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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 %
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$260K +$19.8K +445 +8%
DBIA
327
Dumont & Blake Investment Advisors
New Jersey
$252K -$1.29K -29 -0.5%
US Bancorp
328
US Bancorp
Minnesota
$252K – – –
FFM
329
Forum Financial Management
Illinois
$241K – – –
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$239K -$9.48M -213,191 -98%
HCP
331
Hexagon Capital Partners
Arkansas
$235K -$579 -13 -0.2%
MCM
332
Mendel Capital Management
Arkansas
$231K -$668 -15 -0.3%
PAS
333
Park Avenue Securities
New York
$227K +$227K +5,096 New
SWP
334
Sagespring Wealth Partners
Tennessee
$225K +$225K +5,062 New
FWP
335
Forefront Wealth Partners
Texas
$225K +$225K +5,052 New
CWM
336
Cornerstone Wealth Management
Missouri
$224K -$2.72K -61 -1%
ECM
337
Evergreen Capital Management
Washington
$219K -$11.3K -253 -5%
PCMC
338
Paragon Capital Management (Colorado)
Colorado
$218K -$4.1K -92 -2%
HB
339
HTLF Bank
Colorado
$216K -$19.3K -434 -8%
STA
340
Summit Trail Advisors
New York
$214K +$214K +4,803 New
FGP
341
Freestone Grove Partners
California
$213K +$213K +4,788 New
GI
342
GAMMA Investing
California
$212K +$27K +606 +15%
WC
343
Waterloo Capital
Texas
$212K +$212K +4,756 New
KBC Group
344
KBC Group
Belgium
$210K +$79.4K +1,788 +61%
DO
345
denkapparat Operations
Germany
$210K +$210K +4,706 New
WAM
346
Weiss Asset Management
Massachusetts
$208K +$208K +4,661 New
AC
347
AXQ Capital
New Jersey
$204K +$204K +4,591 New
WPC
348
Wedmont Private Capital
Pennsylvania
$203K +$203K +4,855 New
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$202K +$202K +4,540 New
HWA
350
HHM Wealth Advisors
Tennessee
$201K – – –
12 13
14
15 16