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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
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$34.5M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$144M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$15.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$149M
5
Norges Bank
5
Norges Bank
Norway
$44.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$103M
2
EIP
2
Epoch Investment Partners
New York
$126M
3
State Street
3
State Street
Massachusetts
$385M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
301
Realta Investment Advisors
Delaware
$9K +$9K +310 New
RCAG
302
Rehmann Capital Advisory Group
Michigan
$8.94K +$966 +32 +12%
ASN
303
Advisory Services Network
Georgia
$8K +$606 +21 +8%
GAM
304
Griffin Asset Management
New York
$8K +$8K +255 New
CIA
305
CSat Investment Advisory
Michigan
$8K +$8K +256 New
WTC
306
WhitTier Trust Company
Nevada
$7K – – –
CFA
307
Carroll Financial Associates
North Carolina
$7K +$2.33K +78 +50%
ED
308
Exane Derivatives
France
$6.26K – – –
SNT
309
Security National Trust
West Virginia
$6K – – –
IFAM
310
Institutional & Family Asset Management
Colorado
$6K – – –
DWM
311
Doyle Wealth Management
Florida
$6K +$6K +200 New
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$5K +$5K +160 New
GWS
313
Glassman Wealth Services
Virginia
$4K +$98 +3 +3%
BGIM
314
Brandywine Global Investment Management
Pennsylvania
$4K +$4K +120 New
CIAS
315
Capital Investment Advisory Services
North Carolina
$3K – – –
CFA
316
Camarda Financial Advisors
Florida
$3K – – –
SFSIG
317
San Francisco Sentry Investment Group
California
$3K – – –
SWA
318
Sutton Wealth Advisors
Florida
$2.74K +$1.57K +52 +133%
OAM
319
Oppenheimer Asset Management
New York
$2K -$7.06K -247 -78%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
HGWM
322
Harvest Group Wealth Management
Massachusetts
$2K – – –
TCOV
323
Trust Company of Vermont
Vermont
$2K – – –
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PCG
325
Private Capital Group
Connecticut
$2K +$1.7K +34 +567%
11 12
13
14 15