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Bank OZK
OZK

Overview Fund Activity

402 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, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+52
Holders Change %
+14.86%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
140
Reduced
128
Closed
24
Calls
$15.8M
Puts
$20.4M
Net Calls
-$4.62M
Net Calls Change
-$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55M
2
Millennium Management
2
Millennium Management
New York
$56.5M
3
WCM
3
Wedge Capital Management
North Carolina
$31.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$15.5M
5
BlackRock
5
BlackRock
New York
$421M

Top Sellers

1
State Street
1
State Street
Massachusetts
$463M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$453K
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$88.6M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.09M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Bridgefront Capital
Texas
$273K +$52K +1,299 +24%
BFEC
277
Benjamin F. Edwards & Company
Missouri
$272K -$57.3K -1,429 -17%
EGM
278
Engineers Gate Manager
New York
$270K +$270K +6,730 New
LIM
279
Lathrop Investment Management
Arkansas
$269K -$17.1K -426 -6%
FC
280
FORA Capital
Florida
$267K +$267K +6,664 New
ST
281
Sabal Trust
Florida
$265K – – –
HighTower Advisors
282
HighTower Advisors
Illinois
$262K +$262K +6,538 New
SP
283
Symmetry Partners
Connecticut
$259K +$2.81K +70 +1%
HCP
284
Hexagon Capital Partners
Arkansas
$257K -$23.2K -579 -8%
NFG
285
Nations Financial Group
Iowa
$254K -$26.2K -655 -9%
HWM
286
HB Wealth Management
Georgia
$246K +$21.9K +546 +10%
NGA
287
Naples Global Advisors
Florida
$244K – – –
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$243K -$1.5M -37,529 -86%
DBT
289
Dubuque Bank & Trust
Iowa
$242K -$1.4K -35 -0.6%
URS
290
Utah Retirement Systems
Utah
$238K – – –
FM
291
Foster & Motley
Ohio
$234K +$234K +5,852 New
AAM
292
Advisors Asset Management
Colorado
$230K -$63.6K -1,588 -22%
BFM
293
Boothbay Fund Management
New York
$230K +$230K +5,734 New
PTC
294
Petrus Trust Company
Texas
$229K +$229K +5,727 New
V
295
Veritable
Delaware
$229K +$26K +648 +13%
Man Group
296
Man Group
United Kingdom
$226K +$226K +5,646 New
SCM
297
Shelton Capital Management
Colorado
$225K -$12.9K -321 -5%
MCM
298
Mendel Capital Management
Arkansas
$225K +$40 +1 +0%
PWP
299
Phillips Wealth Planners
Mississippi
$221K +$221K +4,654 New
PA
300
Profund Advisors
Maryland
$219K +$9.49K +237 +5%
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12
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