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Bank OZK
OZK

Overview Fund Activity

302 hedge funds and large institutions have $2.6B invested in Bank OZK in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-28
Holders Change %
-8.48%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
67
Increased
108
Reduced
89
Closed
94
Calls
$2.81M
Puts
$20.9M
Net Calls
-$18.1M
Net Calls Change
-$15.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$315M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$151M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.7M
5
EIP
5
Epoch Investment Partners
New York
$123M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$0
5
Jennison Associates
5
Jennison Associates
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$108K +$108K +4,715 New
QT
227
Quantbot Technologies
New York
$107K +$107K +4,701 New
S
228
SignatureFD
Georgia
$94K +$61K +2,685 +185%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$85K +$12.7K +557 +18%
Toronto Dominion Bank
230
Toronto Dominion Bank
Ontario, Canada
$82K +$38.3K +1,689 +88%
WT
231
Whittier Trust
California
$81K -$955K -41,989 -92%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$58K -$20.1K -875 -26%
JA
233
JOYN Advisors
Georgia
$58K +$46.2K +2,023 +390%
WWM
234
Willingdon Wealth Management
North Carolina
$49K – – –
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$46.8K -$598K -26,194 -93%
RFM
236
Royal Fund Management
Florida
$46K – – –
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$42K +$42K +1,826 New
KPW
239
Kore Private Wealth
New York
$42K +$42K +1,830 New
PCP
240
Proficio Capital Partners
Massachusetts
$36K +$10.4K +452 +40%
QCG
241
Quadrant Capital Group
Ohio
$36K +$33.5K +1,669 +1,325%
GI
242
Gradient Investments
Minnesota
$35K – – –
VRM
243
Vectors Research Management
New York
$34K – – –
SWM
244
SeaCrest Wealth Management
New York
$34K +$15.9K +703 +88%
AIS
245
AlphaOne Investment Services
Pennsylvania
$34K +$34K +1,493 New
TRCT
246
Tower Research Capital (TRC)
New York
$32K -$183K -7,972 -85%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$32K +$22.9K +1,000 +250%
WTC
248
WhitTier Trust Company
Nevada
$30K -$88.1K -3,911 -75%
PA
249
Parallel Advisors
California
$30K +$30K +1,329 New
CFG
250
Citizens Financial Group
Rhode Island
$28K +$26.4K +1,160 +1,681%
8 9
10
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