OZK icon

Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$40.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$24.9M
4
SM
Senvest Management
New York
+$22.3M
5
State Street
State Street
Massachusetts
+$20.9M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$31.4M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$21.2M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$20.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$15.1M
5
Millennium Management
Millennium Management
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
226
Naples Global Advisors
Florida
$672K -$39.7K -923 -6%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$662K -$15.9K -369 -2%
VPIM
228
Vanguard Personalized Indexing Management
California
$658K +$86.5K +2,011 +15%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$651K -$507K -11,798 -44%
UA
230
Unison Advisors
District of Columbia
$626K +$5.93K +138 +1%
EGM
231
Engineers Gate Manager
New York
$617K -$461K -10,726 -43%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$616K +$296K +7,077 +92%
ET
233
Entropy Technologies
New York
$612K -$120K -2,790 -16%
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
$603K -$78.7K -1,831 -12%
Focus Partners Wealth
235
Focus Partners Wealth
Massachusetts
$585K +$585K +13,602 New
M&T Bank
236
M&T Bank
New York
$578K +$10.5K +244 +2%
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$573K -$15.3K -355 -3%
AFG
238
Arkansas Financial Group
Arkansas
$572K – – –
OTPPB
239
Ontario Teachers' Pension Plan Board
Ontario, Canada
$564K -$121K -2,809 -18%
CC
240
Centiva Capital
New York
$557K -$650K -15,120 -54%
DIP
241
Davis Investment Partners
North Carolina
$556K – – –
FFP
242
FourThought Financial Partners
Florida
$554K +$13K +303 +2%
BWM
243
BlackDiamond Wealth Management
New York
$551K -$90.8K -1,885 -14%
FRM
244
Fox Run Management
Connecticut
$549K +$549K +12,779 New
RWA
245
Redmont Wealth Advisors
Illinois
$543K -$43.4K -1,010 -7%
QC
246
Quadrature Capital
United Kingdom
$540K -$155K -3,610 -22%
GJWM
247
Gilliland Jeter Wealth Management
Arkansas
$534K -$62.9K -1,462 -11%
MSF
248
Mustard Seed Financial
Arkansas
$534K – – –
CIC
249
Cornercap Investment Counsel
Georgia
$530K -$640K -14,880 -55%
ADIM
250
Alpha DNA Investment Management
Maryland
$529K +$529K +12,314 New
8 9
10
11 12