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Bank OZK
OZK

Overview Fund Activity

338 hedge funds and large institutions have $4.81B invested in Bank OZK in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-27
Holders Change %
-7.4%
% of All Funds
7.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
38
Increased
123
Reduced
124
Closed
63
Calls
$7.69M
Puts
$9.45M
Net Calls
-$1.77M
Net Calls Change
-$7.36M

Top Buyers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$151M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$517M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$105M
3
DAC
3
Dividend Assets Capital
South Carolina
$7.71M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$258M
5
HIM
5
Hermes Investment Management
United Kingdom
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMINC
176
Cardinal Capital Management Inc (North Carolina)
North Carolina
$917K +$917K +20,354 New
UCFA
177
United Capital Financial Advisors
Texas
$912K -$137K -3,052 -13%
EWM
178
Edge Wealth Management
New York
$901K – – –
AG
179
Aperio Group
California
$893K +$7.25K +161 +0.8%
SB
180
Simmons Bank
Arkansas
$866K +$1.58K +35 +0.2%
SBH
181
Segall Bryant & Hamill
Illinois
$855K +$855K +18,983 New
USAA
182
United Services Automobile Association
Texas
$851K – – –
MAM
183
Mastrapasqua Asset Management
Tennessee
$835K +$42.1K +935 +5%
PA
184
Profund Advisors
Maryland
$810K -$132K -2,935 -14%
XK
185
Xact Kapitalforvaltning
Sweden
$780K +$104K +2,300 +15%
Citigroup
186
Citigroup
New York
$776K -$281K -6,248 -27%
PI
187
PineBridge Investments
New York
$741K -$22.5K -499 -3%
DTL
188
Dynamic Technology Lab
Singapore
$716K +$716K +15,897 New
Canada Pension Plan Investment Board
189
Canada Pension Plan Investment Board
Ontario, Canada
$707K +$707K +15,700 New
CWM
190
Cornerstone Wealth Management
Missouri
$688K +$688K +31,174 New
BFO
191
Boston Family Office
Massachusetts
$683K -$45K -1,000 -6%
SAM
192
Securian Asset Management
Minnesota
$680K +$10.6K +236 +2%
VRS
193
Virginia Retirement Systems
Virginia
$667K +$667K +14,800 New
CCM
194
Coldstream Capital Management
Washington
$638K +$638K +14,169 New
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$636K – – –
CGH
196
Crossmark Global Holdings
Texas
$632K +$1.35K +30 +0.2%
Royal London Asset Management
197
Royal London Asset Management
United Kingdom
$580K +$580K +12,868 New
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$577K -$112K -2,477 -16%
SOADOR
199
State of Alaska Department of Revenue
Alaska
$563K +$104K +2,300 +23%
BC
200
Burney Company
Virginia
$560K +$1.35K +30 +0.2%
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