Bank OZK
287 hedge funds and large institutions have $3.68B invested in Bank OZK in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 22 closing their positions.
109% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 22
82% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $5.66M
52% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 82
18% more capital invested
Capital invested by funds: $3.12B → $3.68B (+$555M)
7% more funds holding
Funds holding: 267 → 287 (+20)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$133M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$46.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$41.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$27.4M |
| 2 |
Jennison Associates
New York
|
-$20M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$19.5M |
| 4 |
Goldman Sachs
New York
|
-$18.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.1M |
OZK Hedge Fund Activity: Q4 2015 in Review
287 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2015, worth a combined $3.68B — up 18% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new OZK positions and 22 closed out — a net gain of 24 holders — while 125 added to existing stakes and 82 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $133M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $27.4M.
- 287 institutional investors held Bank OZK (OZK) as of Q4 2015, up from 267 in Q3 2015.
- Funds reported $3.68B of Bank OZK stock for Q4 2015, up 18% quarter-over-quarter.
- 46 funds opened new Bank OZK positions in Q4 2015 and 22 closed out, a net change of +24 holders.
- The largest Bank OZK buyer in Q4 2015 was Wellington Management Group, an estimated $133M added.
- The largest Bank OZK seller in Q4 2015 was ArrowMark Colorado Holdings, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2015.