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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
1
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$43.4M
4
SM
4
Senvest Management
New York
$22.3M
5
State Street
5
State Street
Massachusetts
$306M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
5
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
376
V-Square Quantitative Management
Illinois
$22.5K +$22.5K +523 New
AAP
377
Arax Advisory Partners
Colorado
$20.8K +$15.3K +357 +281%
TWD
378
True Wealth Design
Ohio
$20K +$20K +466 New
LC
379
Lindbrook Capital
California
$19.5K -$1.76K -41 -8%
C
380
Covestor
United Kingdom
$19K +$43 +1 +0.2%
ATS
381
Ashton Thomas Securities
New York
$19K +$19K +441 New
TC
382
Truvestments Capital
Florida
$18.8K +$18.8K +438 New
KFI
383
Key Financial Inc
Pennsylvania
$17.6K – – –
HFS
384
Hantz Financial Services
Michigan
$16K – – –
SWM
385
Spire Wealth Management
Virginia
$14K +$86 +2 +0.6%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$12.4K +$301 +7 +2%
CA
387
CoreCap Advisors
Michigan
$11.8K +$645 +15 +6%
SAM
388
Smartleaf Asset Management
Massachusetts
$11.6K +$8.78K +209 +317%
ACA
389
Atlas Capital Advisors
Wyoming
$10.3K +$10.3K +240 New
DAM
390
Delta Asset Management
Tennessee
$10.2K -$2.75K -64 -21%
GWSG
391
GPS Wealth Strategies Group
Colorado
$9.5K – – –
JIP
392
Jaffetilchin Investment Partners
Florida
$8.99K +$8.99K +209 New
BWP
393
Baldwin Wealth Partners
Massachusetts
$8.94K +$8.94K +208 New
PWMG
394
Private Wealth Management Group
New Jersey
$8.38K – – –
FFA
395
Farther Finance Advisors
California
$8.08K +$730 +17 +10%
HWM
396
Hemington Wealth Management
Virginia
$8K +$8K +194 New
AF
397
Advisornet Financial
Minnesota
$7.74K +$7.74K +180 New
EWA
398
EverSource Wealth Advisors
Alabama
$7.4K +$2.15K +50 +41%
CA
399
Clearstead Advisors
Ohio
$7.14K – – –
AF
400
Allworth Financial
California
$7.12K -$1.63K -38 -19%
14 15
16
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