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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.36B invested in Bank OZK in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 142 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+41
Holders Change %
+13.23%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
63
Increased
93
Reduced
142
Closed
20
Calls
$11M
Puts
$19M
Net Calls
-$8.01M
Net Calls Change
-$14.1M

Top Buyers

1
WA
Wasatch Advisors
Utah
$335M
2
Vanguard Group
Vanguard Group
Pennsylvania
$482M
3
BlackRock
BlackRock
New York
$448M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
$14.6M
5
DCM
Driehaus Capital Management
Illinois
$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$92.2M
2
Principal Financial Group
Principal Financial Group
Iowa
$135M
3
Millennium Management
Millennium Management
New York
$11.5M
4
EIP
Epoch Investment Partners
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
276
BBVA USA Bancshares
Texas
$232K +$232K +5,688 New
DBT
277
Dubuque Bank & Trust
Iowa
$230K +$230K +5,629 New
HB
278
Homrich & Berg
Georgia
$228K +$228K +5,583 New
CT
279
Chicago Trust
Illinois
$227K +$227K +5,552 New
Creative Planning
280
Creative Planning
Kansas
$220K -$52.3K -1,280 -19%
MML Investors Services
281
MML Investors Services
Massachusetts
$217K +$217K +5,319 New
EW
282
Evoke Wealth
California
$204K – – –
XT
283
XTX Topco
Cayman Islands
$202K +$202K +4,942 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$192K +$117K +2,866 +156%
HWA
285
HHM Wealth Advisors
Tennessee
$185K – – –
AAM
286
Advisors Asset Management
Colorado
$181K +$181K +4,430 New
SAM
287
Shell Asset Management
Netherlands
$179K +$179K +4,385 New
AII
288
AGF Investments Inc
Ontario, Canada
$175K -$86.8K -2,123 -33%
US Bancorp
289
US Bancorp
Minnesota
$154K -$34.6K -849 -18%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$146K +$16.4K +403 +13%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$114K -$61.4K -1,497 -35%
FC
292
FORA Capital
Florida
$113K +$113K +2,763 New
MAM
293
Meeder Asset Management
Ohio
$99K +$86.7K +2,145 +708%
CFGS
294
Concourse Financial Group Securities
Alabama
$96K -$1.76K -43 -2%
DAC
295
Dividend Assets Capital
South Carolina
$76K -$411 -10 -0.5%
WAM
296
Wolverine Asset Management
Illinois
$74K +$74K +1,832 New
LIM
297
Longfellow Investment Management
Massachusetts
$71K – – –
CI Investments Inc
298
CI Investments Inc
Ontario, Canada
$69K +$1.06K +26 +2%
S
299
SignatureFD
Georgia
$67K +$1.44K +35 +2%
FPS
300
Fieldpoint Private Securities
Connecticut
$67K +$18.1K +440 +37%
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