OZK icon

Bank OZK
OZK

Overview Fund Activity

331 hedge funds and large institutions have $3.16B invested in Bank OZK in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+29
Holders Change %
+9.6%
% of All Funds
7.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
66
Increased
129
Reduced
98
Closed
37
Calls
$3.35M
Puts
$18.1M
Net Calls
-$14.7M
Net Calls Change
+$3.38M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$108M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$35.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$48.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$15.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$24.9M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$29.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$315M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$265K -$117K -4,036 -31%
UA
227
Unison Advisors
District of Columbia
$264K – – –
TRCT
228
Tower Research Capital (TRC)
New York
$260K +$219K +7,564 +541%
PWMG
229
Prestige Wealth Management Group
New Jersey
$258K +$7.16K +247 +3%
BTS
230
BB&T Securities
Virginia
$256K +$256K +8,862 New
FMWA
231
Forvis Mazars Wealth Advisors
Missouri
$253K +$253K +8,723 New
FHC
232
First Heartland Consultants
Missouri
$248K +$248K +8,566 New
William Blair & Company
233
William Blair & Company
Illinois
$242K +$242K +8,345 New
PCM
234
Palouse Capital Management
Washington
$242K +$242K +8,347 New
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$235K +$235K +8,134 New
HFS
236
HL Financial Services
Kentucky
$232K +$232K +8,000 New
MML Investors Services
237
MML Investors Services
Massachusetts
$230K +$230K +7,934 New
FRM
238
Fox Run Management
Connecticut
$230K +$230K +7,946 New
LFAS
239
Level Four Advisory Services
Texas
$229K +$229K +7,900 New
CBOA
240
Commonwealth Bank of Australia
Australia
$228K – – –
P
241
Pitcairn
Pennsylvania
$228K +$228K +7,854 New
RJT
242
Raymond James Trust
Florida
$223K +$223K +7,695 New
SSA
243
Schonfeld Strategic Advisors
New York
$220K +$220K +7,599 New
GCA
244
Gideon Capital Advisors
New York
$219K +$219K +7,559 New
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$214K -$38.1K -1,303 -15%
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$212K -$9.49K -327 -4%
ST
247
Sabal Trust
Florida
$210K +$210K +7,242 New
QC
248
Quadrature Capital
United Kingdom
$205K +$205K +7,077 New
Toronto Dominion Bank
249
Toronto Dominion Bank
Ontario, Canada
$201K +$96.2K +3,325 +92%
RFC
250
Regions Financial Corp
Alabama
$194K +$57.2K +1,971 +42%
8 9
10
11 12