OZK icon

Bank OZK
OZK

Overview Fund Activity

387 hedge funds and large institutions have $3.59B invested in Bank OZK in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 162 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-15
Holders Change %
-3.73%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
124
Reduced
162
Closed
60
Calls
$34.6M
Puts
$331M
Net Calls
-$297M
Net Calls Change
-$292M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$169M
2
State Street
State Street
Massachusetts
$437M
3
Millennium Management
Millennium Management
New York
$68.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.4M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.47M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$722K
5
Goldman Sachs
Goldman Sachs
New York
$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
326
Toronto Dominion Bank
Ontario, Canada
$25K -$3.89K -115 -13%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$23.9K +$22.1K +647 +1,244%
DAC
328
Dividend Assets Capital
South Carolina
$22K – – –
IRC
329
Investors Research Corp
Georgia
$20.5K – – –
CA
330
Crewe Advisors
Utah
$19.8K – – –
HFS
331
Hantz Financial Services
Michigan
$18K -$3.45K -98 -16%
ASN
332
Advisory Services Network
Georgia
$17.4K -$2.29K -67 -12%
HI
333
Harbour Investments
Wisconsin
$16.5K +$137 +4 +0.8%
CA
334
Centerpoint Advisors
Massachusetts
$15K – – –
PA
335
Parallel Advisors
California
$14.3K +$34 +1 +0.2%
GWM
336
Geneos Wealth Management
Colorado
$13.7K +$13.7K +400 New
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$13K -$13.8K -419 -52%
SPIA
338
Steward Partners Investment Advisory
New York
$12K -$3.01K -88 -20%
TFA
339
Toth Financial Advisory
Virginia
$12K +$342 +10 +3%
CCA
340
Column Capital Advisors
Indiana
$10.4K – – –
DAM
341
Delta Asset Management
Tennessee
$10.3K – – –
SSA
342
Schonfeld Strategic Advisors
New York
$10.3K -$921K -26,938 -99%
KFI
343
Key Financial Inc
Pennsylvania
$10.1K – – –
C
344
Covestor
United Kingdom
$8K -$132 -4 -2%
TWA
345
TCI Wealth Advisors
Arizona
$7.97K -$68 -2 -0.9%
GWSG
346
GPS Wealth Strategies Group
Colorado
$7.56K +$7.56K +221 New
AAP
347
Arax Advisory Partners
Colorado
$6.38K +$103 +3 +2%
TAIM
348
TD Ameritrade Investment Management
Nebraska
$6K -$339 -10 -5%
HNB
349
Huntington National Bank
Ohio
$5.92K +$5.92K +173 New
LC
350
Lindbrook Capital
California
$4.62K +$1.98K +58 +75%
12 13
14
15 16