Bank OZK
OZK
357 hedge funds and large institutions have $4.69B invested in Bank OZK in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 151 reducing their positions, and 36 closing their positions.
36% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 36
6% more capital invested
Capital invested by funds: $4.44B → $4.69B (+$249M)
2% more funds holding
Funds holding: 351 → 357 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less call options, than puts
Call options by funds: $9.36M | Put options by funds: $10.1M
2.17% less ownership
Funds ownership: 80.73% → 78.55% (-2.2%)
28% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$15.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$10M |
| 3 |
D.E. Shaw & Co
New York
|
+$7.84M |
| 4 |
Goldman Sachs
New York
|
+$6.75M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$34.7M |
| 2 |
Millennium Management
New York
|
-$30.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$29.8M |
| 4 |
DAM
Davis Asset Management
Sausalito,
California
|
-$20.9M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$12.5M |
OZK Hedge Fund Activity: Q4 2021 in Review
357 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2021, worth a combined $4.69B — up 5.6% from $4.44B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new OZK positions and 36 closed out — a net gain of 13 holders — while 109 added to existing stakes and 151 trimmed.
The largest buyer was CI Investments Inc, adding an estimated $15.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $34.7M.
- 357 institutional investors held Bank OZK (OZK) as of Q4 2021, up from 351 in Q3 2021.
- Funds reported $4.69B of Bank OZK stock for Q4 2021, up 5.6% quarter-over-quarter.
- 49 funds opened new Bank OZK positions in Q4 2021 and 36 closed out, a net change of +13 holders.
- The largest Bank OZK buyer in Q4 2021 was CI Investments Inc, an estimated $15.3M added.
- The largest Bank OZK seller in Q4 2021 was Massachusetts Financial Services, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2021.