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Bank OZK
OZK

Overview Fund Activity

351 hedge funds and large institutions have $4.44B invested in Bank OZK in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
121
Reduced
126
Closed
28
Calls
$13.2M
Puts
$16.8M
Net Calls
-$3.57M
Net Calls Change
-$2.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$557M
2
WA
2
Wasatch Advisors
Utah
$421M
3
Millennium Management
3
Millennium Management
New York
$39.5M
4
Wells Fargo
4
Wells Fargo
California
$26.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$16.7M

Top Sellers

1
Newport Trust Company
1
Newport Trust Company
District of Columbia
$53.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$74M
3
State Street
3
State Street
Massachusetts
$479M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$109K
5
Principal Financial Group
5
Principal Financial Group
Iowa
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
326
Smith Group Asset Management
Texas
$8K +$473 +11 +6%
KIG
327
Kowal Investment Group
Wisconsin
$8K +$8K +196 New
VCM
328
Versant Capital Management
Arizona
$6K – – –
CFA
329
Cahill Financial Advisors
Minnesota
$6K +$6K +132 New
Walleye Capital
330
Walleye Capital
New York
$5.65K +$1.56K +36,239 +38%
CWC
331
Carolinas Wealth Consulting
North Carolina
$5K – – –
DI
332
Disciplined Investments
Oklahoma
$5K – – –
IA
333
IFP Advisors
Florida
$4K -$1.93K -42 -33%
AWA
334
Arkadios Wealth Advisors
Georgia
$4K – – –
BC
335
Bartlett & Co
Ohio
$4K +$4K +82 New
RCA
336
Ranch Capital Advisors
Florida
$4K +$4K +100 New
BCWM
337
Bartlett & Co Wealth Management
Ohio
$3.52K +$3.52K +82 New
DA
338
Denali Advisors
California
$3K -$985 -22 -25%
LC
339
Lindbrook Capital
California
$3K – – –
PFBT
340
Parkside Financial Bank & Trust
Missouri
$3K – – –
WPA
341
West Paces Advisors
Georgia
$2.67K – – –
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$2.15K – – –
HIA
343
Harbor Investment Advisory
Maryland
$2K – – –
HCM
344
Highlander Capital Management
New Jersey
$2K – – –
GWS
345
Glassman Wealth Services
Virginia
$2K – – –
WQ
346
Wealth Quarterback
New Jersey
$2K – – –
BIA
347
Bell Investment Advisors
California
$1K +$1K +17 New
CI
348
Cordant Inc
Oregon
$1K +$1K +18 New
EI
349
Ellevest Inc
New York
$1K +$1K +22 New
DCM
350
Driehaus Capital Management
Illinois
– -$9.92M -235,400 Closed
12 13
14
15 16