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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
401
Moisand Fitzgerald Tamayo
Florida
$1.89K 38 – –
CWC
402
Carolinas Wealth Consulting
North Carolina
$1.88K 38 +2 +6%
SIC
403
SJS Investment Consulting
Ohio
$1.79K 36 +7 +24%
AT
404
Arlington Trust
Alabama
$1.69K 34 +34 New
TWC
405
TD Waterhouse Canada
Ontario, Canada
$1.51K 31 +20 +182%
PWMG
406
Prestige Wealth Management Group
New Jersey
$1.5K 30 – –
BIA
407
Bell Investment Advisors
California
$1.35K 27 +27 New
EWA
408
EverSource Wealth Advisors
Alabama
$1.3K 26 +14 +117%
AW
409
Avion Wealth
Texas
$1K 14 +14 New
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$947 19 +19 New
FFA
411
Farther Finance Advisors
California
$648 13 – –
FGAM
412
Financial Gravity Asset Management
Texas
$626 16 +8 +100%
EC
413
EdgeRock Capital
Colorado
$600 14 +14 New
HI
414
Horizon Investments
North Carolina
$395 8 +8 New
TWP
415
TFO Wealth Partners
Ohio
$249 5 – –
AF
416
Advisornet Financial
Minnesota
$199 4 +4 New
PA
417
PSI Advisors
Florida
$149 3 – –
Balyasny Asset Management
418
Balyasny Asset Management
Illinois
– – -611,038 Closed
Walleye Capital
419
Walleye Capital
New York
– – -267,437 Closed
MGIM
420
M&G Investment Management
United Kingdom
– – -182,997 Closed
Walleye Trading
421
Walleye Trading
New York
– – -84,653 Closed
GCM
422
Graham Capital Management
Connecticut
– – -22,431 Closed
ACM
423
Aquatic Capital Management
Illinois
– – -18,800 Closed
PP
424
PDT Partners
New York
– – -16,211 Closed
BMCM
425
Burns Matteson Capital Management
New York
– – -14,945 Closed
15 16
17
18 19