Bank OZK
345 hedge funds and large institutions have $5.76B invested in Bank OZK in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 135 reducing their positions, and 39 closing their positions.
9% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $11.5M
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
0.52% less ownership
Funds ownership: 91.54% → 91.01% (-0.52%)
1% less capital invested
Capital invested by funds: $5.83B → $5.76B (-$72.5M)
3% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 135
1% less funds holding
Funds holding: 350 → 345 (-5)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$535M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.1M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$28.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$130M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$23.5M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$23.1M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$21.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$21M |
OZK Hedge Fund Activity: Q1 2017 in Review
345 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2017, worth a combined $5.76B — down 1.2% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new OZK positions and 39 closed out — a net gain of 3 holders — while 131 added to existing stakes and 135 trimmed.
The largest buyer was BlackRock, adding an estimated $535M. The largest seller was Wellington Management Group, cutting an estimated $130M.
- 345 institutional investors held Bank OZK (OZK) as of Q1 2017, down from 350 in Q4 2016.
- Funds reported $5.76B of Bank OZK stock for Q1 2017, down 1.2% quarter-over-quarter.
- 42 funds opened new Bank OZK positions in Q1 2017 and 39 closed out, a net change of +3 holders.
- The largest Bank OZK buyer in Q1 2017 was BlackRock, an estimated $535M added.
- The largest Bank OZK seller in Q1 2017 was Wellington Management Group, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2017.