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Bank OZK
OZK

Overview Fund Activity

369 hedge funds and large institutions have $4.27B invested in Bank OZK in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 129 reducing their positions, and 30 closing their positions.

Holders
369
Holders Change
+13
Holders Change %
+3.65%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
49
Increased
134
Reduced
129
Closed
30
Calls
$6.63M
Puts
$16.6M
Net Calls
-$9.94M
Net Calls Change
-$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$457M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$23.7M
3
Charles Schwab
3
Charles Schwab
California
$110M
4
Wells Fargo
4
Wells Fargo
California
$34.5M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$8.64M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$20.5M
2
AAMU
2
AEGON Asset Management (UK)
United Kingdom
$0
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$69.9M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$128M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
376
Axxcess Wealth Management
California
– – -6,900 Closed
QCM
377
Quantinno Capital Management
New York
– – -6,531 Closed
KAS
378
Kestra Advisory Services
Texas
– – -5,677 Closed
TAM
379
Tucker Asset Management
Colorado
– – -5,438 Closed
FIM
380
Freedom Investment Management
Connecticut
– – -4,973 Closed
AC
381
Applied Capital
Arkansas
– – -4,662 Closed
GC
382
Guggenheim Capital
Illinois
– – -4,513 Closed
BAM
383
Belpointe Asset Management
Nevada
– – -3,879 Closed
SCA
384
Snowden Capital Advisors
New York
– – -2,437 Closed
CG
385
Cutler Group
California
– – -1,700 Closed
CMBA
386
C.M. Bidwell & Associates
Hawaii
– – -975 Closed
CWS
387
Confluence Wealth Services
Pennsylvania
– – -969 Closed
DAM
388
Delta Asset Management
Tennessee
– – -370 Closed
CA
389
CoreCap Advisors
Michigan
– – -200 Closed
DWA
390
Delos Wealth Advisors
Texas
$0 4 -139 -97%
DFCM
391
Dark Forest Capital Management
Puerto Rico
– – -98 Closed
CWC
392
Carolinas Wealth Consulting
North Carolina
– – -97 Closed
SWM
393
Spire Wealth Management
Virginia
– – -93 Closed
AssetMark Inc
394
AssetMark Inc
California
– – -81 Closed
RWA
395
RGT Wealth Advisors
Texas
– – -53 Closed
FMP
396
Financial Management Professionals
Texas
– – -7 Closed
Wolverine Trading
397
Wolverine Trading
Illinois
– – – –
Group One Trading
398
Group One Trading
Illinois
– – – –
IP
399
Interval Partners
New York
– – – –
PA
400
PSI Advisors
Florida
$0 3 – –
13 14 15
16
17