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Bank OZK

350 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, 132 increasing their positions, 116 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

91.54% more ownership

Funds ownership: 0%91.54% (+92%)

41% more capital invested

Capital invested by funds: $4.15B → $5.83B (+$1.68B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

14% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 116

4% more funds holding

Funds holding: 336350 (+14)

34% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $19.1M

Holders
350
Holders Change
+14
Holders Change %
+4.17%
% of All Funds
8.75%
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
132
Reduced
116
Closed
51
Calls
$12.7M
Puts
$19.1M
Net Calls
-$6.45M
Net Calls Change
-$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Aperio Group
California
$670K +$115K +2,593 +26%
MBT
227
Monroe Bank & Trust
Michigan
$669K -$48.5K -1,090 -8%
Tudor Investment Corp
228
Tudor Investment Corp
Connecticut
$645K -$405K -9,090 -43%
AB
229
Amalgamated Bank
New York
$643K +$66.8K +1,501 +14%
RVPG
230
Relative Value Partners Group
$641K
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$641K +$13.6K +306 +3%
SAM
232
Securian Asset Management
Minnesota
$594K +$12.2K +273 +2%
CSIC
233
Clifford Swan Investment Counsel
California
$591K +$2.23K +50 +0.4%
AA
234
ALPS Advisors
Colorado
$589K +$15.4K +345 +3%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$585K +$495K +11,118 New
1GA
236
1st Global Advisors
Texas
$575K -$106K -2,387 -18%
RQS
237
Ramsey Quantitative Systems
Kentucky
$564K -$221K -4,964 -32%
RJT
238
Raymond James Trust
Florida
$548K +$146K +3,269 +46%
SAM
239
Symphony Asset Management
California
$539K +$122K +2,732 +36%
HC
240
Henshaw Capital
Massachusetts
$538K +$104K +2,341 +30%
EM
241
Endicott Management
New York
$526K -$75.1M -1,685,826 -99%
SFM
242
Signet Financial Management
New Jersey
$526K -$312K -7,000 -41%
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$518K -$9.57M -215,017 -96%
KJHP
244
K.J. Harrison & Partners
Ontario, Canada
$510K +$432K +9,698 New
CAN
245
Cetera Advisor Networks
California
$509K -$494K -11,087 -53%
IB
246
Intrust Bank
Kansas
$505K -$113K -2,532 -21%
CAM
247
Capstone Asset Management
Texas
$502K -$47.6K -1,070 -10%
EGM
248
Engineers Gate Manager
New York
$479K +$405K +9,100 New
BUB
249
BBVA USA Bancshares
Texas
$478K -$151K -3,381 -27%
KM
250
Kalos Management
Georgia
$457K +$387K +8,683 New