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Bank OZK

350 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, 132 increasing their positions, 116 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

91.54% more ownership

Funds ownership: 0%91.54% (+92%)

41% more capital invested

Capital invested by funds: $4.15B → $5.83B (+$1.68B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

14% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 116

4% more funds holding

Funds holding: 336350 (+14)

34% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $19.1M

Holders
350
Holders Change
+14
Holders Change %
+4.17%
% of All Funds
8.75%
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
132
Reduced
116
Closed
51
Calls
$12.7M
Puts
$19.1M
Net Calls
-$6.45M
Net Calls Change
-$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Shelton Capital Management
Colorado
$321K
PAM
277
Paradigm Asset Management
New York
$316K -$508K -11,400 -66%
SCM
278
Southport Capital Management
Tennessee
$310K
LPL Financial
279
LPL Financial
California
$310K +$261K +5,867 New
Simplex Trading
280
Simplex Trading
Illinois
$299K -$59K -1,326 -19%
ANB
281
Amarillo National Bank
Texas
$296K -$27.8K -625 -10%
IA
282
Icon Advisers
Colorado
$295K
HCM
283
Hilton Capital Management
New York
$295K +$250K +5,613 New
M&T Bank
284
M&T Bank
New York
$293K -$74.1K -1,664 -23%
WAM
285
World Asset Management
Michigan
$289K -$17.5K -394 -7%
KIG
286
Kessler Investment Group
Indiana
$282K +$239K +5,360 New
CAS
287
Cue Advisory Services
Arizona
$273K -$7.57K -170 -3%
BIG
288
Bellwether Investment Group
Tennessee
$270K +$229K +5,140 New
FHAM
289
Folger Hill Asset Management
New York
$268K -$561K -12,607 -71%
NA
290
Neuburgh Advisers
California
$268K +$227K +5,100 New
CF
291
CenterStar Fund
Illinois
$266K
TI
292
Telemetry Investments
New York
$263K -$72.1K -1,619 -24%
HFS
293
HL Financial Services
Kentucky
$263K +$223K +5,004 New
P
294
Pitcairn
Pennsylvania
$258K -$16.9K -380 -7%
CNBT
295
Canandaigua National Bank & Trust
New York
$257K +$218K +4,900 New
FAM
296
Fortaleza Asset Management
Illinois
$254K +$146K +3,285 +213%
CG
297
Cutler Group
California
$251K +$16.3K +365 +8%
MMG
298
Monetary Management Group
Missouri
$248K +$210K +4,720 New
FHC
299
First Heartland Consultants
Missouri
$244K +$207K +4,642 New
LBG
300
Lloyds Banking Group
United Kingdom
$239K -$9.97K -224 -5%