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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 %
LIM
301
Lathrop Investment Management
Arkansas
$304K -$89 -2 -0%
ACP
302
Arcus Capital Partners
Georgia
$302K +$302K +6,641 New
FC
303
Farringdon Capital
United Kingdom
$300K +$300K +6,739 New
FIM
304
Freedom Investment Management
Connecticut
$299K +$33.7K +756 +13%
P
305
&Partners
Tennessee
$298K +$298K +6,705 New
MM
306
Meridian Management
Arkansas
$293K +$2K +45 +0.7%
IPW
307
Impact Partnership Wealth
Georgia
$291K -$1.78K -40 -0.6%
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$290K +$4.27K +96 +1%
CL
309
CSS LLC
Illinois
$288K +$288K +6,473 New
SRL
310
Scientech Research LLC
New Jersey
$288K +$288K +6,464 New
VF
311
Virtu Financial
New York
$287K +$287K +6,455 New
NAAA
312
New Age Alpha Advisors
New York
$285K +$285K +6,392 New
LCGC
313
Legacy Capital Group California
California
$283K -$267 -6 -0.1%
GC
314
Guggenheim Capital
Illinois
$278K +$278K +6,238 New
CL
315
Choreo LLC
Illinois
$277K +$277K +6,220 New
CGH
316
Crossmark Global Holdings
Texas
$276K -$11.3K -255 -4%
WSFS
317
Wilmington Savings Fund Society
Delaware
$275K +$275K +6,173 New
MJP
318
Michael J. Puzo
$274K -$27.2K -610 -9%
AI
319
Atom Investors
Texas
$271K +$271K +6,097 New
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$270K – – –
CCAL
321
City Center Advisors LLC
Michigan
$270K -$27.3K -614 -9%
PAM
322
Panagora Asset Management
Massachusetts
$262K +$4.59K +103 +2%
CFO
323
Callan Family Office
Pennsylvania
$262K +$19.6K +440 +8%
URS
324
Utah Retirement Systems
Utah
$260K – – –
GAM
325
Gotham Asset Management
New York
$260K +$19.4K +436 +8%
11 12
13
14 15