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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 %
Connor, Clark & Lunn Investment Management (CC&L)
426
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.47M -89,678 Closed
IAN
427
Integrated Advisors Network
Texas
– -$3.93M -78,800 Closed
LCWP
428
Legacy Capital Wealth Partners
Arkansas
– -$3.27M -65,600 Closed
Man Group
429
Man Group
United Kingdom
– -$2.5M -50,153 Closed
TI
430
Trexquant Investment
Connecticut
– -$1.82M -36,480 Closed
AIM
431
Ausbil Investment Management
Australia
– -$1.51M -30,278 Closed
IFS
432
Ifrah Financial Services
Arkansas
– -$1.12M -22,520 Closed
BCM
433
Bayesian Capital Management
New York
– -$817K -16,399 Closed
JFG
434
Jefferies Financial Group
New York
– -$660K -13,250 Closed
PMEF
435
Point72 Middle East FZE
United Arab Emirates
– -$654K -13,118 Closed
PHK
436
Point72 Hong Kong
Hong Kong
– -$608K -12,200 Closed
SFS
437
Sowell Financial Services
Arkansas
– -$527K -10,573 Closed
WG
438
Winton Group
United Kingdom
– -$517K -10,373 Closed
GCM
439
Greenland Capital Management
New York
– -$507K -10,183 Closed
AWM
440
AE Wealth Management
Kansas
– -$464K -9,509 Closed
BHCM
441
Brevan Howard Capital Management
Jersey
– -$411K -8,243 Closed
KOC
442
Koss-Olinger Consulting
Florida
– -$349K -7,000 Closed
Massachusetts Financial Services
443
Massachusetts Financial Services
Massachusetts
– -$307K -6,155 Closed
MLL
444
Moody Lynn & Lieberson
Massachusetts
– -$271K -5,432 Closed
DA
445
Duality Advisers
Florida
– -$247K -4,966 Closed
FM
446
Foster & Motley
Ohio
– -$238K -4,780 Closed
IPW
447
Impact Partnership Wealth
Georgia
– -$232K -4,650 Closed
SPS
448
Susquehanna Portfolio Strategies
Pennsylvania
– -$219K -4,400 Closed
PWP
449
Phillips Wealth Planners
Mississippi
– -$201K -4,390 Closed
PWPS
450
Pinnacle Wealth Planning Services
Ohio
– -$215K -4,314 Closed
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