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Bank OZK
OZK

Overview Fund Activity

417 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.11%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.13%
New
69
Increased
140
Reduced
155
Closed
25
Calls
$57.5M
Puts
$261M
Net Calls
-$203M
Net Calls Change
-$43.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M
3
Citadel Advisors
3
Citadel Advisors
Florida
$35.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$243M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$338M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJWM
201
Gilliland Jeter Wealth Management
Arkansas
$918K +$918K +18,431 New
EMFAT
202
Emerald Mutual Fund Advisers Trust
Pennsylvania
$881K – – –
First Manhattan
203
First Manhattan
New York
$872K – – –
TRCT
204
Tower Research Capital (TRC)
New York
$837K +$248K +4,973 +42%
RWA
205
Redmont Wealth Advisors
Illinois
$824K +$222K +4,462 +37%
BCM
206
Bayesian Capital Management
New York
$817K -$125K -2,500 -13%
WF
207
Welch & Forbes
Massachusetts
$793K -$106K -2,130 -12%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$788K +$346K +6,949 +78%
CAN
209
Cetera Advisor Networks
California
$760K -$12.5K -250 -2%
NGA
210
Naples Global Advisors
Florida
$759K +$29.4K +590 +4%
RFC
211
Regions Financial Corp
Alabama
$744K -$28K -561 -4%
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$742K – – –
Natixis Advisors
213
Natixis Advisors
Massachusetts
$723K +$723K +14,512 New
PRC
214
Pearl River Capital
Michigan
$713K +$171K +3,434 +32%
UA
215
Unison Advisors
District of Columbia
$707K +$6.83K +137 +1%
DPAM
216
Degroof Petercam Asset Management
Belgium
$693K +$693K +13,900 New
WA
217
Waverly Advisors
Alabama
$691K +$691K +13,874 New
Mariner
218
Mariner
Kansas
$689K +$60.2K +1,206 +10%
VPIM
219
Vanguard Personalized Indexing Management
California
$685K +$207K +4,160 +43%
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$670K +$98.5K +1,976 +17%
JFG
221
Jefferies Financial Group
New York
$660K -$2.48M -49,750 -79%
OPS
222
Orion Portfolio Solutions
Nebraska
$657K -$14.8K -302 -2%
BCI
223
Brinker Capital Investments
Pennsylvania
$657K -$14.8K -302 -2%
PMEF
224
Point72 Middle East FZE
United Arab Emirates
$654K -$902K -18,108 -58%
DIP
225
Davis Investment Partners
North Carolina
$652K – – –
7 8
9
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