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Bank OZK
OZK

Overview Fund Activity

349 hedge funds and large institutions have $5.83B invested in Bank OZK in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 116 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+14
Holders Change %
+4.18%
% of All Funds
8.74%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
69
Increased
131
Reduced
116
Closed
51
Calls
$12.7M
Puts
$19.1M
Net Calls
-$6.45M
Net Calls Change
-$8.41M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$142M
2
PP
2
Prudential plc
United Kingdom
$88.8M
3
EIP
3
Epoch Investment Partners
New York
$54.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$220M
5
ZCI
5
Zevenbergen Capital Investments
Washington
$34.2M

Top Sellers

1
EM
1
Endicott Management
New York
$526K
2
KCM
2
Kensico Capital Management
Connecticut
$0
3
AAM
3
Aberdeen Asset Management
United Kingdom
$8.66M
4
SCM
4
Sirios Capital Management
Massachusetts
$45.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Aperio Group
California
$670K +$136K +2,593 +26%
MBT
227
Monroe Bank & Trust
Michigan
$669K -$57.3K -1,090 -8%
Tudor Investment Corp
228
Tudor Investment Corp
Connecticut
$645K -$478K -9,090 -43%
AB
229
Amalgamated Bank
New York
$643K +$78.9K +1,501 +14%
RVPG
230
Relative Value Partners Group
$641K – – –
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$641K +$16.1K +306 +3%
SAM
232
Securian Asset Management
Minnesota
$594K +$14.4K +273 +2%
CSIC
233
Clifford Swan Investment Counsel
California
$591K +$2.63K +50 +0.4%
AA
234
ALPS Advisors
Colorado
$589K +$18.1K +345 +3%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$585K +$585K +11,118 New
1GA
236
1st Global Advisors
Texas
$575K -$126K -2,387 -18%
RQS
237
Ramsey Quantitative Systems
Kentucky
$564K -$261K -4,964 -32%
RJT
238
Raymond James Trust
Florida
$548K +$172K +3,269 +46%
SAM
239
Symphony Asset Management
California
$539K +$144K +2,732 +36%
EM
240
Endicott Management
New York
$526K -$88.7M -1,685,826 -99%
SFM
241
Signet Financial Management
New Jersey
$526K -$368K -7,000 -41%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$518K -$11.3M -215,017 -96%
KJHP
243
K.J. Harrison & Partners
Ontario, Canada
$510K +$510K +9,698 New
CAN
244
Cetera Advisor Networks
California
$509K -$585K -11,087 -53%
IB
245
Intrust Bank
Kansas
$505K -$133K -2,532 -21%
CAM
246
Capstone Asset Management
Texas
$502K -$56.2K -1,070 -10%
EGM
247
Engineers Gate Manager
New York
$479K +$479K +9,100 New
BUB
248
BBVA USA Bancshares
Texas
$478K -$178K -3,381 -27%
KM
249
Kalos Management
Georgia
$457K +$457K +8,683 New
PAM
250
Princeton Alpha Management
New Jersey
$455K -$779K -14,819 -63%
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10
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