Bank OZK
403 hedge funds and large institutions have $3.69B invested in Bank OZK in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 24 closing their positions.
238% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 24
15% more funds holding
Funds holding: 351 → 403 (+52)
1.66% more ownership
Funds ownership: 78.16% → 79.81% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 129
4% less capital invested
Capital invested by funds: $3.83B → $3.69B (-$144M)
23% less call options, than puts
Call options by funds: $15.8M | Put options by funds: $20.4M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.9M |
| 2 |
Millennium Management
New York
|
+$40.6M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$33.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$16.6M |
| 5 |
BlackRock
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.2M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$22.9M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$16.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$11.9M |
OZK Hedge Fund Activity: Q4 2022 in Review
403 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2022, worth a combined $3.69B — down 3.8% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new OZK positions and 24 closed out — a net gain of 57 holders — while 140 added to existing stakes and 129 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $52.9M. The largest seller was State Street, cutting an estimated $48.8M.
- 403 institutional investors held Bank OZK (OZK) as of Q4 2022, up from 351 in Q3 2022.
- Funds reported $3.69B of Bank OZK stock for Q4 2022, down 3.8% quarter-over-quarter.
- 81 funds opened new Bank OZK positions in Q4 2022 and 24 closed out, a net change of +57 holders.
- The largest Bank OZK buyer in Q4 2022 was Wellington Management Group, an estimated $52.9M added.
- The largest Bank OZK seller in Q4 2022 was State Street, an estimated $48.8M sold.
Based on aggregated 13F filings for Q4 2022.