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Bank OZK
OZK

Overview Fund Activity

372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
130
Reduced
120
Closed
22
Calls
$11.7M
Puts
$8.29M
Net Calls
+$3.44M
Net Calls Change
+$11M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Millennium Management
2
Millennium Management
New York
$43.6M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$536M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$20M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
State Street
5
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
301
Panagora Asset Management
Massachusetts
$193K -$238K -4,922 -55%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$167K +$89.4K +1,852 +115%
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$160K -$435 -9 -0.3%
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$153K +$41.2K +850 +37%
PAM
305
Paradigm Asset Management
New York
$143K – – –
FIM
306
Foresters Investment Management
New York
$107K +$107K +2,200 New
WWM
307
Willingdon Wealth Management
North Carolina
$105K – – –
BFEC
308
Benjamin F. Edwards & Company
Missouri
$100K – – –
BTIS
309
BB&T Investment Services
North Carolina
$91K +$32.3K +672 +55%
WTC
310
WhitTier Trust Company
Nevada
$89K +$36.2K +749 +68%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K – – –
APA
312
American Portfolios Advisors
New York
$77.3K +$77.3K +1,596 New
ASN
313
Advisory Services Network
Georgia
$75K +$47.6K +978 +174%
GI
314
Gradient Investments
Minnesota
$74K +$74K +1,522 New
IWP
315
Icon Wealth Partners
Texas
$73K +$73K +1,506 New
AWM
316
Avior Wealth Management
Nebraska
$70K +$70K +1,451 New
SPIA
317
Steward Partners Investment Advisory
New York
$66K -$27.7K -575 -30%
CAL
318
Capital Analysts LLC
Pennsylvania
$63K +$32.2K +664 +104%
DAM
319
Delta Asset Management
Tennessee
$62K – – –
HNB
320
Huntington National Bank
Ohio
$62K +$3.43K +71 +6%
IA
321
IFP Advisors
Florida
$60K -$3.46K -71 -5%
SQA
322
Simon Quick Advisors
New Jersey
$59K +$59K +1,182 New
PCP
323
Proficio Capital Partners
Massachusetts
$54K – – –
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$54K +$1.2K +25 +2%
MMG
325
Monetary Management Group
Missouri
$51K – – –
11 12
13
14 15