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Bank OZK
OZK

Overview Fund Activity

349 hedge funds and large institutions have $5.83B invested in Bank OZK in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 116 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+14
Holders Change %
+4.18%
% of All Funds
8.74%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
69
Increased
131
Reduced
116
Closed
51
Calls
$12.7M
Puts
$19.1M
Net Calls
-$6.45M
Net Calls Change
-$8.41M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$142M
2
PP
2
Prudential plc
United Kingdom
$88.8M
3
EIP
3
Epoch Investment Partners
New York
$54.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$220M
5
ZCI
5
Zevenbergen Capital Investments
Washington
$34.2M

Top Sellers

1
EM
1
Endicott Management
New York
$526K
2
KCM
2
Kensico Capital Management
Connecticut
$0
3
AAM
3
Aberdeen Asset Management
United Kingdom
$8.66M
4
SCM
4
Sirios Capital Management
Massachusetts
$45.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
251
WealthSource Partners
California
$453K +$18.4K +350 +4%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$448K -$29.2K -555 -6%
ST
253
Spot Trading
Illinois
$448K +$448K +8,528 New
ID
254
Integral Derivatives
New York
$447K +$447K +8,500 New
CIM
255
CIM Investment Management
Pennsylvania
$440K – – –
KeyBank National Association
256
KeyBank National Association
Ohio
$438K +$6.68K +127 +2%
AG
257
Advisor Group
Arizona
$428K +$8.89K +169 +2%
WSFS
258
Wilmington Savings Fund Society
Delaware
$425K – – –
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$422K +$1.11K +21 +0.3%
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$421K +$287K +5,654 +214%
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$419K -$162K -3,091 -28%
UCFA
262
United Capital Financial Advisors
Texas
$419K +$14.3K +272 +4%
LIM
263
Lathrop Investment Management
Arkansas
$405K -$432K -8,214 -52%
CIM
264
Calvert Investment Management
Maryland
$389K -$35.8K -682 -8%
SCCM
265
Schafer Cullen Capital Management
New York
$379K -$244K -4,640 -39%
DTL
266
Dynamic Technology Lab
Singapore
$372K +$372K +7,077 New
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$368K -$47.3K -900 -11%
N
268
Natixis
France
$365K +$365K +6,939 New
GEM
269
Global Endowment Management
North Carolina
$360K +$360K +6,840 New
JIP
270
Jaffetilchin Investment Partners
Florida
$347K +$347K +6,589 New
BCM
271
Bayesian Capital Management
New York
$340K +$340K +6,461 New
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$333K +$114K +2,167 +52%
LIA
273
LS Investment Advisors
Michigan
$328K +$19.4K +370 +6%
FA
274
FDx Advisors
Illinois
$323K +$323K +6,146 New
SCM
275
Shelton Capital Management
Colorado
$321K – – –
9 10
11
12 13