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Bank OZK
OZK

Overview Fund Activity

432 hedge funds and large institutions have $4.47B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
51
Increased
165
Reduced
162
Closed
46
Calls
$84.4M
Puts
$71.3M
Net Calls
+$13M
Net Calls Change
+$28.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$182M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$73M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.4M
4
SM
Senvest Management
New York
$22.3M
5
State Street
State Street
Massachusetts
$306M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$14.4M
2
Newport Trust Company
Newport Trust Company
District of Columbia
$28.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$494M
5
Millennium Management
Millennium Management
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
201
Tidal Investments
Wisconsin
$919K +$4.21K +98 +0.5%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$895K – – –
VI
203
Versor Investments
New York
$868K -$35.1K -816 -4%
BC
204
Burney Company
Virginia
$859K -$31K -720 -3%
FPGT
205
Financial Partners Group (Tennessee)
Tennessee
$855K +$60.3K +1,403 +8%
BCM
206
BTC Capital Management
Iowa
$848K -$120K -2,782 -12%
Wolverine Trading
207
Wolverine Trading
Illinois
$832K +$832K +19,805 New
Natixis Advisors
208
Natixis Advisors
Massachusetts
$827K +$142K +3,303 +21%
AF
209
Aviso Financial
Ontario, Canada
$827K -$26.5K -616 -3%
ECM
210
EMC Capital Management
Texas
$818K +$480K +10,678 +142%
Creative Planning
211
Creative Planning
Kansas
$812K -$22.9K -532 -3%
TD Asset Management
212
TD Asset Management
Ontario, Canada
$800K -$15.9K -379 -2%
IMRF
213
Illinois Municipal Retirement Fund
Illinois
$773K – – –
First Manhattan
214
First Manhattan
New York
$752K – – –
ECM
215
ExodusPoint Capital Management
New York
$739K -$1.91M -44,353 -72%
Prudential Financial
216
Prudential Financial
New Jersey
$736K +$49.5K +1,152 +7%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$735K +$104K +2,423 +17%
GIM
218
Groesbeck Investment Management
New Jersey
$729K -$121K -2,809 -14%
CAMG
219
CWA Asset Management Group
Florida
$719K +$719K +16,723 New
1832 Asset Management
220
1832 Asset Management
Ontario, Canada
$708K – – –
Pictet Asset Management
221
Pictet Asset Management
Switzerland
$706K +$84.3K +1,967 +14%
LFAS
222
Level Four Advisory Services
Texas
$700K +$69K +1,577 +11%
VOYA Investment Management
223
VOYA Investment Management
Georgia
$698K -$1.04M -24,238 -60%
SEC
224
Seven Eight Capital
New York
$686K +$686K +15,964 New
Osaic Holdings
225
Osaic Holdings
Arizona
$685K +$333K +7,746 +95%
7 8
9
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