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Bank OZK
OZK

Overview Fund Activity

286 hedge funds and large institutions have $2.39B invested in Bank OZK in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
5.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
91
Reduced
109
Closed
33
Calls
$23.3M
Puts
$39.2M
Net Calls
-$16M
Net Calls Change
-$11.7M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$33.1M
2
WA
2
Wasatch Advisors
Utah
$92.6M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$69.7M
4
KCM
4
Kennedy Capital Management
Missouri
$10.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$306M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M
3
BlackRock
3
BlackRock
New York
$221M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.46M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$25K – – –
SPIA
252
Steward Partners Investment Advisory
New York
$23K -$1K -46 -4%
GWM
253
Geneos Wealth Management
Colorado
$16K – – –
EA
254
Emerald Advisers
Pennsylvania
$16K – – –
CI
255
CX Institutional
Indiana
$15K +$15K +700 New
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$14K – – –
IRC
257
Investors Research Corp
Georgia
$13K – – –
NFG
258
Next Financial Group
Texas
$13K +$13K +631 New
DAM
259
Delta Asset Management
Tennessee
$10K – – –
CFB
260
Cullen/Frost Bankers
Texas
$9K – – –
Millennium Management
261
Millennium Management
New York
$8.68K +$1.12K +52,602 +15%
CIA
262
CSat Investment Advisory
Michigan
$8K +$882 +42 +12%
PA
263
Parallel Advisors
California
$7K – – –
TWA
264
TCI Wealth Advisors
Arizona
$6K -$86 -4 -1%
TFA
265
Toth Financial Advisory
Virginia
$6K – – –
DI
266
Disciplined Investments
Oklahoma
$5K – – –
GAM
267
Gemmer Asset Management
California
$5K – – –
CFA
268
Carroll Financial Associates
North Carolina
$5K +$21 +1 +0.4%
AA
269
Advisory Alpha
Michigan
$5K +$5K +200 New
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +230 New
SNT
271
Security National Trust
West Virginia
$4K – – –
FFA
272
Founders Financial Alliance
North Carolina
$4K +$4K +180 New
VCM
273
Versant Capital Management
Arizona
$3K – – –
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LFG
275
Larson Financial Group
Missouri
$2K – – –
9 10
11
12 13