Bank OZK
OZK
361 hedge funds and large institutions have $4.31B invested in Bank OZK in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 71 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more capital invested
Capital invested by funds: $3.59B → $4.31B (+$723M)
8.76% more ownership
Funds ownership: 84.6% → 93.36% (+8.8%)
7% less funds holding
Funds holding: 388 → 361 (-27)
11% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 141
35% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 71
74% less call options, than puts
Call options by funds: $72.4M | Put options by funds: $275M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$145M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$43.3M |
| 3 |
Jane Street
New York
|
+$39.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$28.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$81.4M |
| 2 |
Millennium Management
New York
|
-$26.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.8M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$22.3M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$17.1M |
OZK Hedge Fund Activity: Q2 2023 in Review
361 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2023, worth a combined $4.31B — up 20% from $3.59B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of OZK and 46 opened new positions — a net loss of 25 holders — while 141 trimmed existing stakes and 126 added.
The largest buyer was Goldman Sachs, adding an estimated $145M. The largest seller was State Street, cutting an estimated $81.4M.
- 361 institutional investors held Bank OZK (OZK) as of Q2 2023, down from 388 in Q1 2023.
- Funds reported $4.31B of Bank OZK stock for Q2 2023, up 20% quarter-over-quarter.
- 46 funds opened new Bank OZK positions in Q2 2023 and 71 closed out, a net change of -25 holders.
- The largest Bank OZK buyer in Q2 2023 was Goldman Sachs, an estimated $145M added.
- The largest Bank OZK seller in Q2 2023 was State Street, an estimated $81.4M sold.
Based on aggregated 13F filings for Q2 2023.