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Bank OZK
OZK

Overview Fund Activity

353 hedge funds and large institutions have $3.72B invested in Bank OZK in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
35
Increased
128
Reduced
141
Closed
44
Calls
$8.85M
Puts
$17.4M
Net Calls
-$8.52M
Net Calls Change
+$1.42M

Top Buyers

1
State Street
State Street
Massachusetts
$460M
2
Morgan Stanley
Morgan Stanley
New York
$35.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
$28.5M
4
Millennium Management
Millennium Management
New York
$24.1M
5
SSA
Schonfeld Strategic Advisors
New York
$19.6M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$35.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$462M
4
DAM
Davis Asset Management
California
$0
5
Fidelity International
Fidelity International
Bermuda
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
251
Dubuque Bank & Trust
Iowa
$250K +$11.7K +311 +5%
ST
252
Sabal Trust
Florida
$248K +$248K +6,617 New
PHK
253
Point72 Hong Kong
Hong Kong
$247K +$183K +4,872 +286%
OC
254
Oppenheimer & Co
New York
$246K -$113 -3 -0%
Creative Planning
255
Creative Planning
Kansas
$243K +$47.7K +1,272 +24%
MML Investors Services
256
MML Investors Services
Massachusetts
$242K -$52.4K -1,399 -18%
SCM
257
Shelton Capital Management
Colorado
$242K – – –
SP
258
Symmetry Partners
Connecticut
$240K – – –
URS
259
Utah Retirement Systems
Utah
$238K – – –
MOS
260
MGO One Seven
Ohio
$237K -$3.37K -90 -1%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$234K -$73.9K -1,966 -24%
KAS
262
Kestra Advisory Services
Texas
$228K +$228K +6,080 New
NGA
263
Naples Global Advisors
Florida
$222K +$2.51K +67 +1%
CAM
264
Connacht Asset Management
New York
$219K -$89K -2,376 -29%
BPA
265
Beacon Pointe Advisors
California
$217K -$20.5K -548 -9%
PA
266
Profund Advisors
Maryland
$215K -$94.6K -2,518 -31%
MCM
267
Mendel Capital Management
Arkansas
$211K +$38 +1 +0%
HWM
268
HB Wealth Management
Georgia
$210K +$487 +13 +0.2%
CT
269
Chicago Trust
Illinois
$203K +$16K +428 +9%
EW
270
Evoke Wealth
California
$188K – – –
HWA
271
HHM Wealth Advisors
Tennessee
$170K – – –
SAM
272
Shell Asset Management
Netherlands
$156K +$263 +7 +0.2%
SWM
273
SeaCrest Wealth Management
New York
$150K +$150K +4,000 New
CMBA
274
C.M. Bidwell & Associates
Hawaii
$146K +$146K +3,885 New
US Bancorp
275
US Bancorp
Minnesota
$141K +$18.6K +491 +15%
9 10
11
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