Bank OZK
171 hedge funds and large institutions have $1.72B invested in Bank OZK in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 13 closing their positions.
166% more call options, than puts
Call options by funds: $798K | Put options by funds: $300K
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $1.52B → $1.72B (+$191M)
2% more funds holding
Funds holding: 168 → 171 (+3)
8% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$20M |
| 2 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$8.64M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.76M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.62M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$17.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.2M |
| 3 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$13.9M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$13.2M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$10.2M |
OZK Hedge Fund Activity: Q4 2013 in Review
171 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2013, worth a combined $1.72B — up 13% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OZK positions and 13 closed out — a net gain of 5 holders — while 65 added to existing stakes and 60 trimmed.
The largest buyer was Jennison Associates, adding an estimated $20M. The largest seller was OppenheimerFunds, cutting an estimated $17.4M.
- 171 institutional investors held Bank OZK (OZK) as of Q4 2013, up from 168 in Q3 2013.
- Funds reported $1.72B of Bank OZK stock for Q4 2013, up 13% quarter-over-quarter.
- 18 funds opened new Bank OZK positions in Q4 2013 and 13 closed out, a net change of +5 holders.
- The largest Bank OZK buyer in Q4 2013 was Jennison Associates, an estimated $20M added.
- The largest Bank OZK seller in Q4 2013 was OppenheimerFunds, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2013.