Live Oak Bancshares
207 hedge funds and large institutions have $1.46B invested in Live Oak Bancshares in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 42 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 50
56% more call options, than puts
Call options by funds: $5.01M | Put options by funds: $3.21M
2.39% more ownership
Funds ownership: 63.16% → 65.55% (+2.4%)
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
2% less funds holding
Funds holding: 212 → 207 (-5)
38% less capital invested
Capital invested by funds: $2.34B → $1.46B (-$877M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$62.5M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$47.8M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$21.7M |
| 4 |
Millennium Management
New York
|
+$20.1M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$96.6M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$27.4M |
| 3 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$8.26M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.02M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.88M |
LOB Hedge Fund Activity: Q1 2022 in Review
207 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2022, worth a combined $1.46B — down 38% from $2.34B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of LOB and 40 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 81 added.
The largest buyer was State Street, adding an estimated $62.5M. The largest seller was Capital Research Global Investors, cutting an estimated $96.6M.
- 207 institutional investors held Live Oak Bancshares (LOB) as of Q1 2022, down from 212 in Q4 2021.
- Funds reported $1.46B of Live Oak Bancshares stock for Q1 2022, down 38% quarter-over-quarter.
- 40 funds opened new Live Oak Bancshares positions in Q1 2022 and 42 closed out, a net change of -2 holders.
- The largest Live Oak Bancshares buyer in Q1 2022 was State Street, an estimated $62.5M added.
- The largest Live Oak Bancshares seller in Q1 2022 was Capital Research Global Investors, an estimated $96.6M sold.
Based on aggregated 13F filings for Q1 2022.