Bank OZK
345 hedge funds and large institutions have $5.26B invested in Bank OZK in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 113 reducing their positions, and 41 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 113
10% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 41
0% more funds holding
Funds holding: 345 → 345 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
4.06% less ownership
Funds ownership: 90.98% → 86.92% (-4.1%)
9% less capital invested
Capital invested by funds: $5.76B → $5.26B (-$494M)
21% less call options, than puts
Call options by funds: $7.77M | Put options by funds: $9.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$88.2M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$47.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.5M |
| 4 |
ClearBridge Investments
New York
|
+$38.3M |
| 5 |
BlackRock
New York
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$70.4M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$27.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$21M |
| 4 |
BO
Bank OZK
Little Rock,
Arkansas
|
-$19M |
| 5 |
Jennison Associates
New York
|
-$16.2M |
OZK Hedge Fund Activity: Q2 2017 in Review
345 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2017, worth a combined $5.26B — down 8.6% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OZK positions and 41 closed out — a net gain of 4 holders — while 148 added to existing stakes and 113 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $88.2M. The largest seller was Wellington Management Group, cutting an estimated $70.4M.
- 345 institutional investors held Bank OZK (OZK) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $5.26B of Bank OZK stock for Q2 2017, down 8.6% quarter-over-quarter.
- 45 funds opened new Bank OZK positions in Q2 2017 and 41 closed out, a net change of +4 holders.
- The largest Bank OZK buyer in Q2 2017 was Principal Financial Group, an estimated $88.2M added.
- The largest Bank OZK seller in Q2 2017 was Wellington Management Group, an estimated $70.4M sold.
Based on aggregated 13F filings for Q2 2017.