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Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
326
Lighthouse Investment Partners
Florida
$210K +$210K +5,115 New
ECM
327
Evergreen Capital Management
Washington
$208K +$15.9K +388 +8%
IPW
328
Impact Partnership Wealth
Georgia
$205K +$205K +5,008 New
BEI
329
Benjamin Edwards Inc
Missouri
$201K +$29.1K +708 +17%
GC
330
Globeflex Capital
California
$200K – – –
HWA
331
HHM Wealth Advisors
Tennessee
$185K – – –
SOW
332
State of Wyoming
Wyoming
$180K -$65.1K -1,589 -27%
GI
333
GAMMA Investing
California
$163K +$5.49K +134 +3%
MG
334
Mather Group
Illinois
$159K – – –
PCM
335
Palouse Capital Management
Washington
$153K -$14K -342 -8%
SDIC
336
South Dakota Investment Council
South Dakota
$120K -$76.7K -1,879 -39%
KBC Group
337
KBC Group
Belgium
$120K +$19.7K +483 +20%
EC
338
EntryPoint Capital
New York
$105K +$105K +2,564 New
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$100K -$34.1K -839 -25%
EMFAT
340
Emerald Mutual Fund Advisers Trust
Pennsylvania
$94.9K – – –
S
341
SignatureFD
Georgia
$87.4K -$451 -11 -0.5%
PS
342
Principal Securities
Iowa
$79.5K -$15.8K -386 -17%
QCG
343
Quadrant Capital Group
Ohio
$77.7K -$9.76K -238 -11%
QL
344
Quarry LP
New York
$69.3K +$54.7K +1,333 +373%
TPCW
345
TD Private Client Wealth
New York
$62.2K -$107K -2,602 -63%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$58.2K +$7.67K +187 +15%
GI
347
Gradient Investments
Minnesota
$57.5K +$492 +12 +0.9%
TH
348
TCTC Holdings
Texas
$57.4K – – –
A
349
AlphaQuest
New York
$56.4K -$1.84M -44,903 -97%
PFA
350
Pathway Financial Advisers
Indiana
$54.3K +$574 +14 +1%
12 13
14
15 16