Live Oak Bancshares
LOB
197 hedge funds and large institutions have $1.04B invested in Live Oak Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 26 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 56
1.77% more ownership
Funds ownership: 64.24% → 66.01% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
0% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $1.25M
1% less funds holding
Funds holding: 199 → 197 (-2)
13% less capital invested
Capital invested by funds: $1.19B → $1.04B (-$152M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$10.6M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$9.54M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$8.88M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.46M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$6.47M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.92M |
| 3 |
JP Morgan Chase
New York
|
-$5.43M |
| 4 |
Millennium Management
New York
|
-$2.93M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$2.52M |
LOB Hedge Fund Activity: Q2 2024 in Review
197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q2 2024, worth a combined $1.04B — down 13% from $1.19B a quarter earlier.
Fund positioning in LOB was balanced in Q2 2024: 26 funds opened new positions, 26 closed out, 70 added to existing stakes and 56 trimmed.
The largest buyer was North Reef Capital Management, opening a new position worth an estimated $10.6M. The largest seller was Vident Advisory, cutting an estimated $6.47M.
- 197 institutional investors held Live Oak Bancshares (LOB) as of Q2 2024, down from 199 in Q1 2024.
- Funds reported $1.04B of Live Oak Bancshares stock for Q2 2024, down 13% quarter-over-quarter.
- 26 funds opened new Live Oak Bancshares positions in Q2 2024 and 26 closed out, a net change of 0 holders.
- The largest Live Oak Bancshares buyer in Q2 2024 was North Reef Capital Management, an estimated $10.6M added.
- The largest Live Oak Bancshares seller in Q2 2024 was Vident Advisory, an estimated $6.47M sold.
Based on aggregated 13F filings for Q2 2024.