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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K 930 – –
BFS
352
Bare Financial Services
Pennsylvania
$36.3K 729 +729 New
QC
353
Quent Capital
New York
$32.3K 649 -140 -18%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$31.6K 635 -50 -7%
PS
355
Principal Securities
Iowa
$31.4K 630 +630 New
IRC
356
Investors Research Corp
Georgia
$29.9K 600 – –
AFWM
357
Abich Financial Wealth Management
Virginia
$29.6K 594 +594 New
SPIA
358
Steward Partners Investment Advisory
New York
$29K 581 +231 +66%
C
359
Covestor
United Kingdom
$25K 487 -871 -64%
DAC
360
Dividend Assets Capital
South Carolina
$25K 500 – –
PFBT
361
Parkside Financial Bank & Trust
Missouri
$24.5K 492 -307 -38%
CA
362
Centerpoint Advisors
Massachusetts
$22K 443 – –
TFA
363
Toth Financial Advisory
Virginia
$20.9K 420 +55 +15%
KFI
364
Key Financial Inc
Pennsylvania
$20.4K 410 – –
Loomis, Sayles & Company
365
Loomis, Sayles & Company
Massachusetts
$20K 392 +111 +40%
GWM
366
Geneos Wealth Management
Colorado
$19.9K 400 – –
PA
367
Parallel Advisors
California
$18.8K 378 +7 +2%
SWS
368
SYSTM Wealth Solutions
Illinois
$18.3K 367 +367 New
KI
369
Kapitalo Investimentos
Brazil
$18.2K 366 -607 -62%
HFS
370
Hantz Financial Services
Michigan
$18K 368 -79 -18%
TFG
371
Team Financial Group
California
$17.8K 357 +4 +1%
ASN
372
Advisory Services Network
Georgia
$16.4K 329 +329 New
DAM
373
Delta Asset Management
Tennessee
$15K 300 – –
SWM
374
Spire Wealth Management
Virginia
$14.9K 312 -11 -3%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$13K 253 +2 +0.8%
13 14
15
16 17