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Bank OZK

169 hedge funds and large institutions have $1.31B invested in Bank OZK in 2013 Q2 according to their latest regulatory filings, with 169 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $555K

Holders
169
Holders Change
+169
Holders Change %
% of All Funds
5.52%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
169
Increased
Reduced
Closed
Calls
$2.01M
Puts
$555K
Net Calls
+$1.46M
Net Calls Change
+$1.46M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$114M +$112M +5,247,282 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.1M +$85.7M +4,021,940 New
BFA
3
BlackRock Fund Advisors
California
$63.1M +$62.1M +2,913,294 New
Goldman Sachs
4
Goldman Sachs
New York
$58.7M +$57.7M +2,707,346 New
TCP
5
TAMRO Capital Partners
Virginia
$57.2M +$56.3M +2,641,442 New
State Street
6
State Street
Massachusetts
$47.6M +$46.8M +2,194,872 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$45.8M +$45.1M +2,115,238 New
Jennison Associates
8
Jennison Associates
New York
$44.1M +$43.4M +2,035,730 New
BO
9
Bank OZK
Arkansas
$43.3M +$42.6M +2,000,848 New
OCG
10
Opus Capital Group
Ohio
$38.6M +$38M +1,783,984 New
BIT
11
BlackRock Institutional Trust
California
$36.2M +$35.6M +1,669,240 New
RIM
12
Ranger Investment Management
Texas
$35.9M +$35.3M +1,657,690 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$34.9M +$34.3M +1,611,132 New
WRF
14
Waddell & Reed Financial
Kansas
$31.8M +$31.3M +1,467,200 New
Northern Trust
15
Northern Trust
Illinois
$27.1M +$26.7M +1,252,238 New
TI
16
Turner Investments
Pennsylvania
$25.6M +$25.1M +1,180,214 New
DIA
17
Denver Investment Advisors
Colorado
$21M +$20.7M +970,648 New
NPIC
18
Neumeier Poma Investment Counsel
California
$20.6M +$20.3M +951,750 New
EA
19
Emerald Advisers
Pennsylvania
$20M +$19.7M +925,400 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$17.2M +$17M +796,222 New
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$17.1M +$16.8M +788,580 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.2M +$15.9M +748,090 New
FAM
23
Fenimore Asset Management
New York
$15.1M +$14.8M +697,070 New
RFC
24
Russell Frank Company
Washington
$14.9M +$14.7M +690,030 New
O
25
OppenheimerFunds
New York
$14.8M +$14.6M +684,820 New

OZK Hedge Fund Activity: Q2 2013 in Review

169 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2013, worth a combined $1.31B.

Buyers outnumbered sellers: 169 funds opened new OZK positions and 0 closed out — a net gain of 169 holders — while 0 added to existing stakes and 0 trimmed.

  • 169 institutional investors held Bank OZK (OZK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.31B of Bank OZK stock for Q2 2013.
  • 169 funds opened new Bank OZK positions in Q2 2013 and 0 closed out, a net change of +169 holders.

Based on aggregated 13F filings for Q2 2013.