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Bank OZK
OZK

Overview Fund Activity

338 hedge funds and large institutions have $4.81B invested in Bank OZK in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-27
Holders Change %
-7.4%
% of All Funds
7.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
38
Increased
123
Reduced
124
Closed
63
Calls
$7.69M
Puts
$9.45M
Net Calls
-$1.77M
Net Calls Change
-$7.36M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$151M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$517M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$105M
3
DAC
3
Dividend Assets Capital
South Carolina
$7.71M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$258M
5
HIM
5
Hermes Investment Management
United Kingdom
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCAMG
301
Woodard & Company Asset Management Group
North Carolina
$22.5K +$4.5K +100 +25%
FHA
302
Flagship Harbor Advisors
Massachusetts
$22K +$22K +500 New
RCAG
303
Rehmann Capital Advisory Group
Michigan
$18.8K -$3.16K -70 -14%
Bessemer Group
304
Bessemer Group
New Jersey
$17K – – –
FPFS
305
First Personal Financial Services
North Carolina
$16K – – –
PFBT
306
Parkside Financial Bank & Trust
Missouri
$15K – – –
CPIG
307
Chicago Partners Investment Group
Illinois
$13K – – –
X
308
Xponance
Pennsylvania
$10K -$13.3K -322 -57%
ED
309
Exane Derivatives
France
$9.48K -$199K -4,378 -95%
ANBT
310
American National Bank & Trust
Texas
$9K – – –
AC
311
Avestar Capital
New York
$9K – – –
SNT
312
Security National Trust
West Virginia
$9K – – –
CF
313
Centaurus Financial
California
$9K +$9K +207 New
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$8K -$47.2K -1,014 -85%
GAM
315
Gemmer Asset Management
California
$7K -$88 -2 -1%
IFAM
316
Institutional & Family Asset Management
Colorado
$7K – – –
MA
317
MCF Advisors
Kentucky
$7K – – –
GRP
318
Global Retirement Partners
California
$6K – – –
PA
319
Parallel Advisors
California
$6K +$6K +141 New
JA
320
JOYN Advisors
Georgia
$6K +$6K +144 New
CFA
321
Carroll Financial Associates
North Carolina
$6K +$5.92K +150 +7,500%
RE
322
RBC Europe
United Kingdom
$5.23K +$5.23K +116 New
PHK
323
Point72 Hong Kong
Hong Kong
$5K -$32.1K -732 -87%
RWA
324
Ropes Wealth Advisors
Massachusetts
$4K – – –
TCOV
325
Trust Company of Vermont
Vermont
$4K – – –
11 12
13
14 15