OZK icon

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
$53M
2
AllianceBernstein
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
Charles Schwab
California
$172M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$160M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
WA
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$18.2K – – –
CIAS
377
CBIZ Investment Advisory Services
Ohio
$18K +$18K +396 New
Belvedere Trading
378
Belvedere Trading
Illinois
$17.7K +$17.7K +390 New
HFS
379
Hantz Financial Services
Michigan
$17K – – –
SWS
380
SYSTM Wealth Solutions
Illinois
$16.7K – – –
AssetMark Inc
381
AssetMark Inc
California
$16.5K +$16.5K +363 New
QL
382
Quarry LP
New York
$16.2K +$5.59K +123 +53%
WRM
383
Weybosset Research & Management
Rhode Island
$15.9K -$487 -7,625 -3%
SWM
384
Spire Wealth Management
Virginia
$14.7K +$546 +12 +4%
DAM
385
Delta Asset Management
Tennessee
$13.6K – – –
EBA
386
Eagle Bay Advisors
New York
$13.3K +$13.3K +292 New
VWM
387
Venturi Wealth Management
Texas
$12.5K +$8.82K +194 +243%
FIM
388
Fernwood Investment Management
Massachusetts
$12.2K +$12.2K +269 New
ACA
389
Atlas Capital Advisors
Wyoming
$10.9K +$10.9K +240 New
LC
390
Lindbrook Capital
California
$10.5K – – –
GWSG
391
GPS Wealth Strategies Group
Colorado
$10K – – –
VCM
392
Versant Capital Management
Arizona
$8.5K – – –
CA
393
Clearstead Advisors
Ohio
$8K – – –
PWMG
394
Private Wealth Management Group
New Jersey
$7.23K – – –
TC
395
Truvestments Capital
Florida
$5.86K +$5.86K +129 New
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$5.14K -$273 -6 -5%
GRP
397
Global Retirement Partners
California
$4.86K – – –
FGAM
398
Financial Gravity Asset Management
Texas
$4.78K +$4.04K +88 +550%
JWA
399
JFS Wealth Advisors
Pennsylvania
$4.73K – – –
TWC
400
TD Waterhouse Canada
Ontario, Canada
$4.15K +$2.34K +40 +129%
14 15
16
17 18