Bank OZK
186 hedge funds and large institutions have $2.07B invested in Bank OZK in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 15 closing their positions.
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
76% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $3.85M
21% more capital invested
Capital invested by funds: $1.71B → $2.07B (+$360M)
9% more funds holding
Funds holding: 171 → 186 (+15)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
12% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$20.1M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$12.2M |
| 3 |
Bank of New York Mellon
New York
|
+$9.87M |
| 4 |
O
OppenheimerFunds
New York
|
+$9.41M |
| 5 |
Neuberger Berman Group
New York
|
+$8.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$18.4M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$17M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$14.9M |
| 4 |
Jennison Associates
New York
|
-$12.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$10.7M |
OZK Hedge Fund Activity: Q1 2014 in Review
186 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2014, worth a combined $2.07B — up 21% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new OZK positions and 15 closed out — a net gain of 17 holders — while 60 added to existing stakes and 68 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Ranger Investment Management, cutting an estimated $18.4M.
- 186 institutional investors held Bank OZK (OZK) as of Q1 2014, up from 171 in Q4 2013.
- Funds reported $2.07B of Bank OZK stock for Q1 2014, up 21% quarter-over-quarter.
- 32 funds opened new Bank OZK positions in Q1 2014 and 15 closed out, a net change of +17 holders.
- The largest Bank OZK buyer in Q1 2014 was Silvercrest Asset Management, an estimated $20.1M added.
- The largest Bank OZK seller in Q1 2014 was Ranger Investment Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2014.