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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$133M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.7M
3
CSS
Cubist Systematic Strategies
Connecticut
$1.89M
4
Bank of America
Bank of America
North Carolina
$7.79M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
251
State of Wyoming
Wyoming
$540K +$215K +4,830 +66%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$535K -$7.34K -165 -1%
FL
253
Fourthstone LLC
Missouri
$512K +$512K +11,500 New
AFG
254
Arkansas Financial Group
Arkansas
$508K -$84.6K -1,900 -14%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$501K -$83.1K -1,867 -14%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$498K +$8.59K +193 +2%
AMBIA
257
Allen Mooney & Barnes Investment Advisors
Georgia
$494K – – –
HWAM
258
Hennion & Walsh Asset Management
New Jersey
$492K -$102K -2,284 -17%
Federated Hermes
259
Federated Hermes
Pennsylvania
$487K +$157K +3,526 +48%
AF
260
AGP Franklin
Tennessee
$486K +$486K +10,911 New
RAM
261
Readystate Asset Management
Illinois
$479K +$479K +10,756 New
OC
262
Oppenheimer & Co
New York
$478K +$168K +3,774 +54%
BCM
263
BTC Capital Management
Iowa
$474K -$404K -9,075 -46%
HighTower Advisors
264
HighTower Advisors
Illinois
$474K +$67.6K +1,518 +17%
PCA
265
Pallas Capital Advisors
Massachusetts
$470K +$16.6K +373 +4%
CCIA
266
Campbell & Co Investment Adviser
Maryland
$469K -$667K -14,968 -59%
JPWM
267
Jamison Private Wealth Management
Georgia
$469K – – –
VI
268
Versor Investments
New York
$466K -$432K -9,711 -48%
MSF
269
Mustard Seed Financial
Arkansas
$466K -$87.1K -1,956 -16%
State of Wisconsin Investment Board
270
State of Wisconsin Investment Board
Wisconsin
$459K +$69K +1,549 +18%
SAM
271
Shell Asset Management
Netherlands
$456K -$668 -15 -0.1%
XT
272
XTX Topco
Cayman Islands
$454K +$35.4K +796 +8%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$454K +$43.4K +975 +11%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$451K +$4.05K +91 +0.9%
PA
275
Profund Advisors
Maryland
$440K +$104K +2,327 +31%
9 10
11
12 13