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Bank OZK
OZK

Overview Fund Activity

338 hedge funds and large institutions have $4.81B invested in Bank OZK in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-27
Holders Change %
-7.4%
% of All Funds
7.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
38
Increased
123
Reduced
124
Closed
63
Calls
$7.69M
Puts
$9.45M
Net Calls
-$1.77M
Net Calls Change
-$7.36M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$151M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$517M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$105M
3
DAC
3
Dividend Assets Capital
South Carolina
$7.71M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$258M
5
HIM
5
Hermes Investment Management
United Kingdom
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
376
Paloma Partners
Connecticut
– -$533K -11,039 Closed
TRCT
377
Tower Research Capital (TRC)
New York
– -$529K -10,949 Closed
EGPO
378
EnTrust Global Partners Offshore
New York
– -$449K -9,300 Closed
JIP
379
Jaffetilchin Investment Partners
Florida
– -$389K -8,065 Closed
SIP
380
Stoneridge Investment Partners
Pennsylvania
– -$327K -6,784 Closed
GAM
381
Gotham Asset Management
New York
– -$324K -6,706 Closed
Nomura Holdings
382
Nomura Holdings
Japan
– -$320 -6,631 Closed
Two Sigma Advisers
383
Two Sigma Advisers
New York
– -$300K -6,212 Closed
OCG
384
Opus Capital Group
Ohio
– -$246K -5,090 Closed
AI
385
Atria Investments
North Carolina
– -$239K -4,958 Closed
CI
386
Cigna Investments
Connecticut
– -$222K -4,583 Closed
CAN
387
Cetera Advisor Networks
California
– -$222K -4,582 Closed
SB
388
Suntrust Banks
Georgia
– -$217K -4,512 Closed
HFA
389
High Falls Advisors
New York
– -$205K -4,245 Closed
MM
390
Meridian Management
Arkansas
– -$201K -4,155 Closed
SWP
391
Stratos Wealth Partners
Ohio
– -$27K -562 Closed
WCM
392
Whitener Capital Management
North Carolina
– -$19K -400 Closed
VFA
393
Valeo Financial Advisors
Indiana
– -$16K -334 Closed
APP
394
Avantax Planning Partners
Iowa
– -$5K -100 Closed
JWA
395
JFS Wealth Advisors
Pennsylvania
– -$4K -83 Closed
ML
396
McAdam LLC
Pennsylvania
– -$3K -55 Closed
PGWM
397
Parisi Gray Wealth Management
New Jersey
– -$2K -50 Closed
LNB
398
Ledyard National Bank
– -$2K -40 Closed
FCAG
399
First Capital Advisors Group
New Jersey
– -$2K -37 Closed
RFA
400
Reilly Financial Advisors
California
– -$1K -11 Closed
12 13 14 15
16