Live Oak Bancshares
174 hedge funds and large institutions have $988M invested in Live Oak Bancshares in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 48 closing their positions.
1.04% more ownership
Funds ownership: 65.55% → 66.59% (+1%)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
12% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $1.65M
16% less funds holding
Funds holding: 207 → 174 (-33)
32% less capital invested
Capital invested by funds: $1.46B → $988M (-$470M)
58% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 48
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$69.4M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$12.4M |
| 3 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
+$10.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.22M |
| 5 |
Two Sigma Investments
New York
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$47.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$21.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$20.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$10.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$10.3M |
LOB Hedge Fund Activity: Q2 2022 in Review
174 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q2 2022, worth a combined $988M — down 32% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of LOB and 20 opened new positions — a net loss of 28 holders — while 59 trimmed existing stakes and 53 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $69.4M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $47.1M sold.
- 174 institutional investors held Live Oak Bancshares (LOB) as of Q2 2022, down from 207 in Q1 2022.
- Funds reported $988M of Live Oak Bancshares stock for Q2 2022, down 32% quarter-over-quarter.
- 20 funds opened new Live Oak Bancshares positions in Q2 2022 and 48 closed out, a net change of -28 holders.
- The largest Live Oak Bancshares buyer in Q2 2022 was Diamond Hill Capital Management, an estimated $69.4M added.
- The largest Live Oak Bancshares seller in Q2 2022 was Capital Research Global Investors, an estimated $47.1M sold.
Based on aggregated 13F filings for Q2 2022.