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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 %
Walleye Trading
276
Walleye Trading
New York
$357K +$357K +8,698 New
CCM
277
Copeland Capital Management
Pennsylvania
$355K -$69.2M -1,688,090 -99%
FMWA
278
Forvis Mazars Wealth Advisors
Missouri
$347K – – –
SAM
279
Securian Asset Management
Minnesota
$345K -$8.12K -198 -2%
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$345K – – –
Osaic Holdings
281
Osaic Holdings
Arizona
$335K -$56.1K -1,369 -14%
GC
282
Guggenheim Capital
Illinois
$334K -$34.4K -840 -9%
AA
283
ALPS Advisors
Colorado
$326K -$1.23K -30 -0.4%
MJP
284
Michael J. Puzo
$320K -$35.3K -860 -10%
ECM
285
EMC Capital Management
Texas
$309K – – –
PWG
286
Private Wealth Group
Florida
$309K – – –
DekaBank Deutsche Girozentrale
287
DekaBank Deutsche Girozentrale
Germany
$305K -$282K -7,077 -48%
FIM
288
Freedom Investment Management
Connecticut
$295K +$12.5K +304 +4%
RAM
289
Readystate Asset Management
Illinois
$290K +$290K +7,071 New
KOC
290
Koss-Olinger Consulting
Florida
$287K +$287K +7,000 New
ACP
291
Arcus Capital Partners
Georgia
$281K +$8.36K +204 +3%
LIM
292
Lathrop Investment Management
Arkansas
$280K +$4.27K +104 +2%
RJT
293
Raymond James Trust
Florida
$278K -$210K -5,124 -43%
PCA
294
Pallas Capital Advisors
Massachusetts
$277K +$277K +6,157 New
BTI
295
Blue Trust Inc
Georgia
$272K +$47.1K +1,037 +21%
LCGC
296
Legacy Capital Group California
California
$271K +$2.75K +67 +1%
WG
297
Winton Group
United Kingdom
$271K +$271K +6,600 New
Los Angeles Capital Management
298
Los Angeles Capital Management
California
$268K -$184K -4,490 -41%
MM
299
Meridian Management
Arkansas
$266K -$287 -7 -0.1%
PCM
300
Prelude Capital Management
New York
$266K -$58.3K -1,423 -18%
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