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Bank OZK
OZK

Overview Fund Activity

223 hedge funds and large institutions have $3.05B invested in Bank OZK in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+22
Holders Change %
+10.95%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
42
Increased
65
Reduced
87
Closed
17
Calls
$915K
Puts
$3.59M
Net Calls
-$2.68M
Net Calls Change
-$2.76M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$595M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$28.8M
3
CCI
3
Columbus Circle Investors
$25.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$23.9M
5
BFA
5
BlackRock Fund Advisors
California
$149M

Top Sellers

1
State Street
1
State Street
Massachusetts
$130M
2
TCP
2
TAMRO Capital Partners
Virginia
$42.6M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$127M
4
Goldman Sachs
4
Goldman Sachs
New York
$98.8M
5
TI
5
Turner Investments
Pennsylvania
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$67K -$16.2K -426 -19%
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
$55K -$1.27M -33,773 -96%
HMS
203
Hanseatic Management Services
New Mexico
$43K +$43K +1,127 New
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K +$43K +1,140 New
Creative Planning
205
Creative Planning
Kansas
$39K +$9.03K +241 +30%
Parallax Volatility Advisers
206
Parallax Volatility Advisers
California
$27K +$27K +714 New
DAM
207
Delta Asset Management
Tennessee
$26K +$18.2K +470 +235%
PMFA
208
Plante Moran Financial Advisors
Michigan
$21K – – –
ST
209
SpiderRock Trading
Illinois
$19K – – –
CHP
210
Cable Hill Partners
Oregon
$19K +$19K +519 New
P
211
Palladiem
Pennsylvania
$16K +$16K +414 New
RFA
212
Reilly Financial Advisors
California
$11K +$11K +281 New
ANBT
213
American National Bank & Trust
Texas
$8K – – –
Bessemer Group
214
Bessemer Group
New Jersey
$6K +$6K +150 New
CIP
215
Chartwell Investment Partners
Pennsylvania
$5K – – –
WT
216
Whittier Trust
California
$4K +$4K +111 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
ASN
218
Advisory Services Network
Georgia
$3K +$3K +95 New
HNB
219
Huntington National Bank
Ohio
$2K -$465K -10,000 -100%
BPBT
220
Boston Private Bank & Trust
Massachusetts
$2K +$2K +56 New
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.9K -$59 -1,547 -3%
GAM
222
Gemmer Asset Management
California
$1K – – –
BRWA
223
B. Riley Wealth Advisors
Florida
$6 +$6 +171 New
WC
224
Walthausen & Co
New York
– -$5.47M -173,498 Closed
GGHC
225
Gilder Gagnon Howe & Co
New York
– -$4.46M -141,438 Closed
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