Bank OZK
OZK
468 hedge funds and large institutions have $4.68B invested in Bank OZK in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 39 closing their positions.
100% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 39
21% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 150
7% more funds holding
Funds holding: 436 → 468 (+32)
3% more capital invested
Capital invested by funds: $4.52B → $4.68B (+$152M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.26% less ownership
Funds ownership: 91.52% → 91.27% (-0.26%)
38% less call options, than puts
Call options by funds: $59.3M | Put options by funds: $95.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$52.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$23.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$17.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$27.6M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$17.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$15.8M |
OZK Hedge Fund Activity: Q4 2024 in Review
468 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2024, worth a combined $4.68B — up 3.4% from $4.52B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new OZK positions and 39 closed out — a net gain of 39 holders — while 181 added to existing stakes and 150 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $52.6M. The largest seller was Wellington Management Group, cutting an estimated $56.3M.
- 468 institutional investors held Bank OZK (OZK) as of Q4 2024, up from 436 in Q3 2024.
- Funds reported $4.68B of Bank OZK stock for Q4 2024, up 3.4% quarter-over-quarter.
- 78 funds opened new Bank OZK positions in Q4 2024 and 39 closed out, a net change of +39 holders.
- The largest Bank OZK buyer in Q4 2024 was Wasatch Advisors, an estimated $52.6M added.
- The largest Bank OZK seller in Q4 2024 was Wellington Management Group, an estimated $56.3M sold.
Based on aggregated 13F filings for Q4 2024.