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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 %
AFM
401
Aspetuck Financial Management
Connecticut
$20.1K +$20.1K +452 New
C
402
Covestor
United Kingdom
$20K +$180 +4 +0.9%
AAP
403
Arax Advisory Partners
Colorado
$19.8K -$1.78K -40 -8%
KFI
404
Key Financial Inc
Pennsylvania
$18.3K – – –
RA
405
Rise Advisors
New York
$18.1K -$5.7K -128 -24%
WA
406
WPG Advisers
Maryland
$17.5K +$17.5K +394 New
CT
407
Colonial Trust
South Carolina
$17.5K +$15K +336 +589%
EWA
408
EverSource Wealth Advisors
Alabama
$17.5K +$9.84K +221 +128%
HT
409
Headlands Technologies
Illinois
$16.7K +$16.7K +376 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$16.7K +$3.83K +86 +30%
AF
411
Advisornet Financial
Minnesota
$16.3K +$8.24K +185 +103%
HFS
412
Hantz Financial Services
Michigan
$16K – – –
GM
413
GeoWealth Management
Illinois
$15.5K +$15.5K +347 New
SWM
414
Spire Wealth Management
Virginia
$15.1K +$623 +14 +4%
TC
415
Truvestments Capital
Florida
$13.8K -$5.74K -129 -29%
CBT
416
Crews Bank & Trust
Florida
$13.4K +$13.4K +300 New
CFD
417
Creative Financial Designs
Indiana
$13.2K +$13.2K +296 New
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$12.3K -$20.3K -469 -62%
CA
419
CoreCap Advisors
Michigan
$12.2K – – –
Bessemer Group
420
Bessemer Group
New Jersey
$12K +$6.23K +136 +108%
HWM
421
Hemington Wealth Management
Virginia
$10K +$1.45K +33 +17%
GWSG
422
GPS Wealth Strategies Group
Colorado
$9.84K – – –
SS
423
SBI Securities
Japan
$9.44K +$9.44K +212 New
PWMG
424
Private Wealth Management Group
New Jersey
$8.6K -$89 -2 -1%
CAS
425
Coppell Advisory Solutions
Texas
$8.4K +$8.4K +189 New
15 16
17
18 19