HolderBook

LIVE OAK CRESTVIEW CLIMATE A (LOCC)

Institutional ownership reported to the SEC as of Q3 2023, across 8 quarters.

41
Reporting holders
$188.3M
Reported value
0.0%
Held as options
-6
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Atlas Merchant Capital LLC$19.9M1,925,0004.07%newNEW
ADAGE CAPITAL PARTNERS GP, L.L.C.$18.6M1,800,0000.04%8qHELD
Polar Asset Management Partners Inc.$16.4M1,582,8000.36%newNEW
Atalaya Capital Management LP$12.4M1,199,99513.80%8q-24.2%-$4.0M
First Trust Capital Management L.P.$10.3M1,000,0000.57%3q-9.1%-$1.0M
Davidson Kempner Capital Management LP$10.3M990,0000.13%8qHELD
Alberta Investment Management Corp$10.2M990,0000.11%7qHELD
MIZUHO SECURITIES USA LLC$9.8M951,5940.30%newNEW
RIVERNORTH CAPITAL MANAGEMENT, LLC$7.8M757,0770.41%newNEW
COWEN AND COMPANY, LLC$7.7M749,4740.54%2q+3907.7%+$7.5M
Radcliffe Capital Management, L.P.$7.7M742,1530.95%8q+85.5%+$3.5M
Westchester Capital Management, LLC$7.2M700,0000.21%2q+9.3%+$612.7K
Sandia Investment Management LP$6.6M642,0671.80%newNEW
Periscope Capital Inc.$5.4M519,3190.61%4qHELD
KIM, LLC$5.2M500,0000.52%newNEW
MILLENNIUM MANAGEMENT LLC$4.1M400,0000.00%7q-50.0%-$4.1M
Corbin Capital Partners, L.P.$3.1M300,0054.59%8q-24.2%-$991.6K
FIR TREE CAPITAL MANAGEMENT LP$2.9M276,0100.30%newNEW
DELTEC ASSET MANAGEMENT LLC$2.8M271,3650.64%2q+56.5%+$1.0M
Bulldog Investors, LLP$2.8M269,6500.97%2q+143.8%+$1.6M
Sage Rock Capital Management LP$2.7M266,0003.16%newNEW
Exos TFP Holdings LLC$2.4M231,0231.29%5q-1.3%-$31.1K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M200,0000.02%6qHELD
Schechter Investment Advisors, LLC$1.8M174,9570.18%2q-29.9%-$769.9K
TORONTO DOMINION BANK$1.6M157,8000.00%8qHELD
GRITSTONE ASSET MANAGEMENT LLC$1.2M120,3641.56%4qHELD
DUPONT CAPITAL MANAGEMENT CORP$1.0M99,9960.09%8qHELD
Flow State Investments, L.P.$810.2K78,4280.25%2q-60.8%-$1.3M
BCK Capital Management LP$767.2K74,2680.39%newNEW
Wealthspring Capital LLC$570.1K55,1850.97%2q+25.3%+$115.2K
Robinson Capital Management, LLC$480.8K46,5000.21%5q+304.2%+$361.9K
Toroso Investments, LLC$361.6K35,0000.01%newNEW
JPMORGAN CHASE & CO$258.2K25,0000.00%8q-95.3%-$5.2M
Karpus Management, Inc.$210.7K20,3190.01%5qHELD
ATW SPAC MANAGEMENT LLC$186.6K18,0640.27%2qHELD
CAPTRUST FINANCIAL ADVISORS$173.7K16,8150.00%newNEW
StoneX Group Inc.$154.9K15,0000.02%2q-25.0%-$51.6K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$135.6K13,1250.02%newNEW
CLEAR STREET LLC$15.5K1,5000.00%3q-82.3%-$72.1K
PICTON MAHONEY ASSET MANAGEMENT$3.4K327,0860.10%7qHELD
Shaolin Capital Management LLC$2.1K200,0000.07%8qHELD
Tower Research Capital LLC (TRC)$1.7K1660.00%newNEW
UBS Group AG$1.2K1200.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202341$188.3M18,216,139147100.0%
Q2 202347$181.8M17,840,69216940.0%
Q1 202334$165.3M16,369,7543520.0%
Q4 202227$110.3M11,084,5763230.0%
Q3 202241$158.0M16,292,1035350.0%
Q2 202240$162.9M16,949,0357610.0%
Q1 202236$150.3M15,452,7628470.0%
Q4 202128$119.6M12,255,83527000.0%