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Bank OZK
OZK

Overview Fund Activity

331 hedge funds and large institutions have $3.16B invested in Bank OZK in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
331
Holders Change
+29
Holders Change %
+9.6%
% of All Funds
7.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
66
Increased
129
Reduced
98
Closed
37
Calls
$3.35M
Puts
$18.1M
Net Calls
-$14.7M
Net Calls Change
+$3.38M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$108M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$35.9M
4
SWM
4
Selective Wealth Management
Virginia
$8.45M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$48.3M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$24.9M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$29.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$315M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
351
Wedbush Securities
California
– – -9,576 Closed
WT
352
Whittier Trust
California
– – -3,560 Closed
JA
353
JOYN Advisors
Georgia
– – -2,542 Closed
KPW
354
Kore Private Wealth
New York
– – -1,830 Closed
GI
355
Gradient Investments
Minnesota
– – -1,522 Closed
SWM
356
SeaCrest Wealth Management
New York
– – -1,500 Closed
CFG
357
Citizens Financial Group
Rhode Island
– – -1,229 Closed
QCIG
358
Quad-Cities Investment Group
Iowa
– – -1,026 Closed
RWA
359
River Wealth Advisors
Pennsylvania
– – -550 Closed
Bessemer Group
360
Bessemer Group
New Jersey
– – -380 Closed
DWM
361
Doyle Wealth Management
Florida
– – -200 Closed
FRA
362
Front Row Advisors
California
– – -200 Closed
MOS
363
MGO One Seven
Ohio
– – -190 Closed
MA
364
MCF Advisors
Kentucky
– – -160 Closed
HNB
365
Huntington National Bank
Ohio
– – -88 Closed
AIC
366
Ameritas Investment Company
Nebraska
– – -5 Closed
GTAM
367
Global Trust Asset Management
Florida
$0 16 – –
1NWS
368
1 North Wealth Services
Maryland
– – – –
Wolverine Trading
369
Wolverine Trading
Illinois
– – – –
EAM
370
Erste Asset Management
Austria
– – – –
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
– – – –
PCG
372
Private Capital Group
Connecticut
$0 6 +6 New
11 12 13 14
15