21M sold.
Based on aggregated 13F filings for Q4 2023.