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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
1
Giverny Capital
Quebec, Canada
$53M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$68.7M
3
Charles Schwab
3
Charles Schwab
California
$172M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$27.5M
5
American Century Companies
5
American Century Companies
Missouri
$61.2M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$160M
2
WCM
2
Wedge Capital Management
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
WA
4
Wasatch Advisors
Utah
$295M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cabot Wealth Management
Massachusetts
$13.3M -$4.17M -91,627 -24%
Wells Fargo
52
Wells Fargo
California
$13.1M -$779K -17,130 -6%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$12.9M -$1.98M -43,516 -13%
Rafferty Asset Management
54
Rafferty Asset Management
New York
$12.4M +$3.44M +75,682 +38%
Two Sigma Investments
55
Two Sigma Investments
New York
$12.2M +$9.88M +217,306 +421%
Citadel Advisors
56
Citadel Advisors
Florida
$12.2M -$20M -440,625 -62%
DFO
57
Duquesne Family Office
New York
$10.6M +$10.6M +234,200 New
TG
58
TCW Group
California
$10.6M -$1.16M -25,600 -10%
Citigroup
59
Citigroup
New York
$9.88M +$3.9M +85,869 +65%
Swiss National Bank
60
Swiss National Bank
Switzerland
$9.79M – – –
EIP
61
Epoch Investment Partners
New York
$9.77M +$81.1K +1,785 +0.8%
QI
62
QV Investors
Alberta, Canada
$9.73M – – –
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$9.63M -$292K -6,430 -3%
Ameriprise
64
Ameriprise
Minnesota
$9.25M -$1.75M -38,572 -16%
ZCM
65
Ziegler Capital Management
Illinois
$9.23M +$5.91M +130,028 +178%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$9.04M +$7.7M +169,420 +574%
MGP
67
M&G plc
United Kingdom
$8.44M +$8.44M +187,492 New
SSA
68
Schonfeld Strategic Advisors
New York
$8.24M -$9.74M -214,322 -54%
UBS AM
69
UBS AM
Illinois
$8.03M -$1.03M -22,695 -11%
Victory Capital Management
70
Victory Capital Management
Texas
$7.63M +$6.54M +143,757 +596%
Legal & General Group
71
Legal & General Group
United Kingdom
$7.51M +$37K +814 +0.5%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$7.25M +$712K +15,663 +11%
AG
73
Algert Global
California
$7M +$2.22M +48,832 +46%
CS
74
Credit Suisse
Switzerland
$6.86M +$257K +5,657 +4%
Capital Fund Management (CFM)
75
Capital Fund Management (CFM)
France
$6.65M +$569K +12,513 +9%
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