OZK icon

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.

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
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
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
376
Rise Advisors
New York
$21.7K +$2.83K +69 +15%
CFGS
377
Concourse Financial Group Securities
Alabama
$21.2K -$32.2K -786 -60%
LC
378
Lindbrook Capital
California
$20.3K +$10.8K +263 +114%
TFA
379
Toth Financial Advisory
Virginia
$19.4K +$1.97K +48 +11%
C
380
Covestor
United Kingdom
$18K +$164 +4 +0.9%
OWA
381
Opal Wealth Advisors
New York
$17.3K +$17.3K +421 New
KFI
382
Key Financial Inc
Pennsylvania
$16.8K – – –
GWM
383
Geneos Wealth Management
Colorado
$16.4K – – –
HFS
384
Hantz Financial Services
Michigan
$15K – – –
SWM
385
Spire Wealth Management
Virginia
$13.3K – – –
Jones Financial Companies
386
Jones Financial Companies
Missouri
$13.1K +$13.1K +320 New
VWM
387
Venturi Wealth Management
Texas
$12.4K +$1.19K +29 +11%
DAM
388
Delta Asset Management
Tennessee
$12.3K – – –
PFBT
389
Parkside Financial Bank & Trust
Missouri
$11.6K -$15.1K -369 -57%
CA
390
CoreCap Advisors
Michigan
$10.7K -$13.9K -338 -57%
AF
391
Allworth Financial
California
$9.23K +$6.38K +141 +224%
GWSG
392
GPS Wealth Strategies Group
Colorado
$9.06K – – –
PWMG
393
Private Wealth Management Group
New Jersey
$8K +$1.48K +36 +23%
FFA
394
Farther Finance Advisors
California
$6.98K +$6.45K +158 +1,215%
CA
395
Clearstead Advisors
Ohio
$6.81K – – –
FHA
396
First Horizon Advisors
Tennessee
$6.23K -$40.8K -994 -87%
EWA
397
EverSource Wealth Advisors
Alabama
$5.72K +$3.19K +68 +126%
HNB
398
Huntington National Bank
Ohio
$5.58K +$4.31K +105 +339%
AAP
399
Arax Advisory Partners
Colorado
$5.23K -$33.1K -804 -86%
SSB
400
Sandy Spring Bank
Maryland
$4.92K +$4.92K +120 New
14 15
16
17 18