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Bank OZK
OZK

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+29
Holders Change %
+9.6%
% of All Funds
7.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
66
Increased
129
Reduced
98
Closed
37
Calls
$3.35M
Puts
$18.1M
Net Calls
-$14.7M
Net Calls Change
+$3.38M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$108M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$140M
3
Charles Schwab
3
Charles Schwab
California
$35.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$48.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$15.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$24.9M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$29.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$315M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$4.48M +$985K +33,981 +28%
Bank of America
77
Bank of America
North Carolina
$4.42M +$1.95M +67,273 +79%
CAM
78
Congress Asset Management
Massachusetts
$4.33M -$54.6K -1,885 -1%
RA
79
Royce & Associates
New York
$4.25M +$1.62M +55,910 +62%
CS
80
Credit Suisse
Switzerland
$4.01M +$1.72M +59,516 +75%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$3.87M -$2.65M -91,477 -41%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.85M +$3.85M +132,800 New
UBS Group
83
UBS Group
Switzerland
$3.78M +$3.03M +104,512 +402%
GLA
84
Great Lakes Advisors
Illinois
$3.74M -$6.12K -211 -0.2%
Axa
85
Axa
France
$3.68M +$57.2K +1,973 +2%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$3.66M +$415K +14,331 +13%
HCM
87
Horrell Capital Management
Arkansas
$3.62M +$16K +552 +0.4%
USAA
88
United Services Automobile Association
Texas
$3.59M +$3.04M +104,800 +555%
Deutsche Bank
89
Deutsche Bank
Germany
$3.54M +$1.63M +56,172 +85%
PP
90
Paloma Partners
Connecticut
$3.51M -$1.94M -66,859 -36%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$3.37M +$455K +15,710 +16%
OC
92
Oppenheimer & Co
New York
$3.18M -$492K -16,960 -13%
SCM
93
Stevens Capital Management
Pennsylvania
$3.12M +$2.45M +84,383 +365%
MOACM
94
Mutual of America Capital Management
New York
$3.09M +$50.2K +1,732 +2%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$2.85M +$503K +17,367 +21%
MC
96
Martin Currie
United Kingdom
$2.79M +$138K +4,773 +5%
SI
97
Stephens Inc
Arkansas
$2.76M +$820K +28,277 +42%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M – – –
ASRS
99
Arizona State Retirement System
Arizona
$2.52M +$1.13K +39 +0%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$2.51M -$216K -7,439 -8%
2 3
4
5 6