Live Oak Bancshares
160 hedge funds and large institutions have $954M invested in Live Oak Bancshares in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.
440% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 10
113% more capital invested
Capital invested by funds: $448M → $954M (+$506M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $17.7M
37% more funds holding
Funds holding: 117 → 160 (+43)
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
5.89% more ownership
Funds ownership: 46.77% → 52.66% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$48M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$8.71M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$7.63M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
+$7.45M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$8.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.71M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.38M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.11M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.67M |
LOB Hedge Fund Activity: Q4 2020 in Review
160 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2020, worth a combined $954M — up 113% from $448M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new LOB positions and 10 closed out — a net gain of 44 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $48M. The largest seller was Mendon Capital Advisors, cutting an estimated $8.02M.
- 160 institutional investors held Live Oak Bancshares (LOB) as of Q4 2020, up from 117 in Q3 2020.
- Funds reported $954M of Live Oak Bancshares stock for Q4 2020, up 113% quarter-over-quarter.
- 54 funds opened new Live Oak Bancshares positions in Q4 2020 and 10 closed out, a net change of +44 holders.
- The largest Live Oak Bancshares buyer in Q4 2020 was Capital Research Global Investors, an estimated $48M added.
- The largest Live Oak Bancshares seller in Q4 2020 was Mendon Capital Advisors, an estimated $8.02M sold.
Based on aggregated 13F filings for Q4 2020.