OZK icon

Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
301
Fox Run Management
Connecticut
$256K -$270K -5,950 -51%
Cerity Partners
302
Cerity Partners
New York
$255K +$255K +5,610 New
MCM
303
Mendel Capital Management
Arkansas
$255K -$3.86K -85 -1%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$255K -$7.82K -172 -3%
CIP
305
Convergence Investment Partners
Florida
$254K +$254K +5,582 New
GSC
306
Grey Street Capital
Illinois
$252K +$252K +5,554 New
SRL
307
Scientech Research LLC
New Jersey
$250K +$250K +5,497 New
TI
308
Tidal Investments
Wisconsin
$250K +$9.55K +210 +4%
BPA
309
Beacon Pointe Advisors
California
$247K -$36.7K -808 -13%
CFO
310
Callan Family Office
Pennsylvania
$247K – – –
XT
311
XTX Topco
Cayman Islands
$245K -$124K -2,731 -34%
VA
312
Vident Advisory
Georgia
$245K +$10K +220 +4%
HCP
313
Hexagon Capital Partners
Arkansas
$240K -$58.8K -1,294 -20%
Walleye Capital
314
Walleye Capital
New York
$239K +$239K +5,258 New
HighTower Advisors
315
HighTower Advisors
Illinois
$234K -$1.09M -23,549 -82%
EW
316
Evoke Wealth
California
$233K +$233K +5,136 New
OQS
317
Occudo Quantitative Strategies
Florida
$228K -$1.49M -32,789 -87%
BTI
318
Blue Trust Inc
Georgia
$225K -$68.9K -1,516 -23%
GC
319
Globeflex Capital
California
$221K – – –
SDIC
320
South Dakota Investment Council
South Dakota
$219K -$980K -21,558 -82%
PAG
321
Private Advisor Group
New Jersey
$218K +$218K +4,805 New
HCA
322
Harbor Capital Advisors
Illinois
$218K +$218K +4,788 New
ECM
323
Evergreen Capital Management
Washington
$213K +$17.4K +383 +9%
AIM
324
Aigen Investment Management
New York
$209K +$209K +4,600 New
SCM
325
Shelton Capital Management
Colorado
$206K – – –
11 12
13
14 15