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Bank OZK
OZK

Overview Fund Activity

381 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 32 closing their positions.

Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
125
Reduced
141
Closed
32
Calls
$61.7M
Puts
$221M
Net Calls
-$159M
Net Calls Change
+$43.4M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$40.2M
2
VRS
2
Virginia Retirement Systems
Virginia
$31.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.7M
4
HF
4
HRT Financial
New York
$15.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$69M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.65M
2
State Street
2
State Street
Massachusetts
$266M
3
Jane Street
3
Jane Street
New York
$3.53M
4
WA
4
Wasatch Advisors
Utah
$269M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BO
401
Bank OZK
Arkansas
– – -7,555 Closed
NFG
402
Nations Financial Group
Iowa
– – -6,742 Closed
GHA
403
GW Henssler & Associates
Georgia
– – -6,614 Closed
GC
404
Guggenheim Capital
Illinois
– – -5,592 Closed
SCM
405
Shelton Capital Management
Colorado
– – -5,413 Closed
CT
406
Chicago Trust
Illinois
– – -5,364 Closed
DC
407
Davenport & Co
Virginia
– – -5,231 Closed
MTIM
408
Marathon Trading Investment Management
Pennsylvania
– – -5,000 Closed
HCA
409
Harbor Capital Advisors
Illinois
– – -1,573 Closed
SSG
410
Summit Securities Group
New York
– – -1,500 Closed
TAIM
411
TD Ameritrade Investment Management
Nebraska
– – -114 Closed
DI
412
Disciplined Investments
Oklahoma
– – -19 Closed
RI
413
Ridgewood Investments
New Jersey
– – -15 Closed
CA
414
Crewe Advisors
Utah
– – -5 Closed
Group One Trading
415
Group One Trading
Illinois
– – – –
Simplex Trading
416
Simplex Trading
Illinois
– – – –
AFM
417
Anson Funds Management
Texas
– – – –
SCM
418
Sandler Capital Management
New York
– – – –
CM
419
Caption Management
Oklahoma
– – – –
Wolverine Trading
420
Wolverine Trading
Illinois
– – – –
PMAM
421
Picton Mahoney Asset Management
Ontario, Canada
– – – –
GFI
422
Global Frontier Investments
South Carolina
– – – –
Parallax Volatility Advisers
423
Parallax Volatility Advisers
California
– – – –
SWM
424
Sugarloaf Wealth Management
Georgia
– – – –
KSCM
425
King Street Capital Management
New York
– – – –
14 15 16
17
18