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Bank OZK
OZK

Overview Fund Activity

328 hedge funds and large institutions have $3.28B invested in Bank OZK in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 116 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-3
Holders Change %
-0.91%
% of All Funds
7.14%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
119
Reduced
116
Closed
42
Calls
$5.14M
Puts
$13.6M
Net Calls
-$8.44M
Net Calls Change
+$6.29M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$34.5M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$144M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$15.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$149M
5
Norges Bank
5
Norges Bank
Norway
$44.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$103M
2
EIP
2
Epoch Investment Partners
New York
$126M
3
State Street
3
State Street
Massachusetts
$385M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
351
Osborn Williams & Donohoe
Ohio
– -$119K -3,920 Closed
Group One Trading
352
Group One Trading
Illinois
– -$100K -3,459 Closed
CMBA
353
C.M. Bidwell & Associates
Hawaii
– -$69K -2,385 Closed
IWP
354
Icon Wealth Partners
Texas
– -$53K -1,819 Closed
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
– -$44K -1,504 Closed
MC
356
Machina Capital
France
– -$43K -1,480 Closed
FANJ
357
Financial Architects (New Jersey)
New Jersey
– -$41K -1,400 Closed
PAM
358
Paradigm Asset Management
New York
– -$26.1K -900 Closed
LFG
359
Larson Financial Group
Missouri
– -$13K -445 Closed
FHB
360
First Hawaiian Bank
Hawaii
– -$12K -410 Closed
LWA
361
Lenox Wealth Advisors
New York
– -$8K -267 Closed
WAM
362
Wealthspire Advisors (Maryland)
Maryland
– -$7K -242 Closed
ANBT
363
American National Bank & Trust
Texas
– -$6K -200 Closed
AA
364
Advisory Alpha
Michigan
– -$6.6K -200 Closed
OFW
365
Omnia Family Wealth
Florida
– -$3K -118 Closed
AIA
366
Alera Investment Advisors
Illinois
– -$2K -84 Closed
PWM
367
PRW Wealth Management
Massachusetts
– -$1K -47 Closed
LFA
368
Legacy Financial Advisors
Kentucky
– -$1K -34 Closed
AF
369
Advisornet Financial
Minnesota
– -$1K -30 Closed
EWM
370
Edge Wealth Management
New York
– -$1K -22 Closed
11 12 13 14
15