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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 %
WTC
301
WhitTier Trust Company
Nevada
$7K -$33.7K -1,103 -83%
ASN
302
Advisory Services Network
Georgia
$7K +$738 +27 +12%
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$7K +$1.42K +49 +25%
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$6.72K -$52.7K -1,818 -89%
AA
305
Advisory Alpha
Michigan
$6.6K +$6.6K +200 New
ED
306
Exane Derivatives
France
$6.03K – – –
ANBT
307
American National Bank & Trust
Texas
$6K – – –
IFAM
308
Institutional & Family Asset Management
Colorado
$6K – – –
SNT
309
Security National Trust
West Virginia
$6K – – –
CFA
310
Carroll Financial Associates
North Carolina
$4K – – –
CIAS
311
Capital Investment Advisory Services
North Carolina
$3K – – –
SFSIG
312
San Francisco Sentry Investment Group
California
$3K – – –
OFW
313
Omnia Family Wealth
Florida
$3K – – –
GWS
314
Glassman Wealth Services
Virginia
$3K +$1.8K +72 +150%
HGWM
315
Harvest Group Wealth Management
Massachusetts
$3K +$3K +93 New
CFA
316
Camarda Financial Advisors
Florida
$3K +$3K +94 New
TCOV
317
Trust Company of Vermont
Vermont
$2K -$647 -22 -24%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$2K -$279 -6 -12%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
AIA
320
Alera Investment Advisors
Illinois
$2K +$1.21K +51 +155%
SWA
321
Sutton Wealth Advisors
Florida
$1.13K – – –
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$2.34K -117 -70%
AF
323
Advisornet Financial
Minnesota
$1K – – –
PWM
324
PRW Wealth Management
Massachusetts
$1K – – –
EWM
325
Edge Wealth Management
New York
$1K +$1K +22 New
11 12
13
14 15