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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
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MCF Advisors
Kentucky
$50.9K -$15.7K -345 -24%
Nomura Asset Management
352
Nomura Asset Management
Japan
$45.5K – – –
AGWCA
353
Annis Gardner Whiting Capital Advisors
Florida
$43.1K +$43.1K +948 New
AAP
354
Arax Advisory Partners
Colorado
$42.3K +$91 +2 +0.2%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$41.1K +$41.1K +905 New
SPIA
357
Steward Partners Investment Advisory
New York
$36.6K +$10.2K +225 +39%
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$35.2K +$35.2K +784 New
NA
359
NewEdge Advisors
Louisiana
$34K -$19.5K -430 -37%
BFS
360
Bare Financial Services
Pennsylvania
$32.6K – – –
PFBT
361
Parkside Financial Bank & Trust
Missouri
$29.6K +$7.23K +159 +32%
QC
362
Quent Capital
New York
$29.5K – – –
Toronto Dominion Bank
363
Toronto Dominion Bank
Ontario, Canada
$28.9K – – –
PH
364
Pinnacle Holdings
Oklahoma
$28.4K +$28.4K +625 New
PTC
365
Private Trust Company
Ohio
$28.2K -$14.2K -312 -33%
IRC
366
Investors Research Corp
Georgia
$27.3K – – –
CA
367
CoreCap Advisors
Michigan
$27.2K +$27.2K +598 New
LI
368
LRI Investments
Florida
$23.5K +$23.5K +518 New
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$21K +$9.4K +205 +81%
RA
370
Rise Advisors
New York
$21K +$21K +461 New
PA
371
Parallel Advisors
California
$20.1K +$2.91K +64 +17%
C
372
Covestor
United Kingdom
$20K -$2.39K -52 -11%
CA
373
Centerpoint Advisors
Massachusetts
$20K – – –
TFA
374
Toth Financial Advisory
Virginia
$19.3K +$182 +4 +1%
KFI
375
Key Financial Inc
Pennsylvania
$18.6K – – –
13 14
15
16 17