Bank OZK
351 hedge funds and large institutions have $5.83B invested in Bank OZK in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 51 closing their positions.
91.55% more ownership
Funds ownership: 0% → 91.55% (+92%)
39% more capital invested
Capital invested by funds: $4.2B → $5.83B (+$1.63B)
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
33% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 51
16% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 116
4% more funds holding
Funds holding: 338 → 351 (+13)
34% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $19.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$96.4M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$75.2M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$46.3M |
| 4 |
Neuberger Berman Group
New York
|
+$30.9M |
| 5 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$76.7M |
| 2 |
EM
Endicott Management
New York
|
-$75.1M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$37.5M |
| 4 |
Renaissance Technologies
New York
|
-$27.6M |
| 5 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$26.1M |
OZK Hedge Fund Activity: Q4 2016 in Review
351 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2016, worth a combined $5.83B — up 39% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new OZK positions and 51 closed out — a net gain of 17 holders — while 134 added to existing stakes and 116 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $96.4M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $76.7M sold.
- 351 institutional investors held Bank OZK (OZK) as of Q4 2016, up from 338 in Q3 2016.
- Funds reported $5.83B of Bank OZK stock for Q4 2016, up 39% quarter-over-quarter.
- 68 funds opened new Bank OZK positions in Q4 2016 and 51 closed out, a net change of +17 holders.
- The largest Bank OZK buyer in Q4 2016 was William Blair Investment Management, an estimated $96.4M added.
- The largest Bank OZK seller in Q4 2016 was Kensico Capital Management, an estimated $76.7M sold.
Based on aggregated 13F filings for Q4 2016.