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Bank OZK

289 hedge funds and large institutions have $1.83B invested in Bank OZK in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-46
Holders Change %
-13.73%
% of All Funds
6.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
96
Reduced
111
Closed
76
Calls
$9.35M
Puts
$14.9M
Net Calls
-$5.56M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
226
Steph & Co
Wisconsin
$73K +$73K +4,365 New
PAM
227
Panagora Asset Management
Massachusetts
$67K
WQ
228
Wealth Quarterback
New Jersey
$67K -$53.7K -3,742 -44%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$59K -$6.58K -395 -10%
S
230
SignatureFD
Georgia
$48K -$9.61K -576 -17%
CFGS
231
Concourse Financial Group Securities
Alabama
$44K +$24.3K +1,445 +123%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$42K
GI
233
Gradient Investments
Minnesota
$40K +$14.9K +900 +59%
WWM
234
Willingdon Wealth Management
North Carolina
$36K
QCG
235
Quadrant Capital Group
Ohio
$35K +$11.7K +698 +50%
SF
236
Synovus Financial
Georgia
$35K +$35K +2,066 New
RFM
237
Royal Fund Management
Florida
$34K
AA
238
Ancora Advisors
Ohio
$34K
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
HNB
240
Huntington National Bank
Ohio
$26K
HWA
241
HHM Wealth Advisors
Tennessee
$26K +$26K +1,570 New
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
$24K -$8.15K -480 -25%
ASN
243
Advisory Services Network
Georgia
$21K +$4.37K +251 +26%
APA
244
American Portfolios Advisors
New York
$18.4K +$100 +6 +0.5%
BAM
245
Bellevue Asset Management
Washington
$17K
APWM
246
Atlas Private Wealth Management
New York
$17K +$83 +5 +0.5%
JCM
247
Jacobi Capital Management
Pennsylvania
$17K +$17K +1,000 New
Twin Tree Management
248
Twin Tree Management
Texas
$16K -$21.2K -1,277 -57%
GRP
249
Global Retirement Partners
California
$16K -$222 -13 -1%
HI
250
Hoey Investments
Pennsylvania
$15K