Live Oak Bancshares
211 hedge funds and large institutions have $1.41B invested in Live Oak Bancshares in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 16 closing their positions.
552% more call options, than puts
Call options by funds: $3.21M | Put options by funds: $492K
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
35% more capital invested
Capital invested by funds: $1.04B → $1.41B (+$369M)
13% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 60
7% more funds holding
Funds holding: 198 → 211 (+13)
0.22% more ownership
Funds ownership: 66.03% → 66.25% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$18.5M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$12.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11.9M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$5.54M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$11.3M |
| 2 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$10.5M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$7.61M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.04M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$6M |
LOB Hedge Fund Activity: Q3 2024 in Review
211 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2024, worth a combined $1.41B — up 35% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LOB positions and 16 closed out — a net gain of 14 holders — while 68 added to existing stakes and 60 trimmed.
The largest buyer was Capital International Investors, adding an estimated $18.5M. The largest seller was Millennium Management, cutting an estimated $11.3M.
- 211 institutional investors held Live Oak Bancshares (LOB) as of Q3 2024, up from 198 in Q2 2024.
- Funds reported $1.41B of Live Oak Bancshares stock for Q3 2024, up 35% quarter-over-quarter.
- 30 funds opened new Live Oak Bancshares positions in Q3 2024 and 16 closed out, a net change of +14 holders.
- The largest Live Oak Bancshares buyer in Q3 2024 was Capital International Investors, an estimated $18.5M added.
- The largest Live Oak Bancshares seller in Q3 2024 was Millennium Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2024.