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Bank OZK
OZK

Overview Fund Activity

344 hedge funds and large institutions have $5.76B invested in Bank OZK in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-5
Holders Change %
-1.43%
% of All Funds
8.58%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.27%
New
42
Increased
131
Reduced
135
Closed
39
Calls
$12.6M
Puts
$11.5M
Net Calls
+$1.06M
Net Calls Change
+$7.52M

Top Buyers

1
BlackRock
1
BlackRock
New York
$519M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$250M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$513M
4
SFM
4
Systematic Financial Management
New Jersey
$29.7M
5
Invesco
5
Invesco
Georgia
$68.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$403M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.4M
3
HRCM
3
Hood River Capital Management
Florida
$20.1M
4
SCM
4
Sirios Capital Management
Massachusetts
$23.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
WFG Advisors
Texas
$27K – – –
First Manhattan
327
First Manhattan
New York
$26K – – –
LWM
328
LBA Wealth Management
Florida
$21K – – –
YWP
329
YorkBridge Wealth Partners
New York
$20K +$7.26K +156 +57%
AC
330
Alexandria Capital
Virginia
$20K +$20K +375 New
CHP
331
Cable Hill Partners
Oregon
$18K -$319 -6 -2%
SNT
332
Security National Trust
West Virginia
$11K – – –
CBOA
333
Commonwealth Bank of Australia
Australia
$11K +$11K +217 New
ANBT
334
American National Bank & Trust
Texas
$10K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
GAM
336
Gemmer Asset Management
California
$8K – – –
TRCT
337
Tower Research Capital (TRC)
New York
$7K -$135K -2,594 -95%
WCBA
338
Weaver C. Barksdale & Associates
Tennessee
$5K +$1.12K +20 +29%
FANJ
339
Financial Architects (New Jersey)
New Jersey
$3K – – –
BFEC
340
Benjamin F. Edwards & Company
Missouri
$3K +$3K +54 New
QCG
341
Quadrant Capital Group
Ohio
$1K – – –
Walleye Trading
342
Walleye Trading
New York
$346 -$1.53K -29,443 -82%
Allianz Asset Management
343
Allianz Asset Management
Germany
– -$13.1M -250,000 Closed
AAM
344
Aberdeen Asset Management
United Kingdom
– -$8.66M -164,701 Closed
QI
345
QS Investors
New York
– -$6.47M -123,060 Closed
GIM
346
Granahan Investment Management
Massachusetts
– -$5.62M -106,900 Closed
AP
347
AHL Partners
United Kingdom
– -$2.25M -42,673 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
– -$1.85M -35,263 Closed
CCMH
349
Cornerstone Capital Management Holdings
New York
– -$1.76M -33,500 Closed
ARTA
350
A.R.T. Advisors
New York
– -$1.7M -32,300 Closed
12 13
14
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