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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
$53M
2
AllianceBernstein
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
Charles Schwab
California
$172M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$160M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
WA
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
451
Caption Management
Oklahoma
– -$211K -4,243 Closed
ABC
452
Associated Banc-Corp
Wisconsin
– -$206K -4,133 Closed
I
453
InceptionR
California
– -$201K -4,030 Closed
Point72 Asset Management
454
Point72 Asset Management
Connecticut
– -$199K -4,000 Closed
SG Americas Securities
455
SG Americas Securities
New York
– -$127K -2,545 Closed
PAS
456
Point72 Asia (Singapore)
Singapore
– -$80.1K -1,607 Closed
PCM
457
Penserra Capital Management
California
– -$68K -1,384 Closed
Group One Trading
458
Group One Trading
Illinois
– -$66K -1,324 Closed
AFWM
459
Abich Financial Wealth Management
Virginia
– -$29.6K -594 Closed
DAC
460
Dividend Assets Capital
South Carolina
– -$25K -500 Closed
Loomis, Sayles & Company
461
Loomis, Sayles & Company
Massachusetts
– -$20K -392 Closed
KI
462
Kapitalo Investimentos
Brazil
– -$18.2K -366 Closed
TFG
463
Team Financial Group
California
– -$17.8K -357 Closed
ASN
464
Advisory Services Network
Georgia
– -$16.4K -329 Closed
TCWA
465
Turtle Creek Wealth Advisors
Texas
– -$5.63K -113 Closed
PVH
466
Psagot Value Holdings
Israel
– -$6K -111 Closed
CTC
467
Central Trust Company
Missouri
– -$3.54K -71 Closed
GWS
468
Glassman Wealth Services
Virginia
– -$2.59K -52 Closed
BFPW
469
BOK Financial Private Wealth
Colorado
– -$2.39K -48 Closed
CWC
470
Carolinas Wealth Consulting
North Carolina
– -$1.88K -38 Closed
AT
471
Arlington Trust
Alabama
– -$1.69K -34 Closed
EC
472
EdgeRock Capital
Colorado
– -$600 -14 Closed
HI
473
Horizon Investments
North Carolina
– -$395 -8 Closed
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