Bank OZK
351 hedge funds and large institutions have $3.83B invested in Bank OZK in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 152 reducing their positions, and 41 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
3% more capital invested
Capital invested by funds: $3.72B → $3.83B (+$111M)
1% less funds holding
Funds holding: 354 → 351 (-3)
2% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 41
1.83% less ownership
Funds ownership: 79.99% → 78.16% (-1.8%)
29% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 152
38% less call options, than puts
Call options by funds: $6.79M | Put options by funds: $10.9M
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$17.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$9.44M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$8.97M |
| 4 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$8.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.54M |
Top Sellers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$39.4M |
| 2 |
BlackRock
New York
|
-$10.4M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$9.62M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.01M |
| 5 |
Renaissance Technologies
New York
|
-$8.17M |
OZK Hedge Fund Activity: Q3 2022 in Review
351 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2022, worth a combined $3.83B — up 3% from $3.72B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of OZK and 40 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 108 added.
The largest buyer was State Street, adding an estimated $17.8M. The largest seller was Wasatch Advisors, cutting an estimated $39.4M.
- 351 institutional investors held Bank OZK (OZK) as of Q3 2022, down from 354 in Q2 2022.
- Funds reported $3.83B of Bank OZK stock for Q3 2022, up 3% quarter-over-quarter.
- 40 funds opened new Bank OZK positions in Q3 2022 and 41 closed out, a net change of -1 holder.
- The largest Bank OZK buyer in Q3 2022 was State Street, an estimated $17.8M added.
- The largest Bank OZK seller in Q3 2022 was Wasatch Advisors, an estimated $39.4M sold.
Based on aggregated 13F filings for Q3 2022.