Bank OZK
223 hedge funds and large institutions have $2.46B 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.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
24% more capital invested
Capital invested by funds: $1.98B → $2.46B (+$480M)
11% more funds holding
Funds holding: 201 → 223 (+22)
25% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 87
75% less call options, than puts
Call options by funds: $915K | Put options by funds: $3.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$26.5M |
| 2 |
CCI
Columbus Circle Investors
|
+$23.3M |
| 3 |
Janus Henderson Group
London,
|
+$22M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.4M |
| 5 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$11.2M |
| 2 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$6.54M |
| 3 |
Neuberger Berman Group
New York
|
-$6.45M |
| 4 |
Goldman Sachs
New York
|
-$6.02M |
| 5 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$6M |
OZK Hedge Fund Activity: Q4 2014 in Review
223 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2014, worth a combined $2.46B — up 24% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new OZK positions and 17 closed out — a net gain of 25 holders — while 65 added to existing stakes and 87 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $26.5M. The largest seller was State Street, cutting an estimated $11.2M.
- 223 institutional investors held Bank OZK (OZK) as of Q4 2014, up from 201 in Q3 2014.
- Funds reported $2.46B of Bank OZK stock for Q4 2014, up 24% quarter-over-quarter.
- 42 funds opened new Bank OZK positions in Q4 2014 and 17 closed out, a net change of +25 holders.
- The largest Bank OZK buyer in Q4 2014 was Allianz Asset Management, an estimated $26.5M added.
- The largest Bank OZK seller in Q4 2014 was State Street, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2014.