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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
$53M
2
AllianceBernstein
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
Charles Schwab
California
$172M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$160M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
WA
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
326
HHM Wealth Advisors
Tennessee
$205K – – –
BEI
327
Benjamin Edwards Inc
Missouri
$190K +$54.8K +1,208 +41%
TPCW
328
TD Private Client Wealth
New York
$187K -$41.9K -921 -18%
TRCT
329
Tower Research Capital (TRC)
New York
$187K -$577K -12,688 -76%
PCM
330
Palouse Capital Management
Washington
$185K +$185K +4,062 New
GI
331
GAMMA Investing
California
$175K -$26.5K -584 -13%
MG
332
Mather Group
Illinois
$175K +$175K +3,503 New
SAM
333
Smartleaf Asset Management
Massachusetts
$158K +$158K +3,461 New
National Bank of Canada
334
National Bank of Canada
Quebec, Canada
$150K -$61K -1,343 -29%
CFM
335
Catalyst Funds Management
Australia
$123K +$123K +2,700 New
Canada Pension Plan Investment Board
336
Canada Pension Plan Investment Board
Ontario, Canada
$118K – – –
KBC Group
337
KBC Group
Belgium
$112K +$30.7K +673 +38%
PS
338
Principal Securities
Iowa
$106K +$77.1K +1,695 +269%
EMFAT
339
Emerald Mutual Fund Advisers Trust
Pennsylvania
$105K -$699K -15,375 -87%
S
340
SignatureFD
Georgia
$97.4K – – –
QCG
341
Quadrant Capital Group
Ohio
$97K +$16.8K +370 +21%
TH
342
TCTC Holdings
Texas
$63.6K – – –
GI
343
Gradient Investments
Minnesota
$63.2K -$21.1K -465 -25%
AWM
344
Avior Wealth Management
Nebraska
$60.8K +$60.8K +1,338 New
PFA
345
Pathway Financial Advisers
Indiana
$59.7K +$455 +10 +0.8%
CFGS
346
Concourse Financial Group Securities
Alabama
$59.2K +$7.36K +162 +14%
MA
347
Montag & Associates
Georgia
$56.8K – – –
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$56.1K +$2.27K +50 +4%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$54K -$9.51K -210 -15%
FHA
350
First Horizon Advisors
Tennessee
$52.1K +$1.36K +30 +3%
12 13
14
15 16