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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
226
Maverick Capital
Texas
$585K +$585K +12,865 New
BWM
227
BlackDiamond Wealth Management
New York
$581K -$1.09K -24 -0.2%
DIP
228
Davis Investment Partners
North Carolina
$577K – – –
FFP
229
FourThought Financial Partners
Florida
$573K +$69.9K +1,537 +14%
X
230
Xponance
Pennsylvania
$571K -$5.46K -120 -0.9%
MSF
231
Mustard Seed Financial
Arkansas
$564K +$21.1K +465 +4%
BCI
232
Brinker Capital Investments
Pennsylvania
$562K -$46.7K -1,027 -8%
OPS
233
Orion Portfolio Solutions
Nebraska
$562K -$46.7K -1,027 -8%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$557K +$103K +2,274 +23%
RFC
235
Regions Financial Corp
Alabama
$555K -$124K -2,723 -18%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$551K +$39.1K +860 +8%
HPC
237
HM Payson & Co
Maine
$546K – – –
RJT
238
Raymond James Trust
Florida
$541K +$27.6K +608 +5%
IWA
239
IBEX Wealth Advisors
New Jersey
$541K +$541K +13,509 New
Amundi
240
Amundi
France
$530K +$119K +2,728 +29%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$516K – – –
Los Angeles Capital Management
242
Los Angeles Capital Management
California
$501K -$15.7K -346 -3%
SCA
243
Snowden Capital Advisors
New York
$481K -$33K -727 -6%
JPWM
244
Jamison Private Wealth Management
Georgia
$478K – – –
AMBIA
245
Allen Mooney & Barnes Investment Advisors
Georgia
$477K – – –
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$469K -$2.77K -61 -0.6%
VPIM
247
Vanguard Personalized Indexing Management
California
$469K -$156K -3,431 -25%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$464K -$196K -4,312 -30%
EP
249
Eudaimonia Partners
Tennessee
$455K – – –
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$453K +$136 +3 +0%
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10
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