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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$632K -$6.93K -139 -1%
Creative Planning
227
Creative Planning
Kansas
$629K +$83.2K +1,669 +15%
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$621K – – –
PHK
229
Point72 Hong Kong
Hong Kong
$608K +$608K +12,200 New
HPC
230
HM Payson & Co
Maine
$598K – – –
MSF
231
Mustard Seed Financial
Arkansas
$596K +$596K +11,952 New
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$590K -$41.4K -830 -7%
Federated Hermes
233
Federated Hermes
Pennsylvania
$587K -$62.6K -1,257 -10%
Verition Fund Management
234
Verition Fund Management
Connecticut
$583K +$81.2K +1,629 +16%
FRM
235
Fox Run Management
Connecticut
$577K -$69.4K -1,393 -11%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$567K +$12.3K +246 +2%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$566K -$61.3K -1,230 -10%
SCA
238
Snowden Capital Advisors
New York
$564K -$94.7K -1,900 -14%
RJT
239
Raymond James Trust
Florida
$563K -$2.09K -42 -0.4%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$561K +$16.1K +324 +3%
SAM
241
Shell Asset Management
Netherlands
$557K -$168K -3,365 -23%
AMBIA
242
Allen Mooney & Barnes Investment Advisors
Georgia
$553K +$8.37K +168 +2%
FFP
243
FourThought Financial Partners
Florida
$552K -$16.4K -329 -3%
Capstone Investment Advisors
244
Capstone Investment Advisors
New York
$546K +$546K +10,961 New
BWM
245
BlackDiamond Wealth Management
New York
$538K +$26.6K +632 +5%
SFS
246
Sowell Financial Services
Arkansas
$527K +$11.8K +236 +2%
JPWM
247
Jamison Private Wealth Management
Georgia
$524K – – –
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$518K -$15K -301 -3%
WG
249
Winton Group
United Kingdom
$517K -$18.2K -366 -3%
State of Wisconsin Investment Board
250
State of Wisconsin Investment Board
Wisconsin
$517K -$104K -2,078 -17%
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10
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