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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 %
GI
326
GAMMA Investing
California
$200K +$200K +4,424 New
Point72 Asset Management
327
Point72 Asset Management
Connecticut
$199K -$13.3M -266,358 -99%
BEI
328
Benjamin Edwards Inc
Missouri
$149K +$149K +2,982 New
ECM
329
EMC Capital Management
Texas
$134K – – –
Canada Pension Plan Investment Board
330
Canada Pension Plan Investment Board
Ontario, Canada
$130K +$130K +2,600 New
SG Americas Securities
331
SG Americas Securities
New York
$127K -$1.5M -30,076 -92%
S
332
SignatureFD
Georgia
$107K +$299 +6 +0.3%
GI
333
Gradient Investments
Minnesota
$92.4K +$697 +14 +0.8%
KBC Group
334
KBC Group
Belgium
$89K – – –
QCG
335
Quadrant Capital Group
Ohio
$87.9K -$16.3K -328 -16%
PAS
336
Point72 Asia (Singapore)
Singapore
$80.1K +$80.1K +1,607 New
MA
337
MCF Advisors
Kentucky
$73K +$73K +1,465 New
TH
338
TCTC Holdings
Texas
$69.8K – – –
BFEC
339
Benjamin F. Edwards & Company
Missouri
$69K +$59.2K +1,202 +601%
PCM
340
Penserra Capital Management
California
$68K +$68K +1,384 New
Group One Trading
341
Group One Trading
Illinois
$66K +$66K +1,324 New
PFA
342
Pathway Financial Advisers
Indiana
$64.9K +$648 +13 +1%
MA
343
Montag & Associates
Georgia
$62.3K – – –
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$58.9K -$15.1K -304 -20%
NA
345
NewEdge Advisors
Louisiana
$58.6K +$2.74K +55 +5%
CFGS
346
Concourse Financial Group Securities
Alabama
$56.8K +$12.6K +253 +29%
FHA
347
First Horizon Advisors
Tennessee
$55.6K +$548 +11 +1%
Nomura Asset Management
348
Nomura Asset Management
Japan
$49.8K – – –
PTC
349
Private Trust Company
Ohio
$46.5K -$8.97K -180 -16%
AAP
350
Arax Advisory Partners
Colorado
$46.3K +$34.8K +699 +304%
12 13
14
15 16