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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 %
RWA
201
Redmont Wealth Advisors
Illinois
$807K +$55.3K +1,217 +7%
First Manhattan
202
First Manhattan
New York
$796K – – –
PRC
203
Pearl River Capital
Michigan
$782K +$131K +2,878 +20%
PI
204
PEAK6 Investments
Illinois
$756K +$756K +16,631 New
TD Asset Management
205
TD Asset Management
Ontario, Canada
$743K -$184K -4,039 -20%
NGA
206
Naples Global Advisors
Florida
$734K +$42.1K +925 +6%
CAN
207
Cetera Advisor Networks
California
$714K +$20K +441 +3%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$713K -$6.18K -136 -0.9%
Axa
209
Axa
France
$707K +$707K +15,558 New
Creative Planning
210
Creative Planning
Kansas
$702K +$128K +2,816 +22%
WF
211
Welch & Forbes
Massachusetts
$700K -$23.6K -519 -3%
GJWM
212
Gilliland Jeter Wealth Management
Arkansas
$698K -$139K -3,068 -17%
Federated Hermes
213
Federated Hermes
Pennsylvania
$684K +$149K +3,275 +28%
DekaBank Deutsche Girozentrale
214
DekaBank Deutsche Girozentrale
Germany
$669K – – –
HWAM
215
Hennion & Walsh Asset Management
New Jersey
$668K +$56.6K +1,246 +9%
UA
216
Unison Advisors
District of Columbia
$650K +$4.82K +106 +0.7%
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$648K +$81.6K +1,796 +14%
WA
218
Waverly Advisors
Alabama
$635K +$4.46K +98 +0.7%
DPAM
219
Degroof Petercam Asset Management
Belgium
$632K – – –
Capstone Investment Advisors
220
Capstone Investment Advisors
New York
$622K +$124K +2,718 +25%
QC
221
Quadrature Capital
United Kingdom
$605K +$233K +5,128 +63%
AFG
222
Arkansas Financial Group
Arkansas
$605K +$605K +13,304 New
Mariner
223
Mariner
Kansas
$605K -$23K -506 -4%
KLCM
224
KG&L Capital Management
Louisiana
$600K +$287K +6,323 +92%
DS
225
DRW Securities
Illinois
$594K +$594K +13,062 New
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9
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