Bank OZK
372 hedge funds and large institutions have $5.43B invested in Bank OZK in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 120 reducing their positions, and 23 closing their positions.
183% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 23
42% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $8.29M
12% more funds holding
Funds holding: 332 → 372 (+40)
1.29% more ownership
Funds ownership: 85.49% → 86.78% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 120
2% more capital invested
Capital invested by funds: $5.31B → $5.43B (+$121M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$78.8M |
| 2 |
Millennium Management
New York
|
+$39M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$28M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$48.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$42.7M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$31.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$17.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$16.4M |
OZK Hedge Fund Activity: Q4 2017 in Review
372 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2017, worth a combined $5.43B — up 2.3% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new OZK positions and 23 closed out — a net gain of 42 holders — while 130 added to existing stakes and 120 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $78.8M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $48.2M sold.
- 372 institutional investors held Bank OZK (OZK) as of Q4 2017, up from 332 in Q3 2017.
- Funds reported $5.43B of Bank OZK stock for Q4 2017, up 2.3% quarter-over-quarter.
- 65 funds opened new Bank OZK positions in Q4 2017 and 23 closed out, a net change of +42 holders.
- The largest Bank OZK buyer in Q4 2017 was Wellington Management Group, an estimated $78.8M added.
- The largest Bank OZK seller in Q4 2017 was Zevenbergen Capital Investments, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2017.