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Bank OZK
OZK

Overview Fund Activity

387 hedge funds and large institutions have $3.59B invested in Bank OZK in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 162 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-15
Holders Change %
-3.73%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
124
Reduced
162
Closed
60
Calls
$34.6M
Puts
$331M
Net Calls
-$297M
Net Calls Change
-$292M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$169M
2
State Street
State Street
Massachusetts
+$42.2M
3
Millennium Management
Millennium Management
New York
+$20.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.1M
5
Bank of America
Bank of America
North Carolina
+$13.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.3M
2
Fidelity International
Fidelity International
Bermuda
-$14.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$12M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$8.76M
5
Goldman Sachs
Goldman Sachs
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
276
HighTower Advisors
Illinois
$249K +$26.3K +771 +12%
Mariner
277
Mariner
Kansas
$247K +$4.31K +126 +2%
Baird Financial Group
278
Baird Financial Group
Wisconsin
$242K +$7.66K +224 +3%
CC
279
Centiva Capital
New York
$237K +$237K +6,930 New
TI
280
Tidal Investments
Wisconsin
$233K +$233K +6,811 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$230K -$1.61K -47 -0.7%
LIM
282
Lathrop Investment Management
Arkansas
$230K – – –
MOS
283
MGO One Seven
Ohio
$230K -$6.77K -198 -3%
NFG
284
Nations Financial Group
Iowa
$229K +$11.7K +343 +5%
LCGC
285
Legacy Capital Group California
California
$222K +$222K +6,491 New
HCP
286
Hexagon Capital Partners
Arkansas
$220K +$616 +18 +0.3%
SP
287
Symmetry Partners
Connecticut
$219K -$2.4K -70 -1%
PMEF
288
Point72 Middle East FZE
United Arab Emirates
$214K -$363K -10,627 -63%
MML Investors Services
289
MML Investors Services
Massachusetts
$214K -$32.7K -955 -13%
Wolverine Trading
290
Wolverine Trading
Illinois
$211K +$211K +6,283 New
HWAM
291
Hennion & Walsh Asset Management
New Jersey
$205K +$33.9K +993 +20%
CWA
292
CM Wealth Advisors
Ohio
$204K +$204K +6,018 New
URS
293
Utah Retirement Systems
Utah
$203K – – –
HWM
294
HB Wealth Management
Georgia
$202K -$7.7K -225 -4%
CANY
295
Caxton Associates (New York)
New York
$202K +$202K +5,894 New
KI
296
Kapitalo Investimentos
Brazil
$187K +$187K +5,456 New
HWA
297
HHM Wealth Advisors
Tennessee
$155K – – –
TPCW
298
TD Private Client Wealth
New York
$152K +$131K +3,836 +636%
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$141K -$1.02M -29,665 -88%
US Bancorp
300
US Bancorp
Minnesota
$140K +$17.9K +522 +15%
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