Live Oak Bancshares
218 hedge funds and large institutions have $1.2B invested in Live Oak Bancshares in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 25 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 54
35% more capital inflows, than outflows
Capital inflows: $105M | Capital outflows: $77.6M
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
3% more funds holding
Funds holding: 212 → 218 (+6)
0.92% more ownership
Funds ownership: 66.25% → 67.17% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
26% less call options, than puts
Call options by funds: $264K | Put options by funds: $359K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$39.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$10.3M |
| 3 |
Southernsun Asset Management
Memphis,
Tennessee
|
+$3.34M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.34M |
| 5 |
Point72 Europe
London,
United Kingdom
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$18.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.2M |
| 3 |
Millennium Management
New York
|
-$5.75M |
| 4 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.24M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.2M |
LOB Hedge Fund Activity: Q4 2024 in Review
218 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2024, worth a combined $1.2B — down 15% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LOB positions and 25 closed out — a net gain of 8 holders — while 81 added to existing stakes and 54 trimmed.
The largest buyer was Capital International Investors, adding an estimated $39.6M. The largest seller was Diamond Hill Capital Management, cutting an estimated $18.7M.
- 218 institutional investors held Live Oak Bancshares (LOB) as of Q4 2024, up from 212 in Q3 2024.
- Funds reported $1.2B of Live Oak Bancshares stock for Q4 2024, down 15% quarter-over-quarter.
- 33 funds opened new Live Oak Bancshares positions in Q4 2024 and 25 closed out, a net change of +8 holders.
- The largest Live Oak Bancshares buyer in Q4 2024 was Capital International Investors, an estimated $39.6M added.
- The largest Live Oak Bancshares seller in Q4 2024 was Diamond Hill Capital Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2024.