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Bank OZK
OZK

Overview Fund Activity

430 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
153
Reduced
156
Closed
50
Calls
$70.6M
Puts
$86M
Net Calls
-$15.5M
Net Calls Change
-$1.32M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$95.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$130M
3
Millennium Management
3
Millennium Management
New York
$56M
4
Victory Capital Management
4
Victory Capital Management
Texas
$40.2M
5
WRBC
5
W.R. Berkley Corp
Connecticut
$24.6M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$39.3M
2
CCM
2
Copeland Capital Management
Pennsylvania
$355K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$923K – – –
BCM
202
BTC Capital Management
Iowa
$923K +$22.9K +559 +3%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$900K -$164K -4,000 -15%
HA
204
Harbor Advisors
Florida
$880K – – –
SG Americas Securities
205
SG Americas Securities
New York
$873K +$873K +21,291 New
TI
206
Tidal Investments
Wisconsin
$872K +$647K +15,781 +287%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$869K -$2.58K -63 -0.3%
VI
208
Versor Investments
New York
$861K -$20.5K -500 -2%
Handelsbanken Fonder
209
Handelsbanken Fonder
Sweden
$854K – – –
BC
210
Burney Company
Virginia
$849K – – –
Verition Fund Management
211
Verition Fund Management
Connecticut
$848K -$98.6K -2,406 -10%
MML Investors Services
212
MML Investors Services
Massachusetts
$834K -$46.5K -1,135 -5%
BCM
213
Bayesian Capital Management
New York
$818K +$818K +19,956 New
AF
214
Aviso Financial
Ontario, Canada
$814K +$814K +19,848 New
GIM
215
Groesbeck Investment Management
New Jersey
$810K -$62.5K -1,526 -7%
Creative Planning
216
Creative Planning
Kansas
$797K +$164K +3,999 +26%
TD Asset Management
217
TD Asset Management
Ontario, Canada
$796K +$126K +3,068 +19%
FPGT
218
Financial Partners Group (Tennessee)
Tennessee
$758K -$12.7K -310 -2%
Truist Financial
219
Truist Financial
North Carolina
$758K -$163K -3,974 -18%
IMRF
220
Illinois Municipal Retirement Fund
Illinois
$737K +$737K +17,972 New
First Manhattan
221
First Manhattan
New York
$718K – – –
SCM
222
Stevens Capital Management
Pennsylvania
$717K +$362K +8,841 +102%
ET
223
Entropy Technologies
New York
$698K -$1.46M -35,526 -68%
NGA
224
Naples Global Advisors
Florida
$679K +$16.4K +400 +2%
SW
225
SVB Wealth
Massachusetts
$678K -$473K -11,534 -41%
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9
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