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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 %
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
– – -11,171 Closed
JF
427
Jump Financial
Illinois
– – -8,249 Closed
BAM
428
Blueshift Asset Management
New Jersey
– – -7,750 Closed
PAG
429
Private Advisor Group
New Jersey
– – -7,366 Closed
YMRC
430
Yorktown Management & Research Company
Virginia
– – -6,700 Closed
MF
431
Magnetar Financial
Illinois
– – -6,568 Closed
MM
432
MQS Management
New York
– – -5,909 Closed
EW
433
Evoke Wealth
California
– – -5,437 Closed
CG
434
Cutler Group
California
– – -4,974 Closed
PI
435
PEAK6 Investments
Illinois
– – -1,351 Closed
CAS
436
Coppell Advisory Solutions
Texas
– – -1,047 Closed
HI
437
Harbour Investments
Wisconsin
– – -491 Closed
SC
438
SouthState Corp
Florida
– – -260 Closed
TWM
439
Tradition Wealth Management
Minnesota
– – -87 Closed
EI
440
Ellevest Inc
New York
– – -70 Closed
BAAM
441
Baker Avenue Asset Management
California
– – -52 Closed
RFG
442
RFP Financial Group
Georgia
– – -50 Closed
PMAM
443
Picton Mahoney Asset Management
Ontario, Canada
– – – –
GFI
444
Global Frontier Investments
South Carolina
– – – –
Parallax Volatility Advisers
445
Parallax Volatility Advisers
California
– – – –
AFM
446
Anson Funds Management
Texas
– – – –
KSCM
447
King Street Capital Management
New York
– – – –
BCL
448
Bracebridge Capital LLC
Massachusetts
– – – –
IP
449
Interval Partners
New York
– – – –
Nomura Holdings
450
Nomura Holdings
Japan
– – – –
15 16 17
18
19