Bank OZK
OZK
382 hedge funds and large institutions have $3.77B invested in Bank OZK in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 125 increasing their positions, 142 reducing their positions, and 32 closing their positions.
72% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 32
6% more funds holding
Funds holding: 361 → 382 (+21)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.98% less ownership
Funds ownership: 93.36% → 88.38% (-5%)
12% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 142
13% less capital invested
Capital invested by funds: $4.31B → $3.77B (-$539M)
72% less call options, than puts
Call options by funds: $61.7M | Put options by funds: $221M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$35.6M |
| 2 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$31.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.5M |
| 4 |
HF
HRT Financial
New York
|
+$16.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$169M |
| 2 |
State Street
Boston,
Massachusetts
|
-$135M |
| 3 |
Jane Street
New York
|
-$50.3M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$21.8M |
| 5 |
Morgan Stanley
New York
|
-$18.5M |
OZK Hedge Fund Activity: Q3 2023 in Review
382 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2023, worth a combined $3.77B — down 13% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new OZK positions and 32 closed out — a net gain of 23 holders — while 125 added to existing stakes and 142 trimmed.
The largest buyer was Jupiter Asset Management, adding an estimated $35.6M. The largest seller was Goldman Sachs, cutting an estimated $169M.
- 382 institutional investors held Bank OZK (OZK) as of Q3 2023, up from 361 in Q2 2023.
- Funds reported $3.77B of Bank OZK stock for Q3 2023, down 13% quarter-over-quarter.
- 55 funds opened new Bank OZK positions in Q3 2023 and 32 closed out, a net change of +23 holders.
- The largest Bank OZK buyer in Q3 2023 was Jupiter Asset Management, an estimated $35.6M added.
- The largest Bank OZK seller in Q3 2023 was Goldman Sachs, an estimated $169M sold.
Based on aggregated 13F filings for Q3 2023.