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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 %
PS
351
Planned Solutions
California
$50K +$50K +1,163 New
VCM
352
Versant Capital Management
Arizona
$47.6K +$5.59K +130 +13%
ANBT
353
American National Bank & Trust
Texas
$44.2K +$44.2K +1,028 New
Nomura Asset Management
354
Nomura Asset Management
Japan
$43K – – –
AssetMark Inc
355
AssetMark Inc
California
$41.6K +$17.7K +411 +74%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.3K – – –
AFWM
357
Abich Financial Wealth Management
Virginia
$39.4K -$11.7K -273 -23%
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$37.4K – – –
QC
359
Quent Capital
New York
$35.6K +$7.74K +180 +28%
FCA
360
FinTrust Capital Advisors
South Carolina
$34.5K – – –
MA
361
MCF Advisors
Kentucky
$33.4K – – –
GWM
362
Geneos Wealth Management
Colorado
$32.5K +$15.3K +357 +89%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$32.4K -$1.33K -31 -4%
BFS
364
Bare Financial Services
Pennsylvania
$31.3K – – –
TPCW
365
TD Private Client Wealth
New York
$31.1K -$34.2K -795 -52%
NA
366
NewEdge Advisors
Louisiana
$27.7K +$172 +4 +0.6%
LI
367
LRI Investments
Florida
$27.5K -$4.45K -93 -14%
PA
368
PSI Advisors
Florida
$27.1K – – –
IRC
369
Investors Research Corp
Georgia
$25.8K – – –
PTC
370
Private Trust Company
Ohio
$25.5K -$473 -11 -2%
PA
371
Parallel Advisors
California
$25.1K +$559 +13 +2%
SPIA
372
Steward Partners Investment Advisory
New York
$25K -$903 -21 -3%
CFGS
373
Concourse Financial Group Securities
Alabama
$23.1K +$946 +22 +4%
RA
374
Rise Advisors
New York
$23K +$215 +5 +0.9%
TFA
375
Toth Financial Advisory
Virginia
$22.6K +$2.32K +54 +11%
13 14
15
16 17