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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 %
ET
126
Entropy Technologies
New York
$2.39M +$901K +19,809 +60%
NW
127
Naviter Wealth
Arkansas
$2.34M +$782K +17,192 +50%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$2.19M -$827K -18,095 -27%
YCM
129
Yousif Capital Management
Michigan
$2.17M -$49.6K -1,090 -2%
QCM
130
Quantinno Capital Management
New York
$2.17M +$663K +14,582 +44%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.16M -$172K -3,791 -7%
A
132
AlphaQuest
New York
$2.1M +$732K +16,104 +53%
TCM
133
Teza Capital Management
Illinois
$2.1M +$452K +9,935 +27%
CCIA
134
Campbell & Co Investment Adviser
Maryland
$2.09M +$1.15M +25,225 +122%
M&T Bank
135
M&T Bank
New York
$2.08M +$17K +373 +0.8%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$2.06M -$261K -5,730 -11%
CANY
137
Caxton Associates (New York)
New York
$2.03M +$513K +11,281 +34%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$1.94M +$433K +9,529 +29%
QEI
139
QSV Equity Investors
Illinois
$1.91M +$2.27K +50 +0.1%
SO
140
STRS Ohio
Ohio
$1.85M +$631K +13,888 +52%
PCM
141
Palisade Capital Management
New Jersey
$1.83M +$83.4K +1,835 +5%
VanEck Associates
142
VanEck Associates
New York
$1.79M +$480K +10,554 +37%
CCMINC
143
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.79M +$395K +8,688 +28%
SB
144
Simmons Bank
Arkansas
$1.79M – – –
FPAS
145
Focus Partners Advisor Solutions
Missouri
$1.7M +$42.5K +934 +3%
MCC
146
Money Concepts Capital
Florida
$1.7M +$158K +3,478 +10%
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$1.7M -$45.6K -1,002 -3%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.67M – – –
Neuberger Berman Group
149
Neuberger Berman Group
New York
$1.63M +$258K +5,680 +19%
EGM
150
Engineers Gate Manager
New York
$1.57M +$390K +8,585 +33%
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