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Bank OZK
OZK

Overview Fund Activity

328 hedge funds and large institutions have $3.28B invested in Bank OZK in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 116 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-3
Holders Change %
-0.91%
% of All Funds
7.14%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
119
Reduced
116
Closed
42
Calls
$5.14M
Puts
$13.6M
Net Calls
-$8.44M
Net Calls Change
+$6.29M

Top Buyers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$34.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$144M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$15.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
5
Norges Bank
Norges Bank
Norway
$44.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$103M
2
EIP
Epoch Investment Partners
New York
$126M
3
State Street
State Street
Massachusetts
$385M
4
KCM
Kennedy Capital Management
Missouri
$0
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$285K +$9.62K +319 +3%
UA
227
Unison Advisors
District of Columbia
$276K +$1.98K +66 +0.7%
AIS
228
AlphaOne Investment Services
Pennsylvania
$268K +$220K +7,300 +456%
BTS
229
BB&T Securities
Virginia
$264K -$2.38K -79 -0.9%
FMWA
230
Forvis Mazars Wealth Advisors
Missouri
$263K +$90 +3 +0%
FHC
231
First Heartland Consultants
Missouri
$258K -$121 -4 -0%
SCM
232
Shelton Capital Management
Colorado
$258K +$251K +8,336 +3,348%
RJT
233
Raymond James Trust
Florida
$256K +$24.3K +806 +10%
JG
234
Jefferies Group
New York
$253K -$406K -13,471 -62%
Jane Street
235
Jane Street
New York
$252K -$1.44M -47,817 -85%
PCM
236
Palouse Capital Management
Washington
$250K -$1.3K -43 -0.5%
MML Investors Services
237
MML Investors Services
Massachusetts
$248K +$9.56K +318 +4%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$241K +$241K +8,000 New
P
239
Pitcairn
Pennsylvania
$238K +$1.51K +50 +0.6%
BCM
240
BTC Capital Management
Iowa
$235K +$235K +7,794 New
William Blair & Company
241
William Blair & Company
Illinois
$233K -$18.6K -616 -7%
PP
242
Pegasus Partners
Wisconsin
$231K +$231K +7,679 New
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$227K +$7.02K +233 +3%
LFAS
244
Level Four Advisory Services
Texas
$223K -$15.1K -500 -6%
ST
245
Sabal Trust
Florida
$218K – – –
HighTower Advisors
246
HighTower Advisors
Illinois
$216K +$216K +7,042 New
PHK
247
Point72 Hong Kong
Hong Kong
$213K +$72K +2,398 +51%
SB
248
Suntrust Banks
Georgia
$213K +$213K +7,076 New
PWMG
249
Prestige Wealth Management Group
New Jersey
$211K -$56.7K -1,884 -21%
CAM
250
Cresset Asset Management
Illinois
$206K +$140K +4,646 +212%
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