OZK icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+15
Holders Change %
+8.77%
% of All Funds
5.38%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
32
Increased
60
Reduced
68
Closed
15
Calls
$6.79M
Puts
$3.85M
Net Calls
+$2.94M
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$273K +$273K +8,032 New
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$272K
SIP
153
Stoneridge Investment Partners
Pennsylvania
$272K +$272K +8,000 New
MSA
154
Mason Street Advisors
Wisconsin
$270K -$79.9K -2,346 -23%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$265K +$265K +7,798 New
UCFA
156
United Capital Financial Advisors
Texas
$260K +$260K +7,648 New
MLM
157
Mount Lucas Management
Pennsylvania
$235K +$235K +6,918 New
ANB
158
Amarillo National Bank
Texas
$234K +$234K +6,876 New
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$230K +$51.6K +1,520 +29%
RBC
160
Ronald Blue & Co
Georgia
$215K +$215K +6,312 New
CMBA
161
C.M. Bidwell & Associates
Hawaii
$197K +$197K +5,780 New
AP
162
Advisors Preferred
Maryland
$164K +$164K +4,806 New
SO
163
STRS Ohio
Ohio
$163K +$129K +3,800 +380%
WA
164
Waverly Advisors
Alabama
$160K
U
165
UBS
Switzerland
$144K -$12.8K -378 -8%
Group One Trading
166
Group One Trading
Illinois
$137K +$137K +4,018 New
OA
167
OFI Advisors
Pennsylvania
$121K -$15.7K -462 -11%
Canada Life
168
Canada Life
Manitoba, Canada
$98K
Barclays
169
Barclays
United Kingdom
$97K -$71.8K -2,106 -43%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$83K +$476 +14 +0.6%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$82K -$1.7K -50 -2%
BlackRock
172
BlackRock
New York
$70K
NES
173
New England Securities
New York
$63K
PCM
174
Prelude Capital Management
New York
$48K
MCM
175
Mazama Capital Management
Oregon
$35K -$1.02M -30,478 -97%