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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 %
Citadel Advisors
26
Citadel Advisors
Florida
$35.3M 709,355 +467,699 +194%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$34.3M 688,198 +29,105 +4%
AllianceBernstein
28
AllianceBernstein
Tennessee
$34.1M 683,406 +220,299 +48%
Bank of America
29
Bank of America
North Carolina
$34M 682,999 +148,466 +28%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$29.3M 588,605 +37 +0%
ClearBridge Investments
31
ClearBridge Investments
New York
$25.4M 509,581 +3,283 +0.6%
GLA
32
Great Lakes Advisors
Illinois
$25.1M 503,313 -9,692 -2%
KCM
33
Kennedy Capital Management
Missouri
$24.5M 491,531 -11,812 -2%
RJA
34
Raymond James & Associates
Florida
$24.3M 487,380 -22,208 -4%
LSV Asset Management
35
LSV Asset Management
Illinois
$23.5M 471,740 +161,400 +52%
Invesco
36
Invesco
Georgia
$20.9M 419,838 +6,157 +1%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$20.6M 412,718 -45,166 -10%
SSA
38
Schonfeld Strategic Advisors
New York
$19.7M 395,618 -209,988 -35%
CWM
39
Cabot Wealth Management
Massachusetts
$19.1M 383,638 -51,559 -12%
Goldman Sachs
40
Goldman Sachs
New York
$17.9M 359,814 +207,341 +136%
RHJA
41
Rice Hall James & Associates
California
$17.9M 359,636 -2,927 -0.8%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$17.2M 344,979 +394 +0.1%
LPL Financial
43
LPL Financial
California
$16.5M 330,713 +9,706 +3%
SEI Investments
44
SEI Investments
Pennsylvania
$16.3M 327,338 +11,274 +4%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$16.3M 327,209 -32,423 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$16.1M 323,252 -20,694 -6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$15.6M 312,165 +22,483 +8%
Wells Fargo
48
Wells Fargo
California
$15.3M 306,082 -11,936 -4%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$15.2M 304,134 +79,502 +35%
Barclays
50
Barclays
United Kingdom
$14M 281,326 -113,242 -29%
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