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Bank OZK

350 hedge funds and large institutions have $5.83B invested in Bank OZK in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

91.54% more ownership

Funds ownership: 0%91.54% (+92%)

41% more capital invested

Capital invested by funds: $4.15B → $5.83B (+$1.68B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

14% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 116

4% more funds holding

Funds holding: 336350 (+14)

34% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $19.1M

Holders
350
Holders Change
+14
Holders Change %
+4.17%
% of All Funds
8.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
69
Increased
132
Reduced
116
Closed
51
Calls
$12.7M
Puts
$19.1M
Net Calls
-$6.45M
Net Calls Change
-$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$46K +$1.6K +36 +4%
FNBT
327
FineMark National Bank & Trust
Florida
$33K -$401 -9 -1%
TWA
328
TCI Wealth Advisors
Arizona
$31K -$1.16K -26 -4%
VCM
329
Versant Capital Management
Arizona
$30K -$891 -20 -3%
FHA
330
First Horizon Advisors
Tennessee
$30K
PMFA
331
Plante Moran Financial Advisors
Michigan
$29K
AA
332
Apriem Advisors
California
$29K +$24.9K +560 New
CAW
333
Cornerstone Advisors (Washington)
Washington
$28K
WA
334
WFG Advisors
Texas
$27K
PRS
335
Pinkerton Retirement Specialists
Idaho
$26K -$445 -10 -2%
First Manhattan
336
First Manhattan
New York
$26K
SPIA
337
Steward Partners Investment Advisory
New York
$25K +$21.4K +481 New
LWM
338
LBA Wealth Management
Florida
$21K +$17.8K +400 New
CHP
339
Cable Hill Partners
Oregon
$18K +$4.41K +99 +40%
YWP
340
YorkBridge Wealth Partners
New York
$13K +$12.2K +274 New
ANBT
341
American National Bank & Trust
Texas
$11K
SNT
342
Security National Trust
West Virginia
$11K
Group One Trading
343
Group One Trading
Illinois
$10K +$8.86K +199 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.2K -27 -14%
GAM
345
Gemmer Asset Management
California
$8K +$3.12K +70 +86%
WCBA
346
Weaver C. Barksdale & Associates
Tennessee
$4K +$223 +5 +8%
BTIS
347
BB&T Investment Services
North Carolina
$4K +$3.65K +82 New
FANJ
348
Financial Architects (New Jersey)
New Jersey
$3K
QCG
349
Quadrant Capital Group
Ohio
$1K
BFM
350
Boothbay Fund Management
New York
$358 +$303K +6,813 New