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Bank OZK
OZK

Overview Fund Activity

360 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, 140 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-27
Holders Change %
-6.98%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
126
Reduced
140
Closed
71
Calls
$72.4M
Puts
$275M
Net Calls
-$203M
Net Calls Change
+$93.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$173M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Jane Street
3
Jane Street
New York
$53.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$230M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$58.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$423M
2
Millennium Management
2
Millennium Management
New York
$51.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.3M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$62.8M
5
WA
5
Wasatch Advisors
Utah
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$565K -$5.3M -131,959 -90%
UA
202
Unison Advisors
District of Columbia
$560K +$5.54K +138 +1%
SCA
203
Snowden Capital Advisors
New York
$552K -$74.8K -1,863 -12%
PAMS
204
Pictet Asset Management (Switzerland)
Switzerland
$551K – – –
SOADOR
205
State of Alaska Department of Revenue
Alaska
$536K -$71K -1,770 -12%
X
206
Xponance
Pennsylvania
$532K -$56.5K -1,406 -10%
MJP
207
Michael J. Puzo
$528K – – –
KOC
208
Koss-Olinger Consulting
Florida
$522K +$100K +2,500 +24%
CG
209
Cutler Group
California
$519K -$63.5K -1,583 -11%
BWM
210
BlackDiamond Wealth Management
New York
$514K +$28.9K +685 +6%
CB
211
Commerce Bank
Missouri
$514K -$16.7K -415 -3%
NGA
212
Naples Global Advisors
Florida
$511K +$126K +3,135 +33%
FFP
213
FourThought Financial Partners
Florida
$507K +$103K +2,577 +26%
BCM
214
Bayesian Capital Management
New York
$506K +$506K +12,599 New
SFS
215
Sowell Financial Services
Arkansas
$499K -$30.9K -770 -6%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$497K +$25.9K +646 +6%
BFM
217
Boothbay Fund Management
New York
$493K +$11.8K +295 +2%
HPC
218
HM Payson & Co
Maine
$482K – – –
RWA
219
Redmont Wealth Advisors
Illinois
$474K +$169K +4,196 +55%
PP
220
Prudential plc
United Kingdom
$463K +$29.1K +725 +7%
RJT
221
Raymond James Trust
Florida
$463K +$6.9K +172 +2%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$456K -$165K -4,101 -27%
FIM
223
Freedom Investment Management
Connecticut
$445K +$21.2K +529 +5%
HWAM
224
Hennion & Walsh Asset Management
New Jersey
$441K +$200K +4,983 +83%
AMBIA
225
Allen Mooney & Barnes Investment Advisors
Georgia
$439K – – –
7 8
9
10 11