Live Oak Bancshares
111 hedge funds and large institutions have $217M invested in Live Oak Bancshares in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more funds holding
Funds holding: 110 → 111 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.91% less ownership
Funds ownership: 50.24% → 46.33% (-3.9%)
13% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 40
38% less capital invested
Capital invested by funds: $348M → $217M (-$131M)
41% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $1.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$6.38M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.99M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.06M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.58M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$11.3M |
| 2 |
Millennium Management
New York
|
-$8.47M |
| 3 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$5.43M |
| 4 |
JP Morgan Chase
New York
|
-$4.9M |
| 5 |
UCMOK
United Capital Management of KS
Salina,
Kansas
|
-$2.03M |
LOB Hedge Fund Activity: Q1 2020 in Review
111 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2020, worth a combined $217M — down 38% from $348M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LOB positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 40 trimmed.
The largest buyer was Azora Capital LP, opening a new position worth an estimated $6.38M. The largest seller was Curi RMB Capital, cutting an estimated $11.3M.
- 111 institutional investors held Live Oak Bancshares (LOB) as of Q1 2020, up from 110 in Q4 2019.
- Funds reported $217M of Live Oak Bancshares stock for Q1 2020, down 38% quarter-over-quarter.
- 16 funds opened new Live Oak Bancshares positions in Q1 2020 and 14 closed out, a net change of +2 holders.
- The largest Live Oak Bancshares buyer in Q1 2020 was Azora Capital LP, an estimated $6.38M added.
- The largest Live Oak Bancshares seller in Q1 2020 was Curi RMB Capital, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2020.