Bank OZK
289 hedge funds and large institutions have $2.66B invested in Bank OZK in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 46 closing their positions.
46% more capital invested
Capital invested by funds: $1.83B → $2.66B (+$833M)
3.08% more ownership
Funds ownership: 85.13% → 88.21% (+3.1%)
4% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 46
0% more funds holding
Funds holding: 289 → 289 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 107
20% less call options, than puts
Call options by funds: $17.1M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$86M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$56M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$39.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.3M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$75.3M |
| 2 |
BO
Bank OZK
Little Rock,
Arkansas
|
-$37M |
| 3 |
Renaissance Technologies
New York
|
-$24.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.3M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$9.54M |
OZK Hedge Fund Activity: Q2 2020 in Review
289 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2020, worth a combined $2.66B — up 46% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new OZK positions and 46 closed out — a net gain of 2 holders — while 105 added to existing stakes and 107 trimmed.
The largest buyer was State Street, adding an estimated $86M. The largest seller was Neuberger Berman Group, cutting an estimated $75.3M.
- 289 institutional investors held Bank OZK (OZK) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $2.66B of Bank OZK stock for Q2 2020, up 46% quarter-over-quarter.
- 48 funds opened new Bank OZK positions in Q2 2020 and 46 closed out, a net change of +2 holders.
- The largest Bank OZK buyer in Q2 2020 was State Street, an estimated $86M added.
- The largest Bank OZK seller in Q2 2020 was Neuberger Berman Group, an estimated $75.3M sold.
Based on aggregated 13F filings for Q2 2020.