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Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
401
UMB Bank
Missouri
$4.88K +$2.05K +50 +72%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$4.43K -$205 -5 -4%
JWA
403
JFS Wealth Advisors
Pennsylvania
$4.26K – – –
GRP
404
Global Retirement Partners
California
$3.98K -$410 -10 -9%
EBA
405
Eagle Bay Advisors
New York
$3.53K -$8.45K -206 -71%
MTIC
406
Missouri Trust & Investment Company
Missouri
$3.16K – – –
Bessemer Group
407
Bessemer Group
New Jersey
$3K -$306K -8,657 -99%
ATPW
408
Ashton Thomas Private Wealth
Arizona
$2.95K +$2.95K +72 New
TWC
409
TD Waterhouse Canada
Ontario, Canada
$2.91K – – –
SAM
410
Smartleaf Asset Management
Massachusetts
$2.63K -$135K -3,395 -98%
SRCM
411
Signature Resources Capital Management
California
$2.62K – – –
S
412
Sachetta
Massachusetts
$2.31K +$2.31K +49 New
HIA
413
Harbor Investment Advisory
Maryland
$2.05K -$1.31K -32 -39%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$1.76K – – –
CPG
415
Cornerstone Planning Group
New Jersey
$1.65K – – –
MFT
416
Moisand Fitzgerald Tamayo
Florida
$1.56K – – –
SIC
417
SJS Investment Consulting
Ohio
$1.39K – – –
CA
418
Continuum Advisory
Idaho
$1.31K – – –
PWMG
419
Prestige Wealth Management Group
New Jersey
$1.23K – – –
BIA
420
Bell Investment Advisors
California
$1.11K – – –
BGAI
421
Bruce G. Allen Investments
Colorado
$1.11K +$861 +21 +350%
IA
422
IFP Advisors
Florida
$1.11K +$1.11K +27 New
AA
423
Ancora Advisors
Ohio
$1.03K +$1.03K +25 New
JWM
424
Janiczek Wealth Management
Colorado
$1.03K +$1.03K +25 New
AW
425
Avion Wealth
Texas
$1K +$324 +12 +48%
15 16
17
18 19