Bank OZK
201 hedge funds and large institutions have $1.98B invested in Bank OZK in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 18 closing their positions.
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
5% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $1.72M
0% more funds holding
Funds holding: 201 → 201 (0)
5% less capital invested
Capital invested by funds: $2.09B → $1.98B (-$113M)
15% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 81
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$39.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.71M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.01M |
| 4 |
Jennison Associates
New York
|
+$7.53M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$16.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$15M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$13.2M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$11.1M |
| 5 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$10M |
OZK Hedge Fund Activity: Q3 2014 in Review
201 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2014, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new OZK positions and 18 closed out — a net gain of 1 holder — while 69 added to existing stakes and 81 trimmed.
The largest buyer was State Street, adding an estimated $39.3M. The largest seller was Opus Capital Group, cutting an estimated $16.2M.
- 201 institutional investors held Bank OZK (OZK) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $1.98B of Bank OZK stock for Q3 2014, down 5.4% quarter-over-quarter.
- 19 funds opened new Bank OZK positions in Q3 2014 and 18 closed out, a net change of +1 holder.
- The largest Bank OZK buyer in Q3 2014 was State Street, an estimated $39.3M added.
- The largest Bank OZK seller in Q3 2014 was Opus Capital Group, an estimated $16.2M sold.
Based on aggregated 13F filings for Q3 2014.