OZK icon

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 %
CAM
151
Cresset Asset Management
Illinois
$1.56M +$518K +11,386 +50%
OAM
152
Oppenheimer Asset Management
New York
$1.51M -$1.07M -23,460 -41%
Deutsche Bank
153
Deutsche Bank
Germany
$1.5M -$35K -769 -2%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$1.46M – – –
DLP
155
De Lisle Partners
United Kingdom
$1.45M +$1.45M +32,000 New
OTPPB
156
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.45M +$538K +11,844 +59%
CSS
157
Cubist Systematic Strategies
Connecticut
$1.44M -$3.21M -70,545 -69%
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$1.38M +$31.8K +700 +2%
ASRS
159
Arizona State Retirement System
Arizona
$1.37M -$23.5K -517 -2%
Holocene Advisors
160
Holocene Advisors
New York
$1.35M +$1.35M +29,637 New
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$1.31M -$106K -2,337 -7%
Lido Advisors
162
Lido Advisors
California
$1.3M +$1.3M +28,690 New
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$159K -3,490 -11%
SW
164
SVB Wealth
Massachusetts
$1.28M -$3.36K -74 -0.3%
ACM
165
Aquatic Capital Management
Illinois
$1.27M +$1.27M +27,900 New
CIC
166
Cornercap Investment Counsel
Georgia
$1.25M – – –
CGH
167
Crossmark Global Holdings
Texas
$1.2M +$874K +19,217 +267%
GG
168
Greenwood Gearhart
Arkansas
$1.2M – – –
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$1.18M -$173K -3,800 -13%
SOMRS
170
State of Michigan Retirement System
Michigan
$1.17M +$27.3K +600 +2%
CAM
171
ClariVest Asset Management
California
$1.15M +$1.96K +43 +0.2%
GCP
172
GSA Capital Partners
United Kingdom
$1.13M -$62.3K -1,369 -5%
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$1.13M +$55.2K +1,214 +5%
HW
174
Hancock Whitney
Mississippi
$1.12M -$119K -2,620 -10%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$1.1M -$857K -18,851 -44%
5 6
7
8 9