OZK icon

Bank OZK
OZK

Overview Fund Activity

387 hedge funds and large institutions have $3.59B invested in Bank OZK in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 162 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-15
Holders Change %
-3.73%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
124
Reduced
162
Closed
60
Calls
$34.6M
Puts
$331M
Net Calls
-$297M
Net Calls Change
-$292M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$169M
2
State Street
State Street
Massachusetts
$437M
3
Millennium Management
Millennium Management
New York
$68.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.4M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.47M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$722K
5
Goldman Sachs
Goldman Sachs
New York
$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
401
Dynamic Technology Lab
Singapore
– -$594K -14,820 Closed
AWM
402
AE Wealth Management
Kansas
– -$591K -14,749 Closed
IWA
403
IBEX Wealth Advisors
New Jersey
– -$541K -13,509 Closed
CIA
404
Capital Investment Advisors
Georgia
– -$521K -13,009 Closed
M1FG
405
Mach-1 Financial Group
Arkansas
– -$521K -12,993 Closed
FHC
406
First Heartland Consultants
Missouri
– -$401K -10,021 Closed
NW
407
Naviter Wealth
Arkansas
– -$443K -10,000 Closed
MHI
408
Miller Howard Investments
New York
– -$398K -9,931 Closed
Two Sigma Advisers
409
Two Sigma Advisers
New York
– -$381K -9,500 Closed
SC
410
Steph & Co
Wisconsin
– -$370K -9,242 Closed
Creative Planning
411
Creative Planning
Kansas
– -$348K -8,690 Closed
BGIM
412
Brandywine Global Investment Management
Pennsylvania
– -$309K -7,722 Closed
CCIA
413
Campbell & Co Investment Adviser
Maryland
– -$300K -7,483 Closed
MS
414
Maven Securities
Jersey
– -$300K -7,481 Closed
KAS
415
Kestra Advisory Services
Texas
– -$298K -7,438 Closed
EGM
416
Engineers Gate Manager
New York
– -$270K -6,730 Closed
FC
417
FORA Capital
Florida
– -$267K -6,664 Closed
ST
418
Sabal Trust
Florida
– -$265K -6,617 Closed
DBT
419
Dubuque Bank & Trust
Iowa
– -$242K -6,045 Closed
FM
420
Foster & Motley
Ohio
– -$234K -5,852 Closed
AAM
421
Advisors Asset Management
Colorado
– -$230K -5,739 Closed
V
422
Veritable
Delaware
– -$229K -5,714 Closed
SCM
423
Shelton Capital Management
Colorado
– -$225K -5,617 Closed
MCM
424
Mendel Capital Management
Arkansas
– -$225K -5,615 Closed
CT
425
Chicago Trust
Illinois
– -$218K -5,434 Closed
14 15 16
17
18