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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$43.4M
4
SM
4
Senvest Management
New York
$22.3M
5
State Street
5
State Street
Massachusetts
$306M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
5
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$6.58K +$1.93K +45 +42%
HNB
402
Huntington National Bank
Ohio
$5.85K – – –
TWC
403
TD Waterhouse Canada
Ontario, Canada
$5.65K +$2.7K +65 +92%
SSB
404
Sandy Spring Bank
Maryland
$5.16K – – –
Bessemer Group
405
Bessemer Group
New Jersey
$5K +$1.63K +41 +48%
JWA
406
JFS Wealth Advisors
Pennsylvania
$4.6K +$129 +3 +3%
GRP
407
Global Retirement Partners
California
$4.17K – – –
BIG
408
Brooklyn Investment Group
New York
$3.91K +$3.91K +91 New
HI
409
Horizon Investments
North Carolina
$3.62K +$2.68K +63 +286%
UB
410
UMB Bank
Missouri
$2.67K -$2.45K -57 -48%
FHA
411
First Horizon Advisors
Tennessee
$2.58K -$3.95K -92 -61%
CT
412
Colonial Trust
South Carolina
$2.41K +$2.41K +57 New
HIA
413
Harbor Investment Advisory
Maryland
$2.06K -$86 -2 -4%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$1.85K – – –
CPG
415
Cornerstone Planning Group
New Jersey
$1.77K – – –
EBA
416
Eagle Bay Advisors
New York
$1.72K -$1.98K -46 -53%
MFT
417
Moisand Fitzgerald Tamayo
Florida
$1.63K – – –
SIC
418
SJS Investment Consulting
Ohio
$1.46K – – –
PFA
419
Pathway Financial Advisers
Indiana
$1.34K +$1.31K +56,129 +4,233%
PWMG
420
Prestige Wealth Management Group
New Jersey
$1.29K – – –
BIA
421
Bell Investment Advisors
California
$1.16K – – –
AW
422
Avion Wealth
Texas
$1K +$26 +1 +3%
DPW
423
DiNuzzo Private Wealth
Pennsylvania
$989 – – –
BGAI
424
Bruce G. Allen Investments
Colorado
$903 -$258 -6 -22%
CWP
425
Concord Wealth Partners
Virginia
$817 +$817 +19 New
15 16
17
18 19