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Bank OZK
OZK

Overview Fund Activity

369 hedge funds and large institutions have $4.27B invested in Bank OZK in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 129 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+13
Holders Change %
+3.65%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
49
Increased
134
Reduced
129
Closed
30
Calls
$6.63M
Puts
$16.6M
Net Calls
-$9.94M
Net Calls Change
-$9.19M

Top Buyers

1
State Street
State Street
Massachusetts
+$9.49M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.6M
3
Charles Schwab
Charles Schwab
California
+$6.67M
4
Wells Fargo
Wells Fargo
California
+$6.3M
5
CSS
Cubist Systematic Strategies
Connecticut
+$6.07M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$25.8M
2
AAMU
AEGON Asset Management (UK)
United Kingdom
-$16.4M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$15.2M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$12.1M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$501K -$2.31K -54 -0.5%
CGH
227
Crossmark Global Holdings
Texas
$495K +$1.71K +40 +0.3%
Lido Advisors
228
Lido Advisors
California
$492K +$492K +11,537 New
BWM
229
BlackDiamond Wealth Management
New York
$485K +$725 +17 +0.1%
JCIA
230
Jackson Creek Investment Advisors
Colorado
$474K +$102K +2,395 +28%
PCIA
231
Prime Capital Investment Advisors
Kansas
$473K -$716K -15,367 -60%
AMBIA
232
Allen Mooney & Barnes Investment Advisors
Georgia
$466K +$466K +10,920 New
SAM
233
Securian Asset Management
Minnesota
$464K +$1.28K +30 +0.3%
RJT
234
Raymond James Trust
Florida
$461K +$33.5K +782 +8%
FF
235
FourThought Financial
Florida
$459K -$12.8K -301 -3%
CFG
236
Citizens Financial Group
Rhode Island
$451K +$1.41K +33 +0.3%
EP
237
Eudaimonia Partners
Tennessee
$449K +$449K +10,514 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$444K -$35.2K -826 -7%
OTPPB
239
Ontario Teachers' Pension Plan Board
Ontario, Canada
$441K +$441K +10,329 New
UA
240
Unison Advisors
District of Columbia
$432K +$2.65K +62 +0.6%
SC
241
Steph & Co
Wisconsin
$414K +$5.51K +129 +1%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$399K – – –
PP
243
Paloma Partners
Connecticut
$384K +$384K +9,000 New
PCS
244
Personal CFO Solutions
New Jersey
$376K +$16.3K +381 +5%
TCM
245
Teza Capital Management
Illinois
$376K +$376K +8,796 New
State of Wisconsin Investment Board
246
State of Wisconsin Investment Board
Wisconsin
$372K -$267K -6,240 -42%
FMWA
247
Forvis Mazars Wealth Advisors
Missouri
$371K +$128 +3 +0%
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
$368K +$368K +8,626 New
PAMS
249
Pictet Asset Management (Switzerland)
Switzerland
$362K – – –
Los Angeles Capital Management
250
Los Angeles Capital Management
California
$361K – – –
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