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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.4M
4
SM
Senvest Management
New York
$22.3M
5
State Street
State Street
Massachusetts
$306M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Evergreen Capital Management
Washington
$223K +$4.26K +99 +2%
TRCT
327
Tower Research Capital (TRC)
New York
$221K -$2.12M -49,301 -91%
CWM
328
Cornerstone Wealth Management
Missouri
$219K +$219K +5,090 New
PCMC
329
Paragon Capital Management (Colorado)
Colorado
$214K -$37.3K -868 -15%
GC
330
Globeflex Capital
California
$209K – – –
Capstone Investment Advisors
331
Capstone Investment Advisors
New York
$201K -$261K -6,082 -56%
PAS
332
Point72 Asia (Singapore)
Singapore
$199K +$199K +4,627 New
HWA
333
HHM Wealth Advisors
Tennessee
$194K – – –
GI
334
GAMMA Investing
California
$178K +$7.65K +178 +4%
BTI
335
Blue Trust Inc
Georgia
$163K -$82.7K -2,018 -34%
MG
336
Mather Group
Illinois
$151K – – –
CFB
337
Cullen/Frost Bankers
Texas
$145K +$145K +3,366 New
KBC Group
338
KBC Group
Belgium
$126K – – –
SDIC
339
South Dakota Investment Council
South Dakota
$126K – – –
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
$104K -$1.68K -39 -2%
PS
341
Principal Securities
Iowa
$95.7K +$12.3K +287 +15%
S
342
SignatureFD
Georgia
$92K +$301 +7 +0.3%
QL
343
Quarry LP
New York
$81.3K +$8.64K +201 +12%
QCG
344
Quadrant Capital Group
Ohio
$79.4K -$2.06K -48 -3%
VWM
345
Venturi Wealth Management
Texas
$68.4K +$55.3K +1,287 +425%
Jones Financial Companies
346
Jones Financial Companies
Missouri
$61K +$47.6K +1,132 +354%
CPA
347
Capital Performance Advisors
California
$60.6K +$60.6K +1,410 New
TH
348
TCTC Holdings
Texas
$60.2K – – –
MA
349
Montag & Associates
Georgia
$53.7K – – –
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$53K -$8.04K -187 -13%
12 13
14
15 16