Bank OZK
OZK
286 hedge funds and large institutions have $2.39B invested in Bank OZK in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 33 closing their positions.
6% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 33
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.81% less ownership
Funds ownership: 88.21% → 87.4% (-0.81%)
1% less funds holding
Funds holding: 289 → 286 (-3)
10% less capital invested
Capital invested by funds: $2.66B → $2.39B (-$275M)
17% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 109
41% less call options, than puts
Call options by funds: $23.3M | Put options by funds: $39.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$29.4M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$19.1M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$14.1M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$11.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$83.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15M |
| 3 |
BlackRock
New York
|
-$8.72M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.92M |
| 5 |
Renaissance Technologies
New York
|
-$4.13M |
OZK Hedge Fund Activity: Q3 2020 in Review
286 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2020, worth a combined $2.39B — down 10% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new OZK positions and 33 closed out — a net gain of 2 holders — while 91 added to existing stakes and 109 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $29.4M. The largest seller was State Street, cutting an estimated $83.1M.
- 286 institutional investors held Bank OZK (OZK) as of Q3 2020, down from 289 in Q2 2020.
- Funds reported $2.39B of Bank OZK stock for Q3 2020, down 10% quarter-over-quarter.
- 35 funds opened new Bank OZK positions in Q3 2020 and 33 closed out, a net change of +2 holders.
- The largest Bank OZK buyer in Q3 2020 was Citadel Advisors, an estimated $29.4M added.
- The largest Bank OZK seller in Q3 2020 was State Street, an estimated $83.1M sold.
Based on aggregated 13F filings for Q3 2020.