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Bank OZK
OZK

Overview Fund Activity

310 hedge funds and large institutions have $3.48B invested in Bank OZK in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
105
Reduced
111
Closed
26
Calls
$15M
Puts
$8.83M
Net Calls
+$6.12M
Net Calls Change
+$22.1M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$209M
2
Millennium Management
2
Millennium Management
New York
$37.5M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$13.1M
4
GLA
4
Great Lakes Advisors
Illinois
$15.1M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$367M
2
Citadel Advisors
2
Citadel Advisors
Florida
$19.4M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$130M
4
EIP
4
Epoch Investment Partners
New York
$91.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
PEAK6 Investments
Illinois
$157K +$157K +5,009 New
EW
252
Evoke Wealth
California
$156K – – –
US Bancorp
253
US Bancorp
Minnesota
$145K +$6.04K +193 +4%
HWA
254
HHM Wealth Advisors
Tennessee
$141K – – –
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$134K +$114K +3,643 +574%
PAM
256
Panagora Asset Management
Massachusetts
$125K – – –
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$99K -$5.86K -188 -6%
PHK
258
Point72 Hong Kong
Hong Kong
$91K -$464K -14,907 -84%
PWPS
259
Pinnacle Wealth Planning Services
Ohio
$84K +$84K +2,706 New
CFGS
260
Concourse Financial Group Securities
Alabama
$75K -$1.95K -62 -3%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$58K +$50.8K +1,611 +700%
DAC
262
Dividend Assets Capital
South Carolina
$58K +$58K +1,860 New
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
LIM
264
Longfellow Investment Management
Massachusetts
$54K +$54K +1,725 New
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$52K -$44K -1,410 -46%
S
266
SignatureFD
Georgia
$50K – – –
ICP
267
Interchange Capital Partners
Pennsylvania
$50K +$50K +1,604 New
TH
268
TCTC Holdings
Texas
$44K – – –
GRP
269
Global Retirement Partners
California
$41K +$3.38K +107 +9%
MA
270
Montag & Associates
Georgia
$39K +$39K +1,250 New
FPS
271
Fieldpoint Private Securities
Connecticut
$37K +$37K +1,192 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$32K -$79.9K -2,573 -71%
GI
273
Gradient Investments
Minnesota
$32K – – –
GWM
274
Geneos Wealth Management
Colorado
$32K +$4.98K +143 +18%
NFG
275
Next Financial Group
Texas
$23K +$2.73K +85 +13%
9 10
11
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