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Bank OZK
OZK

Overview Fund Activity

356 hedge funds and large institutions have $4.69B invested in Bank OZK in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+5
Holders Change %
+1.42%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
48
Increased
109
Reduced
151
Closed
36
Calls
$9.36M
Puts
$10.1M
Net Calls
-$748K
Net Calls Change
+$2.82M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$30.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$24M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$17.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$609M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$17.1M
2
Millennium Management
2
Millennium Management
New York
$11.5M
3
State Street
3
State Street
Massachusetts
$488M
4
DAM
4
Davis Asset Management
California
$24.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$319K +$14.2K +306 +5%
PCM
252
Palouse Capital Management
Washington
$308K -$2.1K -45 -0.7%
OC
253
Oppenheimer & Co
New York
$305K +$1.72K +37 +0.6%
QCM
254
Quantinno Capital Management
New York
$304K +$304K +6,531 New
DBT
255
Dubuque Bank & Trust
Iowa
$303K +$9.59K +206 +3%
SCM
256
Shelton Capital Management
Colorado
$300K -$13.7K -295 -4%
MOS
257
MGO One Seven
Ohio
$298K +$298K +6,409 New
URS
258
Utah Retirement Systems
Utah
$295K -$4.65K -100 -2%
HIS
259
Harvest Investment Services
Illinois
$288K -$2.14K -46 -0.7%
NGA
260
Naples Global Advisors
Florida
$272K – – –
Amundi
261
Amundi
France
$268K – – –
KAS
262
Kestra Advisory Services
Texas
$264K +$264K +5,677 New
HWM
263
HB Wealth Management
Georgia
$262K +$262K +5,633 New
MCM
264
Mendel Capital Management
Arkansas
$261K +$261K +5,611 New
Squarepoint
265
Squarepoint
New York
$254K +$254K +5,458 New
TAM
266
Tucker Asset Management
Colorado
$252K -$17K -367 -6%
RGC
267
Roberts, Glore & Co
Illinois
$245K -$22.1K -475 -8%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$240K -$1.72K -37 -0.7%
Creative Planning
269
Creative Planning
Kansas
$240K +$2.94K +63 +1%
US Bancorp
270
US Bancorp
Minnesota
$239K +$29.4K +629 +14%
Twin Tree Management
271
Twin Tree Management
Texas
$238K -$281K -6,025 -54%
ABC
272
Associated Banc-Corp
Wisconsin
$238K – – –
CT
273
Chicago Trust
Illinois
$233K – – –
EW
274
Evoke Wealth
California
$233K – – –
FIM
275
Freedom Investment Management
Connecticut
$231K +$231K +4,973 New
9 10
11
12 13