Live Oak Bancshares
LOB
101 hedge funds and large institutions have $478M invested in Live Oak Bancshares in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
84% more capital inflows, than outflows
Capital inflows: $52.2M | Capital outflows: $28.4M
58% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 24
10% more funds holding
Funds holding: 92 → 101 (+9)
2.26% more ownership
Funds ownership: 46.42% → 48.68% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Emerald Advisers
Leola,
Pennsylvania
|
+$8.41M |
| 2 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$8.4M |
| 3 |
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$6.89M |
| 4 |
BlackRock
New York
|
+$4.15M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.66M |
| 2 |
SouthState Corp
Winter Haven,
Florida
|
-$6.52M |
| 3 |
Millennium Management
New York
|
-$6.32M |
| 4 |
Curi RMB Capital
Chicago,
Illinois
|
-$3.37M |
| 5 |
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.7M |
LOB Hedge Fund Activity: Q1 2018 in Review
101 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2018, worth a combined $478M — up 22% from $390M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LOB positions and 10 closed out — a net gain of 9 holders — while 38 added to existing stakes and 24 trimmed.
The largest buyer was Emerald Advisers, adding an estimated $8.41M. The largest seller was Wellington Management Group, cutting an estimated $7.66M.
- 101 institutional investors held Live Oak Bancshares (LOB) as of Q1 2018, up from 92 in Q4 2017.
- Funds reported $478M of Live Oak Bancshares stock for Q1 2018, up 22% quarter-over-quarter.
- 19 funds opened new Live Oak Bancshares positions in Q1 2018 and 10 closed out, a net change of +9 holders.
- The largest Live Oak Bancshares buyer in Q1 2018 was Emerald Advisers, an estimated $8.41M added.
- The largest Live Oak Bancshares seller in Q1 2018 was Wellington Management Group, an estimated $7.66M sold.
Based on aggregated 13F filings for Q1 2018.