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Bank OZK
OZK

Overview Fund Activity

372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+41
Holders Change %
+12.39%
% of All Funds
8.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
130
Reduced
120
Closed
22
Calls
$11.7M
Puts
$8.29M
Net Calls
+$3.44M
Net Calls Change
+$11M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Millennium Management
2
Millennium Management
New York
$43.6M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$536M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$20M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
State Street
5
State Street
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
TEE
151
Tibra Equities Europe
United Kingdom
$2.53M +$2.53M +52,114 New
Federated Hermes
152
Federated Hermes
Pennsylvania
$2.49M -$359K -7,419 -13%
AAM
153
Advisors Asset Management
Colorado
$2.46M +$321K +6,629 +15%
AC
154
Ascend Capital
California
$2.4M -$16.7M -345,411 -87%
SI
155
Sapience Investments
California
$2.38M +$504K +10,410 +27%
AWCI
156
Alpine Woods Capital Investors
New York
$2.28M +$48.4K +1,000 +2%
T. Rowe Price Associates
157
T. Rowe Price Associates
Maryland
$2.24M -$82.8K -1,710 -4%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$2.21M +$200K +4,126 +10%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$2.19M +$23.8K +492 +1%
ROC
160
River Oaks Capital
Minnesota
$2.13M – – –
SOMRS
161
State of Michigan Retirement System
Michigan
$2.11M -$102K -2,100 -5%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.11M – – –
KPCM
163
Kings Point Capital Management
New York
$2.07M – – –
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$2.02M +$1.53M +31,540 +314%
PG
165
Pendal Group
Australia
$2.01M +$82.1K +1,694 +4%
WF
166
Welch & Forbes
Massachusetts
$1.89M +$1.89M +39,015 New
MCM
167
Marathon Capital Management
Maryland
$1.83M -$97 -2 -0%
CG
168
Colony Group
Massachusetts
$1.82M -$430K -8,883 -19%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M -$3.85M -79,434 -68%
MERSOM
170
Municipal Employees' Retirement System of Michigan
Michigan
$1.78M – – –
AIP
171
Ameritas Investment Partners
Nebraska
$1.76M – – –
WT
172
Whittier Trust
California
$1.76M +$413K +8,533 +31%
DCM
173
Dupont Capital Management
Delaware
$1.63M +$954K +19,700 +141%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$1.63M +$246K +5,082 +18%
LMGAM
175
Liberty Mutual Group Asset Management
Massachusetts
$1.49M -$45.4K -937 -3%
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