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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 %
VRM
276
Vectors Research Management
New York
$45K – – –
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$42K -$716 -24 -2%
PA
278
Parallel Advisors
California
$42K – – –
BCA
279
Berman Capital Advisors
Georgia
$36K +$12.6K +428 +54%
CFB
280
Cullen/Frost Bankers
Texas
$30K +$18.1K +610 +153%
MAM
281
Meeder Asset Management
Ohio
$30K +$30K +983 New
Twin Tree Management
282
Twin Tree Management
Texas
$30K +$30K +998 New
GRP
283
Global Retirement Partners
California
$28K +$2.33K +76 +9%
SGAM
284
Smith Group Asset Management
Texas
$26K -$605 -20 -2%
LC
285
Lindbrook Capital
California
$25K – – –
CFGS
286
Concourse Financial Group Securities
Alabama
$25K +$1.8K +59 +8%
SPIA
287
Steward Partners Investment Advisory
New York
$21K +$21K +700 New
NFG
288
Next Financial Group
Texas
$19K +$19K +631 New
IRC
289
Investors Research Corp
Georgia
$18K – – –
GWM
290
Geneos Wealth Management
Colorado
$17K -$12.5K -424 -42%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$17K – – –
TWA
292
TCI Wealth Advisors
Arizona
$16K – – –
DAM
293
Delta Asset Management
Tennessee
$15K – – –
FPFS
294
First Personal Financial Services
North Carolina
$13K – – –
HNB
295
Huntington National Bank
Ohio
$12K +$12K +406 New
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$11K -$11.4K -367 -51%
VCM
297
Versant Capital Management
Arizona
$11K -$4.54K -159 -29%
FPS
298
Fieldpoint Private Securities
Connecticut
$11K +$11K +365 New
GAM
299
Gemmer Asset Management
California
$10K +$1.04K +33 +12%
TFA
300
Toth Financial Advisory
Virginia
$9K +$9K +300 New
10 11
12
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