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Bank OZK
OZK

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
151
Reduced
145
Closed
50
Calls
$56.2M
Puts
$70.4M
Net Calls
-$14.1M
Net Calls Change
+$189M

Top Buyers

1
GC
Giverny Capital
Quebec, Canada
+$42.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37.6M
3
Charles Schwab
Charles Schwab
California
+$36M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M
5
American Century Companies
American Century Companies
Missouri
+$19.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$62.4M
2
WCM
Wedge Capital Management
North Carolina
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$34.9M
4
WA
Wasatch Advisors
Utah
-$21.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
401
Harbor Investment Advisory
Maryland
$3.73K +$1.55K +34 +71%
MTIC
402
Missouri Trust & Investment Company
Missouri
$3.5K – – –
HCM
403
Highlander Capital Management
New Jersey
$3.41K – – –
SRCM
404
Signature Resources Capital Management
California
$3.19K – – –
UB
405
UMB Bank
Missouri
$3.14K -$1.91K -42 -38%
AF
406
Allworth Financial
California
$2.86K – – –
EWA
407
EverSource Wealth Advisors
Alabama
$2.41K +$1.25K +28 +108%
RG
408
Retirement Group
California
$2.36K +$45 +1 +2%
AW
409
Avion Wealth
Texas
$2K +$880 +11 +79%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
CPG
411
Cornerstone Planning Group
New Jersey
$1.87K – – –
MFT
412
Moisand Fitzgerald Tamayo
Florida
$1.73K – – –
SIC
413
SJS Investment Consulting
Ohio
$1.55K -$91 -2 -6%
CA
414
Continuum Advisory
Idaho
$1.52K +$1.52K +32 New
HNB
415
Huntington National Bank
Ohio
$1.41K -$909 -20 -39%
PWMG
416
Prestige Wealth Management Group
New Jersey
$1.36K – – –
BIA
417
Bell Investment Advisors
California
$1.23K – – –
DPW
418
DiNuzzo Private Wealth
Pennsylvania
$864 – – –
FFA
419
Farther Finance Advisors
California
$583 – – –
BGAI
420
Bruce G. Allen Investments
Colorado
$273 +$273 +6 New
TWP
421
TFO Wealth Partners
Ohio
$227 – – –
AF
422
Advisornet Financial
Minnesota
$182 – – –
PA
423
PSI Advisors
Florida
$136 – – –
WCM
424
Wedge Capital Management
North Carolina
– -$44.1M -885,068 Closed
PI
425
PineBridge Investments
New York
– -$9.4M -188,600 Closed
15 16
17
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