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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 %
VSQM
376
V-Square Quantitative Management
Illinois
$42.2K +$18.9K +425 +81%
GWM
377
Geneos Wealth Management
Colorado
$38.9K +$5.21K +117 +15%
ANBT
378
American National Bank & Trust
Texas
$38.8K -$6.95K -156 -15%
VCM
379
Versant Capital Management
Arizona
$36.1K -$13.3K -298 -27%
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$36K -$3.29K -73 -8%
MA
381
MCF Advisors
Kentucky
$34.6K – – –
TPCW
382
TD Private Client Wealth
New York
$34.3K +$2.09K +47 +7%
SAM
383
Smartleaf Asset Management
Massachusetts
$33.8K +$21.6K +486 +177%
Credit Agricole
384
Credit Agricole
France
$33K +$33K +741 New
QC
385
Quent Capital
New York
$32.5K -$4.41K -99 -12%
BFS
386
Bare Financial Services
Pennsylvania
$32.5K – – –
CFGS
387
Concourse Financial Group Securities
Alabama
$29.1K +$1.63K +32 +6%
NA
388
NewEdge Advisors
Louisiana
$28.8K +$223 +5 +0.8%
PA
389
Parallel Advisors
California
$27.7K +$1.65K +37 +6%
TWD
390
True Wealth Design
Ohio
$27.1K +$6.37K +143 +31%
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$27K +$27K +611 New
IRC
392
Investors Research Corp
Georgia
$26.7K – – –
KIM
393
Kestra Investment Management
Texas
$26.6K +$26.6K +598 New
PTC
394
Private Trust Company
Ohio
$26.4K – – –
SPIA
395
Steward Partners Investment Advisory
New York
$25.9K – – –
TFA
396
Toth Financial Advisory
Virginia
$23.6K +$223 +5 +1%
FA
397
Fedenia Advisers
Wisconsin
$22.5K +$22.5K +505 New
CC
398
Centiva Capital
New York
$22.2K -$555K -12,463 -96%
LI
399
LRI Investments
Florida
$21.8K -$3.83K -86 -15%
LC
400
Lindbrook Capital
California
$20.2K – – –
14 15
16
17 18