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Bank OZK
OZK

Overview Fund Activity

360 hedge funds and large institutions have $4.31B invested in Bank OZK in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 140 reducing their positions, and 71 closing their positions.

Holders
360
Holders Change
-27
Holders Change %
-6.98%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
126
Reduced
140
Closed
71
Calls
$72.4M
Puts
$275M
Net Calls
-$203M
Net Calls Change
+$93.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$173M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Jane Street
3
Jane Street
New York
$53.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$230M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$423M
2
Millennium Management
2
Millennium Management
New York
$51.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.3M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$62.8M
5
WA
5
Wasatch Advisors
Utah
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
401
Elk River Wealth Management
Colorado
– -$282K -8,254 Closed
Holocene Advisors
402
Holocene Advisors
New York
– -$279K -8,149 Closed
LCWP
403
Legacy Capital Wealth Partners
Arkansas
– -$264K -7,716 Closed
BAM
404
Blueshift Asset Management
New Jersey
– -$261K -7,621 Closed
Baird Financial Group
405
Baird Financial Group
Wisconsin
– -$242K -7,077 Closed
Wolverine Trading
406
Wolverine Trading
Illinois
– -$211K -6,283 Closed
PMEF
407
Point72 Middle East FZE
United Arab Emirates
– -$214K -6,268 Closed
CWA
408
CM Wealth Advisors
Ohio
– -$204K -6,018 Closed
CANY
409
Caxton Associates (New York)
New York
– -$202K -5,894 Closed
KI
410
Kapitalo Investimentos
Brazil
– -$187K -5,456 Closed
IUHSA
411
Itau Unibanco Holding S.A.
Brazil
– -$96.6K -2,824 Closed
BAM
412
Belpointe Asset Management
Nevada
– -$72.7K -2,127 Closed
ACM
413
Aquatic Capital Management
Illinois
– -$55K -1,600 Closed
FWM
414
Focused Wealth Management
New York
– -$54.7K -1,600 Closed
BBHC
415
Brown Brothers Harriman & Co
New York
– -$42.7K -1,248 Closed
ASN
416
Advisory Services Network
Georgia
– -$17.4K -509 Closed
TWA
417
TCI Wealth Advisors
Arizona
– -$7.97K -233 Closed
HNB
418
Huntington National Bank
Ohio
– -$5.92K -173 Closed
Point72 Asset Management
419
Point72 Asset Management
Connecticut
– -$3.42K -100 Closed
DA
420
Denali Advisors
California
– -$3.08K -90 Closed
SFG
421
Steward Financial Group
Texas
– -$2K -79 Closed
EI
422
Ellevest Inc
New York
– -$2.33K -68 Closed
VFA
423
Values First Advisors
Tennessee
– -$2.27K -66 Closed
SC
424
Schubert & Co
Texas
– -$1.64K -48 Closed
BIA
425
Bell Investment Advisors
California
– -$1.61K -47 Closed
14 15 16
17
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