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Bank OZK
OZK

Overview Fund Activity

372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
130
Reduced
120
Closed
22
Calls
$11.7M
Puts
$8.29M
Net Calls
+$3.44M
Net Calls Change
+$11M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$327M
2
Millennium Management
Millennium Management
New York
$43.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$150M
4
Vanguard Group
Vanguard Group
Pennsylvania
$536M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$20M

Top Sellers

1
ZCI
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1M
3
NFA
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
State Street
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$48K +$7.8K +161 +19%
First Manhattan
327
First Manhattan
New York
$43K – – –
Group One Trading
328
Group One Trading
Illinois
$40K +$40K +832 New
GFP
329
Gryphon Financial Partners
Ohio
$34K +$34K +712 New
X
330
Xponance
Pennsylvania
$33K +$33K +648 New
BCM
331
Brasada Capital Management
Texas
$33K +$33K +680 New
SWP
332
Stratos Wealth Partners
Ohio
$28K +$28K +586 New
TWA
333
TCI Wealth Advisors
Arizona
$26K – – –
VCM
334
Versant Capital Management
Arizona
$26K – – –
MOS
335
MGO One Seven
Ohio
$22K +$22K +459 New
SWM
336
SeaCrest Wealth Management
New York
$21K +$21K +441 New
CAW
337
Cornerstone Advisors (Washington)
Washington
$19K – – –
WCM
338
Whitener Capital Management
North Carolina
$19K +$19K +400 New
Bessemer Group
339
Bessemer Group
New Jersey
$18K -$18K -380 -50%
FPFS
340
First Personal Financial Services
North Carolina
$17K +$17K +351 New
PFBT
341
Parkside Financial Bank & Trust
Missouri
$16K – – –
DCM
342
Delpha Capital Management
New York
$11K +$11K +219 New
BBHC
343
Brown Brothers Harriman & Co
New York
$11K +$11K +223 New
ANBT
344
American National Bank & Trust
Texas
$10K – – –
SNT
345
Security National Trust
West Virginia
$10K – – –
GT
346
Glenmede Trust
Pennsylvania
$9K +$9K +224 New
MA
347
MCF Advisors
Kentucky
$8K – – –
GAM
348
Gemmer Asset Management
California
$7K – – –
GRP
349
Global Retirement Partners
California
$6K – – –
WCBA
350
Weaver C. Barksdale & Associates
Tennessee
$6K +$154 +3 +3%
12 13
14
15 16