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Bank OZK
OZK

Overview Fund Activity

387 hedge funds and large institutions have $3.59B invested in Bank OZK in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 162 reducing their positions, and 60 closing their positions.

Holders
387
Holders Change
-15
Holders Change %
-3.73%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
124
Reduced
162
Closed
60
Calls
$34.6M
Puts
$331M
Net Calls
-$297M
Net Calls Change
-$292M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$169M
2
State Street
2
State Street
Massachusetts
$437M
3
Millennium Management
3
Millennium Management
New York
$68.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$31.4M
5
Bank of America
5
Bank of America
North Carolina
$17.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.6M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$5.47M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$722K
5
Goldman Sachs
5
Goldman Sachs
New York
$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
426
Callan Family Office
Pennsylvania
– -$217K -5,428 Closed
MM
427
MQS Management
New York
– -$215K -5,358 Closed
BPA
428
Beacon Pointe Advisors
California
– -$211K -5,277 Closed
PFO
429
Pathstone Family Office
New Jersey
– -$210K -5,230 Closed
EW
430
Evoke Wealth
California
– -$203K -5,068 Closed
PWP
431
Phillips Wealth Planners
Mississippi
– -$221K -4,654 Closed
CMBA
432
C.M. Bidwell & Associates
Hawaii
– -$156K -3,883 Closed
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
– -$112K -2,807 Closed
MAM
434
Meeder Asset Management
Ohio
– -$99.4K -2,480 Closed
CB
435
Centennial Bank
Arkansas
– -$42.5K -1,060 Closed
CAS
436
Coppell Advisory Solutions
Texas
– -$41.9K -1,047 Closed
CASC
437
Coppell Advisory Solutions Corp
Texas
– -$41.9K -1,047 Closed
CS
438
Comerica Securities
Michigan
– -$30.9K -771 Closed
MIM
439
Macroview Investment Management
Maryland
– -$10.3K -258 Closed
Jones Financial Companies
440
Jones Financial Companies
Missouri
– -$9K -237 Closed
AWM
441
Accurate Wealth Management
Florida
– -$4.1K -100 Closed
MRCM
442
M&R Capital Management
New Jersey
– -$1.72K -43 Closed
CAL
443
Capital Advisors Ltd
Ohio
– -$1K -27 Closed
GGI
444
Godsey & Gibb Inc
Virginia
– -$801 -20 Closed
BAAM
445
Baker Avenue Asset Management
California
– -$320 -8 Closed
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