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

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$24.9M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$29.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$315M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$41K +$41K +1,431 New
PA
277
Parallel Advisors
California
$40K +$1.62K +56 +4%
GWM
278
Geneos Wealth Management
Colorado
$28K – – –
PAM
279
Paradigm Asset Management
New York
$26.1K -$4.35K -150 -14%
SGAM
280
Smith Group Asset Management
Texas
$26K +$26K +880 New
GRP
281
Global Retirement Partners
California
$24K +$4.67K +163 +24%
LC
282
Lindbrook Capital
California
$24K +$12.2K +425 +104%
BCA
283
Berman Capital Advisors
Georgia
$23K +$3.96K +137 +21%
CFGS
284
Concourse Financial Group Securities
Alabama
$22K -$608 -21 -3%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$21K -$2.01K -69 -9%
IRC
286
Investors Research Corp
Georgia
$17K +$17K +600 New
PFBT
287
Parkside Financial Bank & Trust
Missouri
$16K +$4.53K +158 +40%
VCM
288
Versant Capital Management
Arizona
$15K -$469 -17 -3%
TWA
289
TCI Wealth Advisors
Arizona
$15K – – –
DAM
290
Delta Asset Management
Tennessee
$14K -$1.41K -50 -9%
LFG
291
Larson Financial Group
Missouri
$13K – – –
FPFS
292
First Personal Financial Services
North Carolina
$13K +$2.52K +84 +24%
IA
293
IFP Advisors
Florida
$12K +$8.64K +288 +257%
CFB
294
Cullen/Frost Bankers
Texas
$12K +$12K +400 New
FHB
295
First Hawaiian Bank
Hawaii
$12K +$12K +410 New
OAM
296
Oppenheimer Asset Management
New York
$9K -$1.11K -39 -11%
SCM
297
Shelton Capital Management
Colorado
$8.59K +$8.59K +249 New
GAM
298
Gemmer Asset Management
California
$8K +$845 +30 +12%
LWA
299
Lenox Wealth Advisors
New York
$8K +$8K +267 New
RCAG
300
Rehmann Capital Advisory Group
Michigan
$7.66K +$1.57K +54 +26%
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