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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 %
Public Employees Retirement Association of Colorado
276
Public Employees Retirement Association of Colorado
Colorado
$438K – – –
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$427K +$27.1K +607 +7%
BWM
278
BlackDiamond Wealth Management
New York
$425K -$83.9K -1,885 -16%
AFAS
279
Acorn Financial Advisory Services
Virginia
$416K -$5.52K -124 -1%
EWA
280
EP Wealth Advisors
California
$408K +$408K +9,168 New
TC
281
TwinBeech Capital
New York
$394K +$394K +8,846 New
Wolverine Trading
282
Wolverine Trading
Illinois
$393K -$488K -10,972 -55%
AA
283
ALPS Advisors
Colorado
$379K – – –
CJ
284
Caitlin John
Michigan
$379K -$34.4K -773 -8%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$377K -$1.92K -43 -0.5%
RFC
286
Regions Financial Corp
Alabama
$370K -$55.2K -1,240 -13%
SAM
287
Securian Asset Management
Minnesota
$355K -$10.2K -229 -3%
BC
288
Bridgefront Capital
Texas
$354K +$354K +7,956 New
VI
289
Vestcor Inc
New Brunswick, Canada
$345K +$345K +7,742 New
MAM
290
MMA Asset Management
Pennsylvania
$342K +$342K +7,677 New
GS
291
GTS Securities
New York
$340K +$340K +7,633 New
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$340K +$340K +7,629 New
ECM
293
EMC Capital Management
Texas
$336K -$476K -10,678 -59%
AIM
294
Aigen Investment Management
New York
$336K +$336K +7,540 New
BCM
295
Bayesian Capital Management
New York
$324K +$72.5K +1,627 +29%
BEI
296
Benjamin Edwards Inc
Missouri
$324K -$4.72K -106 -1%
CC
297
Corton Capital
Ontario, Canada
$314K +$40.5K +910 +15%
ET
298
Entropy Technologies
New York
$310K -$325K -7,288 -51%
MFG
299
Merit Financial Group
Georgia
$307K +$307K +6,903 New
CG
300
Caprock Group
Idaho
$307K +$3.79K +85 +1%
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12
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