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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
301
Arcus Capital Partners
Georgia
$269K +$269K +5,399 New
TI
302
Tidal Investments
Wisconsin
$263K -$95.1K -1,909 -27%
VA
303
Vident Advisory
Georgia
$258K +$258K +5,175 New
TPCW
304
TD Private Client Wealth
New York
$251K -$7.28K -146 -3%
SCM
305
Stevens Capital Management
Pennsylvania
$248K +$248K +4,984 New
DA
306
Duality Advisers
Florida
$247K +$247K +4,966 New
GC
307
Globeflex Capital
California
$243K – – –
BTI
308
Blue Trust Inc
Georgia
$239K +$29.3K +792 +14%
FM
309
Foster & Motley
Ohio
$238K +$238K +4,780 New
VF
310
Vest Financial
Virginia
$235K +$235K +4,726 New
IPW
311
Impact Partnership Wealth
Georgia
$232K +$232K +4,650 New
DI
312
DFPG Investments
Utah
$231K +$231K +4,785 New
SCM
313
Shelton Capital Management
Colorado
$226K +$226K +4,532 New
HWA
314
HHM Wealth Advisors
Tennessee
$225K – – –
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
$222K -$6.77K -142 -3%
SPS
316
Susquehanna Portfolio Strategies
Pennsylvania
$219K +$219K +4,400 New
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$215K +$215K +4,314 New
ECM
318
Evergreen Capital Management
Washington
$215K +$215K +4,308 New
NICM
319
Neo Ivy Capital Management
New York
$213K -$1.56M -31,284 -88%
SOW
320
State of Wyoming
Wyoming
$212K -$76.5K -1,535 -26%
CM
321
Caption Management
Oklahoma
$211K +$211K +4,243 New
GC
322
Guggenheim Capital
Illinois
$207K +$207K +4,148 New
ABC
323
Associated Banc-Corp
Wisconsin
$206K +$206K +4,133 New
PWP
324
Phillips Wealth Planners
Mississippi
$201K +$201K +4,390 New
I
325
InceptionR
California
$201K -$210K -4,210 -51%
11 12
13
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