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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 %
CCM
351
Copeland Capital Management
Pennsylvania
$197K -$101K -2,275 -34%
PAS
352
Point72 Asia (Singapore)
Singapore
$187K -$18.5K -416 -9%
MG
353
Mather Group
Illinois
$156K – – –
CFB
354
Cullen/Frost Bankers
Texas
$151K +$1.16K +26 +0.8%
AIP
355
Arrowpoint Investment Partners
Singapore
$150K +$150K +3,370 New
RS
356
R Squared
Hong Kong
$149K +$149K +3,340 New
SDIC
357
South Dakota Investment Council
South Dakota
$131K – – –
PS
358
Principal Securities
Iowa
$112K +$12.6K +283 +13%
VWM
359
Venturi Wealth Management
Texas
$97.3K +$26.5K +595 +37%
S
360
SignatureFD
Georgia
$95.3K – – –
Jones Financial Companies
361
Jones Financial Companies
Missouri
$93.3K +$28.6K +643 +44%
NWWA
362
New Wave Wealth Advisors
Arkansas
$92.7K +$92.7K +2,082 New
BTI
363
Blue Trust Inc
Georgia
$90.2K -$86.3K -1,938 -49%
QCG
364
Quadrant Capital Group
Ohio
$82.2K – – –
RFA
365
Reyes Financial Architecture
California
$79.8K +$79.8K +1,793 New
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$77.3K -$30.7K -690 -28%
TH
367
TCTC Holdings
Texas
$62.3K – – –
PFA
368
Pathway Financial Advisers
Indiana
$60K -$2.5M -56,106 -98%
MA
369
Montag & Associates
Georgia
$55.7K – – –
ACM
370
Aster Capital Management
United Arab Emirates
$53.6K +$53.6K +1,203 New
AssetMark Inc
371
AssetMark Inc
California
$51.1K +$8.02K +180 +19%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$50.2K -$4.68K -105 -9%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.6K – – –
Nomura Asset Management
374
Nomura Asset Management
Japan
$44.5K – – –
CIAM
375
Caitong International Asset Management
Hong Kong
$43.2K +$43.2K +970 New
13 14
15
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