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Bank OZK
OZK

Overview Fund Activity

302 hedge funds and large institutions have $2.6B invested in Bank OZK in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-28
Holders Change %
-8.48%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
67
Increased
108
Reduced
89
Closed
94
Calls
$2.81M
Puts
$20.9M
Net Calls
-$18.1M
Net Calls Change
-$15.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$315M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$151M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.7M
5
EIP
5
Epoch Investment Partners
New York
$123M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$0
5
Jennison Associates
5
Jennison Associates
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
376
Twin Tree Management
Texas
– -$141K -3,709 Closed
SPIA
377
Steward Partners Investment Advisory
New York
– -$98K -2,586 Closed
Group One Trading
378
Group One Trading
Illinois
– -$87K -2,288 Closed
AWM
379
Avior Wealth Management
Nebraska
– -$82K -2,168 Closed
CAL
380
Capital Analysts LLC
Pennsylvania
– -$61K -1,604 Closed
BCM
381
Brasada Capital Management
Texas
– -$26K -680 Closed
WCM
382
Whitener Capital Management
North Carolina
– -$24K -650 Closed
FHA
383
First Horizon Advisors
Tennessee
– -$21K -552 Closed
WCAMG
384
Woodard & Company Asset Management Group
North Carolina
– -$19K -500 Closed
SWP
385
Stratos Wealth Partners
Ohio
– -$18K -468 Closed
X
386
Xponance
Pennsylvania
– -$7K -192 Closed
GP
387
Girard Partners
Pennsylvania
– -$4K -118 Closed
RE
388
RBC Europe
United Kingdom
– -$4.4K -116 Closed
LFA
389
Legacy Financial Advisors
Kentucky
– -$3K -100 Closed
DWM
390
Destination Wealth Management
California
– -$3K -81 Closed
BGIM
391
Brandywine Global Investment Management
Pennsylvania
– -$3K -72 Closed
SMFS
392
Squar Milner Financial Services
California
– -$2K -58 Closed
CAG
393
Csenge Advisory Group
Florida
– -$1K -44 Closed
AF
394
Allworth Financial
California
– -$1K -33 Closed
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