OZK icon

Bank OZK

353 hedge funds and large institutions have $3.72B invested in Bank OZK in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
35
Increased
128
Reduced
141
Closed
44
Calls
$8.85M
Puts
$17.4M
Net Calls
-$8.52M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
CoreCap Advisors
Michigan
$8K +$8K +200 New
BBHC
327
Brown Brothers Harriman & Co
New York
$8K +$8K +204 New
GRP
328
Global Retirement Partners
California
$7K -$116 -3 -2%
CWP
329
Concord Wealth Partners
Virginia
$7K
VCM
330
Versant Capital Management
Arizona
$5K -$157 -4 -3%
TAIM
331
TD Ameritrade Investment Management
Nebraska
$5K +$5K +146 New
UB
332
UMB Bank
Missouri
$4K
CTC
333
Central Trust Company
Missouri
$3K
LC
334
Lindbrook Capital
California
$3K +$742 +23 +33%
MBFW
335
Morton Brown Family Wealth
Pennsylvania
$3K +$3K +84 New
Bank of Montreal
336
Bank of Montreal
Ontario, Canada
$2.8K +$427 +11,281 +18%
WPA
337
West Paces Advisors
Georgia
$2.59K
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$2K -$2K -65 -50%
PFBT
339
Parkside Financial Bank & Trust
Missouri
$2K
HIA
340
Harbor Investment Advisory
Maryland
$2K
AFG
341
Albion Financial Group
Utah
$2K
GWS
342
Glassman Wealth Services
Virginia
$2K
DA
343
Denali Advisors
California
$2K +$712 +21 +55%
SC
344
Schubert & Co
Texas
$2K +$1.07K +23 +115%
M1FG
345
Mach-1 Financial Group
Arkansas
$2K +$2K +54 New
TWC
346
TD Waterhouse Canada
Ontario, Canada
$1.78K
JWA
347
JFS Wealth Advisors
Pennsylvania
$1K -$3.06K -55 -75%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$1K
AF
349
Allworth Financial
California
$1K +$53 +1 +6%
DI
350
Disciplined Investments
Oklahoma
$1K +$103 +3 +12%