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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
251
1832 Asset Management
Ontario, Canada
$452K +$364 +8 +0.1%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$447K -$90.7K -1,997 -17%
NFG
253
Nations Financial Group
Iowa
$445K +$445K +9,778 New
Osaic Holdings
254
Osaic Holdings
Arizona
$434K -$1.07M -23,499 -71%
AFAS
255
Acorn Financial Advisory Services
Virginia
$425K -$38.4K -844 -8%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$423K +$423K +9,298 New
SAM
257
Shell Asset Management
Netherlands
$421K -$38K -926 -8%
HT
258
Headlands Technologies
Illinois
$418K +$418K +9,189 New
GC
259
Guggenheim Capital
Illinois
$409K +$220K +4,844 +117%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$402K -$11.1K -245 -3%
Bessemer Group
261
Bessemer Group
New Jersey
$398K -$1.3M -28,473 -77%
State of Wisconsin Investment Board
262
State of Wisconsin Investment Board
Wisconsin
$395K -$76.1K -1,675 -16%
MJP
263
Michael J. Puzo
$394K -$34.6K -760 -8%
SCM
264
Stevens Capital Management
Pennsylvania
$394K +$167K +3,674 +74%
CCM
265
Coldstream Capital Management
Washington
$394K -$1.45M -31,802 -79%
HF
266
HRT Financial
New York
$393K -$3.53M -77,908 -90%
SAM
267
Securian Asset Management
Minnesota
$392K -$9.09K -200 -2%
VI
268
Vestcor Inc
New Brunswick, Canada
$390K – – –
PCS
269
Personal CFO Solutions
New Jersey
$387K +$1.73K +38 +0.4%
FMWA
270
Forvis Mazars Wealth Advisors
Missouri
$385K – – –
NYLIM
271
New York Life Investment Management
New York
$370K +$370K +8,141 New
BMCM
272
Burns Matteson Capital Management
New York
$366K +$366K +8,062 New
GCM
273
Graham Capital Management
Connecticut
$365K +$365K +8,022 New
AA
274
ALPS Advisors
Colorado
$363K -$12.8K -282 -3%
PCM
275
Prelude Capital Management
New York
$360K +$360K +7,911 New
9 10
11
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