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Bank OZK
OZK

Overview Fund Activity

464 hedge funds and large institutions have $4.67B invested in Bank OZK in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 177 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+32
Holders Change %
+7.41%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
177
Reduced
150
Closed
39
Calls
$59.3M
Puts
$95.2M
Net Calls
-$35.8M
Net Calls Change
-$48.9M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$316M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$131M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.6M
4
State Street
4
State Street
Massachusetts
$334M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$125M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$22.7M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$1.89M
4
Bank of America
4
Bank of America
North Carolina
$7.79M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wolverine Asset Management
Illinois
$708K -$316K -7,096 -31%
BC
227
Burney Company
Virginia
$701K -$188K -4,232 -21%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$701K +$14.5K +325 +2%
ACP
229
Aviance Capital Partners
Florida
$683K +$683K +15,341 New
NGA
230
Naples Global Advisors
Florida
$683K -$13.3K -298 -2%
YIH
231
Y-Intercept (HK)
Hong Kong
$682K +$208K +4,673 +44%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$657K – – –
UA
233
Unison Advisors
District of Columbia
$654K +$5.83K +131 +0.9%
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
$624K – – –
Neuberger Berman Group
235
Neuberger Berman Group
New York
$621K -$53.1K -1,193 -8%
Truist Financial
236
Truist Financial
North Carolina
$618K +$81.6K +1,833 +15%
SCM
237
Sterling Capital Management
North Carolina
$600K +$100K +2,246 +20%
WF
238
WinCap Financial
Massachusetts
$592K +$592K +13,305 New
TRCT
239
Tower Research Capital (TRC)
New York
$588K +$359K +8,064 +157%
ADIM
240
Alpha DNA Investment Management
Maryland
$588K +$39.2K +881 +7%
GIM
241
Groesbeck Investment Management
New Jersey
$586K -$169K -3,800 -22%
VOYA Investment Management
242
VOYA Investment Management
Georgia
$575K -$149K -3,336 -21%
FFP
243
FourThought Financial Partners
Florida
$564K -$10.3K -231 -2%
M&T Bank
244
M&T Bank
New York
$563K -$35K -785 -6%
WA
245
Waverly Advisors
Alabama
$560K +$18.8K +422 +3%
DIP
246
Davis Investment Partners
North Carolina
$559K – – –
RWA
247
Redmont Wealth Advisors
Illinois
$556K -$6.37K -143 -1%
GJWM
248
Gilliland Jeter Wealth Management
Arkansas
$555K +$1.74K +39 +0.3%
CIC
249
Cornercap Investment Counsel
Georgia
$549K – – –
X
250
Xponance
Pennsylvania
$545K +$37.8K +849 +7%
8 9
10
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