Bank OZK
331 hedge funds and large institutions have $3.16B invested in Bank OZK in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 37 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
78% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 37
32% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 98
21% more capital invested
Capital invested by funds: $2.6B → $3.16B (+$553M)
10% more funds holding
Funds holding: 302 → 331 (+29)
3.89% less ownership
Funds ownership: 88.58% → 84.69% (-3.9%)
81% less call options, than puts
Call options by funds: $3.35M | Put options by funds: $18.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$26.7M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$13.7M |
| 4 |
ClearBridge Investments
New York
|
+$7.55M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$63.2M |
| 2 |
Goldman Sachs
New York
|
-$40.5M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$39.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$18M |
OZK Hedge Fund Activity: Q1 2019 in Review
331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2019, worth a combined $3.16B — up 21% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new OZK positions and 37 closed out — a net gain of 29 holders — while 129 added to existing stakes and 98 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $26.7M. The largest seller was Prudential plc, exiting entirely with an estimated $63.2M sold.
- 331 institutional investors held Bank OZK (OZK) as of Q1 2019, up from 302 in Q4 2018.
- Funds reported $3.16B of Bank OZK stock for Q1 2019, up 21% quarter-over-quarter.
- 66 funds opened new Bank OZK positions in Q1 2019 and 37 closed out, a net change of +29 holders.
- The largest Bank OZK buyer in Q1 2019 was Dimensional Fund Advisors, an estimated $26.7M added.
- The largest Bank OZK seller in Q1 2019 was Prudential plc, an estimated $63.2M sold.
Based on aggregated 13F filings for Q1 2019.