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Live Oak Bancshares
LOB

199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $1.89M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

4% more funds holding

Funds holding: 191 → 199 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.45% less ownership

Funds ownership: 64.69% → 64.24% (-0.45%)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

9% less capital invested

Capital invested by funds: $1.31B → $1.19B (-$114M)

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
56
Reduced
60
Closed
22
Calls
$3.49M
Puts
$1.89M
Net Calls
+$1.6M
Net Calls Change
-$2.2M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$17.9M
2
Millennium Management
Millennium Management
New York
+$15.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$8.21M
4
Ameriprise
Ameriprise
Minnesota
+$3.66M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.11M
2
BlackRock
BlackRock
New York
-$5.88M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5.6M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$4.93M
5
EI
EAM Investors
California
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
176
Hanseatic Management Services
New Mexico
$5.52K +$5.29K +133 New
SFA
177
Semmax Financial Advisors
North Carolina
$5.36K – – –
Allspring Global Investments
178
Allspring Global Investments
North Carolina
$4.86K +$4.66K +117 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$3.58K – – –
GJWM
181
Gilliland Jeter Wealth Management
Arkansas
$3.07K +$2.95K +74 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.78K +$2.67K +67 New
HFS
183
Hantz Financial Services
Michigan
$2K – – –
FPB
184
First PREMIER Bank
South Dakota
$2K +$1.87K +47 New
AWM
185
Abound Wealth Management
Tennessee
$1.66K – – –
WT
186
Whittier Trust
California
$1.58K – – –
FFO
187
Fortitude Family Office
Arizona
$1.54K – – –
LC
188
Lindbrook Capital
California
$1.25K – – –
JWA
189
JFS Wealth Advisors
Pennsylvania
$997 – – –
MTIC
190
Missouri Trust & Investment Company
Missouri
$664 – – –
FCAS
191
First Command Advisory Services
Texas
$623 +$597 +15 New
SIC
192
SJS Investment Consulting
Ohio
$457 – – –
PS
193
Principal Securities
Iowa
$374 – – –
AF
194
Allworth Financial
California
$333 – – –
AWM
195
Avior Wealth Management
Nebraska
$290 +$279 +7 New
DPW
196
DiNuzzo Private Wealth
Pennsylvania
$208 -$40 -1 -17%
RIL
197
Rothschild Investment LLC
Illinois
$208 +$199 +5 New
FFA
198
Farther Finance Advisors
California
$122 – – –
EI
199
EAM Investors
California
– -$3.72M -81,832 Closed
EGI
200
EAM Global Investors
California
– -$3.7M -81,216 Closed
5 6 7
8
9

LOB Hedge Fund Activity: Q1 2024 in Review

199 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2024, worth a combined $1.19B — down 8.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LOB positions and 22 closed out — a net gain of 10 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $8.11M.

  • 199 institutional investors held Live Oak Bancshares (LOB) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $1.19B of Live Oak Bancshares stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 32 funds opened new Live Oak Bancshares positions in Q1 2024 and 22 closed out, a net change of +10 holders.
  • The largest Live Oak Bancshares buyer in Q1 2024 was Capital International Investors, an estimated $17.9M added.
  • The largest Live Oak Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2024.