Bank OZK
OZK
328 hedge funds and large institutions have $3.28B invested in Bank OZK in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 116 reducing their positions, and 43 closing their positions.
5% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 43
4% more capital invested
Capital invested by funds: $3.16B → $3.28B (+$118M)
3% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 116
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.05% less ownership
Funds ownership: 84.81% → 84.75% (-0.05%)
1% less funds holding
Funds holding: 332 → 328 (-4)
62% less call options, than puts
Call options by funds: $5.13M | Put options by funds: $13.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$35.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$32.7M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$15.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.2M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$29.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$19.1M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$8.5M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$7.8M |
OZK Hedge Fund Activity: Q2 2019 in Review
328 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2019, worth a combined $3.28B — up 3.7% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OZK positions and 43 closed out — a net gain of 2 holders — while 119 added to existing stakes and 116 trimmed.
The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $35.6M. The largest seller was Wellington Management Group, cutting an estimated $55.2M.
- 328 institutional investors held Bank OZK (OZK) as of Q2 2019, down from 332 in Q1 2019.
- Funds reported $3.28B of Bank OZK stock for Q2 2019, up 3.7% quarter-over-quarter.
- 45 funds opened new Bank OZK positions in Q2 2019 and 43 closed out, a net change of +2 holders.
- The largest Bank OZK buyer in Q2 2019 was Jarislowsky, Fraser Ltd, an estimated $35.6M added.
- The largest Bank OZK seller in Q2 2019 was Wellington Management Group, an estimated $55.2M sold.
Based on aggregated 13F filings for Q2 2019.