OZK icon

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

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
State Street
5
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
Avestar Capital
New York
$6K +$6K +132 New
TG
352
TLP Group
Illinois
$5K +$5K +103 New
TCOV
353
Trust Company of Vermont
Vermont
$4K – – –
RWA
354
Ropes Wealth Advisors
Massachusetts
$4K +$4K +78 New
PGWM
355
Parisi Gray Wealth Management
New Jersey
$4K +$4K +78 New
JWA
356
JFS Wealth Advisors
Pennsylvania
$4K +$4K +83 New
AssetMark Inc
357
AssetMark Inc
California
$4K +$4K +83 New
QCG
358
Quadrant Capital Group
Ohio
$3K -$689 -17 -19%
FANJ
359
Financial Architects (New Jersey)
New Jersey
$3K – – –
TRCT
360
Tower Research Capital (TRC)
New York
$2K -$90.9K -1,908 -98%
PHK
361
Point72 Hong Kong
Hong Kong
$2K -$33.6K -824 -94%
MPPLM
362
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K +$2K +35 New
LFA
363
Legacy Financial Advisors
Kentucky
$2K +$2K +46 New
RFA
364
Reilly Financial Advisors
California
$1K -$9.09K -100 -90%
CIM
365
Contravisory Investment Management
Massachusetts
$1K – – –
PMFA
366
Plante Moran Financial Advisors
Michigan
$1K +$200 +5 +25%
Financial Engines Advisors
367
Financial Engines Advisors
California
$1K +$1K +18 New
Walleye Trading
368
Walleye Trading
New York
$267 +$267 +5,517 New
PCG
369
Private Capital Group
Connecticut
$6 +$6 +129 New
ZCI
370
Zevenbergen Capital Investments
Washington
– -$48.2M -1,003,105 Closed
NFA
371
Nationwide Fund Advisors
Ohio
– -$31.3M -651,462 Closed
Nuveen Asset Management
372
Nuveen Asset Management
Illinois
– -$17.5M -368,071 Closed
CCFCSB
373
Cape Cod Five Cents Savings Bank
Massachusetts
– -$1.26M -26,173 Closed
Jane Street
374
Jane Street
New York
– -$678K -14,107 Closed
EMG
375
Ellington Management Group
Connecticut
– -$605K -12,600 Closed
12 13 14
15
16