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

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$52K +$2.96K +72 +6%
MA
352
Montag & Associates
Georgia
$51.3K – – –
AFWM
353
Abich Financial Wealth Management
Virginia
$48.8K +$48.8K +1,190 New
IC
354
Innealta Capital
Texas
$46.5K +$46.5K +1,134 New
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.3K – – –
AWM
356
Avior Wealth Management
Nebraska
$41K -$13.9K -338 -25%
Nomura Asset Management
357
Nomura Asset Management
Japan
$41K – – –
VCM
358
Versant Capital Management
Arizona
$40.1K +$32.4K +791 +423%
AGWCA
359
Annis Gardner Whiting Capital Advisors
Florida
$37.8K -$1.07K -26 -3%
Toronto Dominion Bank
360
Toronto Dominion Bank
Ontario, Canada
$35.7K +$9.68K +236 +37%
BFS
361
Bare Financial Services
Pennsylvania
$34.2K – – –
FCA
362
FinTrust Capital Advisors
South Carolina
$32.9K +$32.9K +802 New
MA
363
MCF Advisors
Kentucky
$31.9K -$14K -342 -31%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$31.4K – – –
BBHC
365
Brown Brothers Harriman & Co
New York
$29.2K -$7.95K -194 -21%
LI
366
LRI Investments
Florida
$27.4K +$6.15K +150 +29%
QC
367
Quent Capital
New York
$26.6K – – –
NA
368
NewEdge Advisors
Louisiana
$26.2K -$4.43K -108 -14%
PA
369
PSI Advisors
Florida
$25.9K +$25.7K +628 +20,933%
PTC
370
Private Trust Company
Ohio
$24.7K -$738 -18 -3%
SPIA
371
Steward Partners Investment Advisory
New York
$24.7K -$8.36K -204 -25%
IRC
372
Investors Research Corp
Georgia
$24.6K – – –
PA
373
Parallel Advisors
California
$23.4K +$5.29K +129 +29%
AssetMark Inc
374
AssetMark Inc
California
$22.8K +$7.95K +194 +53%
Asset Management One
375
Asset Management One
Japan
$22.7K +$22.7K +554 New
13 14
15
16 17