OZK icon

Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
251
Mustard Seed Financial
Arkansas
$509K – – –
Connor, Clark & Lunn Investment Management (CC&L)
252
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$494K +$494K +12,039 New
HPC
253
HM Payson & Co
Maine
$492K – – –
PP
254
Prudential plc
United Kingdom
$476K -$3.45M -84,109 -88%
DBIA
255
Dumont & Blake Investment Advisors
New Jersey
$467K +$230K +5,600 +97%
X
256
Xponance
Pennsylvania
$465K -$49.4K -1,205 -10%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$465K – – –
AMBIA
258
Allen Mooney & Barnes Investment Advisors
Georgia
$455K – – –
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$441K -$119K -2,912 -21%
JPWM
260
Jamison Private Wealth Management
Georgia
$431K – – –
Federated Hermes
261
Federated Hermes
Pennsylvania
$426K -$191K -4,658 -31%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$421K +$58.5K +1,428 +16%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$409K +$287 +7 +0.1%
RFC
264
Regions Financial Corp
Alabama
$405K -$95.6K -2,332 -19%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$403K – – –
BSW
266
Buckingham Strategic Wealth
Missouri
$402K +$402K +9,799 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$400K +$381K +9,288 +2,028%
TSS
268
Two Sigma Securities
New York
$394K +$394K +9,600 New
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$392K -$31.3K -763 -7%
VF
270
Virtu Financial
New York
$391K +$391K +9,541 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$388K -$108K -2,646 -22%
AFAS
272
Acorn Financial Advisory Services
Virginia
$386K +$2.46K +60 +0.6%
State of Wisconsin Investment Board
273
State of Wisconsin Investment Board
Wisconsin
$378K +$21.1K +514 +6%
OC
274
Oppenheimer & Co
New York
$375K +$375K +9,142 New
AI
275
Atria Investments
North Carolina
$368K +$368K +8,964 New
9 10
11
12 13