OZK icon

Bank OZK

289 hedge funds and large institutions have $1.83B invested in Bank OZK in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-46
Holders Change %
-13.73%
% of All Funds
6.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
96
Reduced
111
Closed
76
Calls
$9.35M
Puts
$14.9M
Net Calls
-$5.56M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
251
Parallel Advisors
California
$13K -$11.2K -685 -46%
NFG
252
Next Financial Group
Texas
$13K
GWM
253
Geneos Wealth Management
Colorado
$12K +$3.09K +200 +35%
MAM
254
Meeder Asset Management
Ohio
$11K -$130K -8,013 -92%
OPS
255
Orion Portfolio Solutions
Nebraska
$11K -$3.23K -199 -23%
SPIA
256
Steward Partners Investment Advisory
New York
$10K -$436 -27 -4%
IRC
257
Investors Research Corp
Georgia
$10K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$10K +$4.96K +295 +98%
TWA
259
TCI Wealth Advisors
Arizona
$8K -$1.21K -68 -13%
DAM
260
Delta Asset Management
Tennessee
$7K -$785 -50 -10%
CFB
261
Cullen/Frost Bankers
Texas
$7K
CIA
262
CSat Investment Advisory
Michigan
$7K +$1.41K +86 +25%
TFA
263
Toth Financial Advisory
Virginia
$5K
WTC
264
WhitTier Trust Company
Nevada
$4K
DI
265
Disciplined Investments
Oklahoma
$4K
WT
266
Whittier Trust
California
$4K
SNT
267
Security National Trust
West Virginia
$4K
AA
268
Advisory Alpha
Michigan
$3.54K
CFA
269
Carroll Financial Associates
North Carolina
$3K
FAM
270
Fred Alger Management
New York
$3K +$3K +178 New
PA
271
Procyon Advisors
Connecticut
$2K -$5.47K -347 -73%
VCM
272
Versant Capital Management
Arizona
$2K -$2.28K -189 -53%
PFBT
273
Parkside Financial Bank & Trust
Missouri
$2K -$1.39K -96 -41%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$2K
VFA
275
Valeo Financial Advisors
Indiana
$2K +$2K +90 New