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Bank OZK
OZK

Overview Fund Activity

360 hedge funds and large institutions have $4.31B invested in Bank OZK in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 140 reducing their positions, and 71 closing their positions.

Holders
360
Holders Change
-27
Holders Change %
-6.98%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
126
Reduced
140
Closed
71
Calls
$72.4M
Puts
$275M
Net Calls
-$203M
Net Calls Change
+$93.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$173M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Jane Street
3
Jane Street
New York
$53.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$230M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$423M
2
Millennium Management
2
Millennium Management
New York
$51.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.3M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$62.8M
5
WA
5
Wasatch Advisors
Utah
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
276
Globeflex Capital
California
$229K 5,693 -3,533 -38%
FFM
277
Forum Financial Management
Illinois
$228K 5,684 +5,684 New
MCM
278
Mendel Capital Management
Arkansas
$225K 5,615 +5,615 New
GC
279
Guggenheim Capital
Illinois
$225K 5,592 +5,592 New
SOW
280
State of Wyoming
Wyoming
$222K 5,519 +1,545 +39%
CFO
281
Callan Family Office
Pennsylvania
$218K 5,428 +5,428 New
SCM
282
Shelton Capital Management
Colorado
$217K 5,413 +5,413 New
CT
283
Chicago Trust
Illinois
$215K 5,364 +5,364 New
DC
284
Davenport & Co
Virginia
$210K 5,231 +5,231 New
TPCW
285
TD Private Client Wealth
New York
$208K 5,187 +748 +17%
EW
286
Evoke Wealth
California
$205K 5,112 +5,112 New
MTIM
287
Marathon Trading Investment Management
Pennsylvania
$201K 5,000 +5,000 New
HWA
288
HHM Wealth Advisors
Tennessee
$182K 4,520 – –
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$163K 4,063 -60 -1%
Amundi
290
Amundi
France
$152K 3,762 – –
BFEC
291
Benjamin F. Edwards & Company
Missouri
$115K 2,852 -3,883 -58%
S
292
SignatureFD
Georgia
$86.4K 2,151 +204 +10%
GI
293
Gradient Investments
Minnesota
$73.4K 1,828 +13 +0.7%
HCA
294
Harbor Capital Advisors
Illinois
$63.2K 1,573 +1,573 New
QCG
295
Quadrant Capital Group
Ohio
$61.6K 1,534 -1,101 -42%
BTI
296
Blue Trust Inc
Georgia
$61K 1,794 +208 +13%
C
297
Covestor
United Kingdom
$58K 1,453 +1,210 +498%
TH
298
TCTC Holdings
Texas
$56.2K 1,400 – –
MA
299
Montag & Associates
Georgia
$50.2K 1,250 – –
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$47.6K 1,185 -33 -3%
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