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Bank OZK

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$466K -$28.3K -765 -6%
Pictet Asset Management
227
Pictet Asset Management
Switzerland
$462K +$462K +12,458 New
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$461K +$136K +3,657 +42%
RWA
229
Redmont Wealth Advisors
Illinois
$448K +$10.3K +278 +2%
HPC
230
HM Payson & Co
Maine
$445K
TRCT
231
Tower Research Capital (TRC)
New York
$439K -$155K -4,188 -26%
BWM
232
BlackDiamond Wealth Management
New York
$437K -$1.22K -34 -0.3%
CC
233
Centiva Capital
New York
$434K +$74K +1,995 +21%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$432K +$432K +11,641 New
HWAM
235
Hennion & Walsh Asset Management
New Jersey
$425K +$17.8K +480 +4%
FFP
236
FourThought Financial Partners
Florida
$423K -$45.4K -1,226 -10%
RJT
237
Raymond James Trust
Florida
$420K -$7.38K -199 -2%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$414K +$414K +11,171 New
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$413K -$109K -2,935 -21%
Creative Planning
240
Creative Planning
Kansas
$406K +$10.9K +295 +3%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$405K +$18.5K +500 +5%
AMBIA
242
Allen Mooney & Barnes Investment Advisors
Georgia
$405K
PRC
243
Pearl River Capital
Michigan
$403K +$403K +10,881 New
WG
244
Winton Group
United Kingdom
$398K +$398K +10,739 New
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$396K -$62.5K -1,687 -14%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$393K -$28.2K -759 -7%
JPWM
247
Jamison Private Wealth Management
Georgia
$390K +$390K +10,523 New
SFS
248
Sowell Financial Services
Arkansas
$383K -$77.7K -2,097 -17%
MJP
249
Michael J. Puzo
$374K -$113K -3,035 -23%
AFAS
250
Acorn Financial Advisory Services
Virginia
$374K -$29.4K -793 -7%