LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

215 hedge funds and large institutions have $1.2B invested in Live Oak Bancshares in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
53
Closed
25
Calls
$264K
Puts
$359K
Net Calls
-$95K
Net Calls Change
-$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$80.7M
2
State Street
2
State Street
Massachusetts
$52.9M
3
SAM
3
Southernsun Asset Management
Tennessee
$31.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$2.93M
5
PE
5
Point72 Europe
United Kingdom
$2.14M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$48.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.73M
3
Millennium Management
3
Millennium Management
New York
$3.6M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
Larson Financial Group
Missouri
$870 +$870 +22 New
MTIC
202
Missouri Trust & Investment Company
Missouri
$633 – – –
BIG
203
Brooklyn Investment Group
New York
$516 +$516 +14 New
AF
204
Allworth Financial
California
$327 – – –
SIC
205
SJS Investment Consulting
Ohio
$317 -$40 -1 -11%
GM
206
GeoWealth Management
Illinois
$316 – – –
DPW
207
DiNuzzo Private Wealth
Pennsylvania
$238 – – –
EWA
208
EverSource Wealth Advisors
Alabama
$198 -$1.94K -49 -91%
GFPC
209
Global Financial Private Client
Florida
$79 +$79 +2 New
IA
210
IFP Advisors
Florida
$79 +$79 +2 New
TFM
211
TFC Financial Management
Massachusetts
$40 – – –
PWM
212
Parkworth Wealth Management
California
$40 +$40 +1 New
BGIM
213
Brandywine Global Investment Management
Pennsylvania
– -$3.24M -67,029 Closed
SFA
214
Sequoia Financial Advisors
Ohio
– -$2.42M -51,027 Closed
Natixis Advisors
215
Natixis Advisors
Massachusetts
– -$987K -20,833 Closed
4WM
216
49 Wealth Management
Texas
– -$484K -10,212 Closed
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
– -$429K -9,048 Closed
QC
218
Quent Capital
New York
– -$422K -8,900 Closed
DFCM
219
Dark Forest Capital Management
Puerto Rico
– -$380K -8,016 Closed
State of Tennessee, Department of Treasury
220
State of Tennessee, Department of Treasury
Tennessee
– -$370K -7,818 Closed
HighTower Advisors
221
HighTower Advisors
Illinois
– -$364K -7,672 Closed
ECM
222
ExodusPoint Capital Management
New York
– -$363K -7,665 Closed
Pictet Asset Management
223
Pictet Asset Management
Switzerland
– -$238K -5,020 Closed
AWM
224
Apollon Wealth Management
South Carolina
– -$231K -4,883 Closed
AIA
225
Arbor Investment Advisors
North Carolina
– -$219K -4,630 Closed
6 7 8
9
10