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Bank OZK
OZK

Overview Fund Activity

338 hedge funds and large institutions have $4.81B invested in Bank OZK in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-27
Holders Change %
-7.4%
% of All Funds
7.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
38
Increased
123
Reduced
124
Closed
63
Calls
$7.69M
Puts
$9.45M
Net Calls
-$1.77M
Net Calls Change
-$7.36M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$101M
2
Goldman Sachs
Goldman Sachs
New York
$139M
3
Principal Financial Group
Principal Financial Group
Iowa
$151M
4
Deutsche Bank
Deutsche Bank
Germany
$28.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$517M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$105M
3
DAC
Dividend Assets Capital
South Carolina
$7.71M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$258M
5
HIM
Hermes Investment Management
United Kingdom
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$378K -$94.2K -2,091 -20%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$361K – – –
FCBT
228
First Citizens Bank & Trust
North Carolina
$358K +$358K +7,950 New
FC
229
Ferris Capital
Massachusetts
$346K – – –
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$345K -$9.51K -211 -3%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$344K +$32.1K +713 +10%
AT
232
Arden Trust
Delaware
$340K -$2.71K -60 -0.8%
Capital Fund Management (CFM)
233
Capital Fund Management (CFM)
France
$334K +$334K +7,419 New
ST
234
Sabal Trust
Florida
$333K – – –
FHC
235
First Heartland Consultants
Missouri
$327K -$27.5K -610 -8%
B
236
Barings
North Carolina
$322K -$718K -15,970 -69%
BUB
237
BBVA USA Bancshares
Texas
$318K +$76.9K +1,708 +32%
SL
238
Signition LP
New York
$305K +$305K +6,779 New
O
239
OppenheimerFunds
New York
$299K +$30K +666 +11%
GEM
240
Global Endowment Management
North Carolina
$283K +$9.01K +200 +3%
WAM
241
World Asset Management
Michigan
$272K -$31K -688 -10%
NJBEST
242
New Jersey Better Educational Savings Trust
New Jersey
$270K – – –
LFAS
243
Level Four Advisory Services
Texas
$266K +$266K +5,900 New
HSBC Holdings
244
HSBC Holdings
United Kingdom
$257K -$574K -12,749 -69%
Arrowstreet Capital
245
Arrowstreet Capital
Massachusetts
$257K +$257K +5,700 New
GT
246
Glenmede Trust
Pennsylvania
$236K +$226K +5,017 +2,240%
BCM
247
Breiter Capital Management
Florida
$230K – – –
PCM
248
Palouse Capital Management
Washington
$230K +$3.37K +75 +1%
FAAS
249
First Allied Advisory Services
California
$225K -$911K -20,224 -80%
YMRC
250
Yorktown Management & Research Company
Virginia
$225K – – –
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10
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