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Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
226
1832 Asset Management
Ontario, Canada
$675K +$267K +6,511 +65%
Group One Trading
227
Group One Trading
Illinois
$663K +$663K +16,179 New
QC
228
Quadrature Capital
United Kingdom
$663K +$117K +2,846 +21%
Prudential Financial
229
Prudential Financial
New Jersey
$654K -$178K -4,352 -21%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$653K +$235K +5,725 +56%
OTPPB
231
Ontario Teachers' Pension Plan Board
Ontario, Canada
$653K -$653K -15,918 -50%
Robeco Institutional Asset Management
232
Robeco Institutional Asset Management
Netherlands
$650K +$650K +15,847 New
Pacer Advisors
233
Pacer Advisors
Pennsylvania
$647K +$4.06K +99 +0.6%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$602K +$221K +5,381 +58%
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$595K +$10.1K +247 +2%
Walleye Capital
236
Walleye Capital
New York
$592K +$376K +9,172 +174%
UA
237
Unison Advisors
District of Columbia
$591K +$5.17K +126 +0.9%
LFAS
238
Level Four Advisory Services
Texas
$591K +$591K +14,411 New
WA
239
Waverly Advisors
Alabama
$583K +$10.3K +251 +2%
DIP
240
Davis Investment Partners
North Carolina
$574K – – –
GJWM
241
Gilliland Jeter Wealth Management
Arkansas
$570K -$60.2K -1,469 -10%
HWAM
242
Hennion & Walsh Asset Management
New Jersey
$561K -$41K -1,000 -7%
RWA
243
Redmont Wealth Advisors
Illinois
$560K -$168K -4,109 -23%
BWM
244
BlackDiamond Wealth Management
New York
$551K +$22.2K +536 +4%
FL
245
Fourthstone LLC
Missouri
$547K +$547K +13,339 New
AFG
246
Arkansas Financial Group
Arkansas
$545K – – –
VPIM
247
Vanguard Personalized Indexing Management
California
$545K +$122K +2,968 +29%
XT
248
XTX Topco
Cayman Islands
$541K +$320K +7,800 +144%
M&T Bank
249
M&T Bank
New York
$541K -$1.33M -32,515 -71%
FFP
250
FourThought Financial Partners
Florida
$516K -$820 -20 -0.2%
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